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Webster Financial
WBS

Overview Fund Activity

456 hedge funds and large institutions have $5.96B invested in Webster Financial in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 168 increasing their positions, 171 reducing their positions, and 48 closing their positions.

Holders
456
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
7.3%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
168
Reduced
171
Closed
48
Calls
$3.76M
Puts
$4.07M
Net Calls
-$312K
Net Calls Change
-$1.32M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$200M
2
DAM
2
Davis Asset Management
California
$59.1M
3
State Street
3
State Street
Massachusetts
$312M
4
Millennium Management
4
Millennium Management
New York
$64.4M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$51.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$49.1M
2
Capital International Investors
2
Capital International Investors
California
$277M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$13.1M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
PVH
426
Psagot Value Holdings
Israel
$3K 77 -4,123 -98%
CAL
427
Capital Analysts LLC
Pennsylvania
$3K 68 – –
NA
428
NewEdge Advisors
Louisiana
$2.84K 72 -1,828 -96%
BF
429
BOK Financial
Oklahoma
$2.68K 68 +68 New
RCM
430
Raleigh Capital Management
North Carolina
$2.48K 63 +63 New
GKIM
431
GW&K Investment Management
Massachusetts
$2K 44 – –
CYG
432
Clean Yield Group
Vermont
$1.89K 48 – –
RWPA
433
Richard W. Paul & Associates
Michigan
$1.85K 47 +47 New
BHWM
434
Bay Harbor Wealth Management
Maryland
$1.77K 45 +45 New
AF
435
Allworth Financial
California
$1.7K 43 -424 -91%
JWA
436
JFS Wealth Advisors
Pennsylvania
$1.62K 41 -94 -70%
BWL
437
Bogart Wealth LLC
Virginia
$1.58K 40 +40 New
DI
438
Disciplined Investments
Oklahoma
$1.34K 34 +14 +70%
AF
439
Advisornet Financial
Minnesota
$1.18K 30 +20 +200%
MBFW
440
Morton Brown Family Wealth
Pennsylvania
$1.1K 28 +28 New
GRP
441
Global Retirement Partners
California
$911 27 -38 -58%
SIC
442
SJS Investment Consulting
Ohio
$828 21 -13 -38%
VCM
443
Versant Capital Management
Arizona
$828 21 – –
SC
444
Schubert & Co
Texas
$789 20 -33 -62%
AIP
445
Ahrens Investment Partners
Louisiana
$788 20 +20 New
AWM
446
Accel Wealth Management
Iowa
$680 17 – –
BWA
447
BDO Wealth Advisors
Florida
$552 14 – –
WWM
448
Wolff Wiese Magana
California
$395 10 +10 New
HI
449
Horizon Investments
North Carolina
$311 8 +8 New
CSS
450
Cubist Systematic Strategies
Connecticut
$237 6 -148,857 -100%
16 17
18
19 20