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Webster Financial

436 hedge funds and large institutions have $5.72B invested in Webster Financial in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.7M

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

0.18% more ownership

Funds ownership: 86.9%87.08% (+0.18%)

4% less capital invested

Capital invested by funds: $5.96B → $5.72B (-$238M)

5% less funds holding

Funds holding: 457436 (-21)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

Holders
436
Holders Change
-21
Holders Change %
-4.6%
% of All Funds
6.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
43
Increased
163
Reduced
156
Closed
62
Calls
$3.25M
Puts
$2.7M
Net Calls
+$550K
Net Calls Change
+$862K
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
426
Allianz Asset Management
Germany
$640 -$115K -3,104 -15%
BWA
427
BDO Wealth Advisors
Florida
$529
BAAM
428
Baker Avenue Asset Management
California
$340 +$332 +9 New
TWP
429
TFO Wealth Partners
Ohio
$227
FGAM
430
Financial Gravity Asset Management
Texas
$169 +$1.4K +38 New
BCM
431
Bourgeon Capital Management
Connecticut
$151
CA
432
Crewe Advisors
Utah
$114 +$111 +3 New
PA
433
PSI Advisors
Florida
$76
Comerica Bank
434
Comerica Bank
Texas
$4 +$23.6M +639,023 New
Balyasny Asset Management
435
Balyasny Asset Management
Illinois
-$51.7M -1,310,780 Closed
Janus Henderson Group
436
Janus Henderson Group
United Kingdom
-$22.7M -575,039 Closed
CM
437
Crestline Management
Texas
-$8.31M -210,916 Closed
TC
438
TwinBeech Capital
New York
-$5.6M -142,156 Closed
NM
439
Newtyn Management
New York
-$4.14M -105,000 Closed
APG Asset Management
440
APG Asset Management
Netherlands
-$1.95M -53,700 Closed
VRS
441
Virginia Retirement Systems
Virginia
-$1.92M -48,727 Closed
Axa
442
Axa
France
-$1.45M -36,702 Closed
CC
443
Centiva Capital
New York
-$1.41M -35,854 Closed
FRM
444
Fox Run Management
Connecticut
-$1.16M -29,487 Closed
MME
445
Meag Munich Ergo
Germany
-$957K -24,265 Closed
CC
446
Cipher Capital
New York
-$889K -22,564 Closed
TI
447
Trexquant Investment
Connecticut
-$850K -21,559 Closed
BPC
448
Banque Pictet & Cie
Switzerland
-$841K -21,332 Closed
GCM
449
Graham Capital Management
Connecticut
-$794K -20,137 Closed
Aviva
450
Aviva
United Kingdom
-$774K -19,628 Closed

WBS Hedge Fund Activity: Q2 2023 in Review

436 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2023, worth a combined $5.72B — down 4% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WBS and 43 opened new positions — a net loss of 19 holders — while 156 trimmed existing stakes and 163 added.

The largest buyer was Point72 Asset Management, adding an estimated $66.5M. The largest seller was Millennium Management, cutting an estimated $59.8M.

  • 436 institutional investors held Webster Financial (WBS) as of Q2 2023, down from 457 in Q1 2023.
  • Funds reported $5.72B of Webster Financial stock for Q2 2023, down 4% quarter-over-quarter.
  • 43 funds opened new Webster Financial positions in Q2 2023 and 62 closed out, a net change of -19 holders.
  • The largest Webster Financial buyer in Q2 2023 was Point72 Asset Management, an estimated $66.5M added.
  • The largest Webster Financial seller in Q2 2023 was Millennium Management, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2023.