We are live on ! Find out more
WBS icon

Webster Financial

438 hedge funds and large institutions have $6.93B invested in Webster Financial in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4.75M

8% more capital invested

Capital invested by funds: $6.4B → $6.93B (+$529M)

1.1% more ownership

Funds ownership: 85.67%86.77% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 171

4% less funds holding

Funds holding: 455438 (-17)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

Holders
438
Holders Change
-17
Holders Change %
-3.74%
% of All Funds
6.29%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
156
Reduced
171
Closed
53
Calls
$13.2M
Puts
$4.75M
Net Calls
+$8.47M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
426
Financial Network Wealth Advisors
Utah
$1.17K -$872 -19 -43%
TSMHT
427
Thurston Springer Miller Herd & Titak
Indiana
$1.17K
CA
428
Continuum Advisory
Idaho
$657
RIL
429
Rothschild Investment LLC
Illinois
$466
CA
430
Claris Advisors
Missouri
$419 +$413 +9 New
LFG
431
Larson Financial Group
Missouri
$280 +$275 +6 New
RCM
432
Raleigh Capital Management
North Carolina
$233 -$229 -5 -50%
CA
433
CoreCap Advisors
Michigan
$233 +$229 +5 New
MCM
434
MV Capital Management
Maryland
$140 +$46 +1 +50%
FPFS
435
First Personal Financial Services
North Carolina
$140 +$138 +3 New
PA
436
PSI Advisors
Florida
$93
MFG
437
Mendota Financial Group
Wisconsin
$47 +$46 +1 New
Qube Research & Technologies (QRT)
438
Qube Research & Technologies (QRT)
United Kingdom
-$20.3M -466,295 Closed
Renaissance Technologies
439
Renaissance Technologies
New York
-$9.36M -214,835 Closed
CRM
440
Cramer Rosenthal McGlynn
Connecticut
-$6.72M -154,160 Closed
ECM
441
Element Capital Management
New York
-$4.42M -101,478 Closed
Truist Financial
442
Truist Financial
North Carolina
-$4.28M -98,257 Closed
MIIM
443
Mesirow Institutional Investment Management
Illinois
-$3.21M -73,548 Closed
FMI
444
F/M Investments
District of Columbia
-$2.98M -68,478 Closed
PP
445
Prudential plc
United Kingdom
-$2.98M -68,451 Closed
BFM
446
Boothbay Fund Management
New York
-$2.86M -65,618 Closed
EPCA
447
Elizabeth Park Capital Advisors
Ohio
-$2.51M -57,475 Closed
EC
448
EJF Capital
Virginia
-$1.94M -44,596 Closed
MF
449
Magnetar Financial
Illinois
-$1.67M -38,292 Closed
PFO
450
PMC FIG Opportunities
Israel
-$1.66M -38,001 Closed

WBS Hedge Fund Activity: Q3 2024 in Review

438 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2024, worth a combined $6.93B — up 8.3% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WBS and 39 opened new positions — a net loss of 14 holders — while 171 trimmed existing stakes and 156 added.

The largest buyer was Citadel Advisors, adding an estimated $84.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $73.3M.

  • 438 institutional investors held Webster Financial (WBS) as of Q3 2024, down from 455 in Q2 2024.
  • Funds reported $6.93B of Webster Financial stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 39 funds opened new Webster Financial positions in Q3 2024 and 53 closed out, a net change of -14 holders.
  • The largest Webster Financial buyer in Q3 2024 was Citadel Advisors, an estimated $84.4M added.
  • The largest Webster Financial seller in Q3 2024 was T. Rowe Price Associates, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2024.