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Webster Financial
WBS

Overview Fund Activity

442 hedge funds and large institutions have $6.02B invested in Webster Financial in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 139 increasing their positions, 194 reducing their positions, and 26 closing their positions.

Holders
442
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
7.05%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
37
Increased
139
Reduced
194
Closed
26
Calls
$9.1M
Puts
$1.47M
Net Calls
+$7.63M
Net Calls Change
+$7.08M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$293M
2
American Century Companies
2
American Century Companies
Missouri
$53.4M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$13.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$13.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$12.7M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$56.6M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$52.1M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$246M
5
Comerica Bank
5
Comerica Bank
Texas
$3.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
451
Teza Capital Management
Illinois
– – -7,872 Closed
Rockefeller Capital Management
452
Rockefeller Capital Management
New York
– – -6,710 Closed
SFP
453
Sterling Financial Planning
New Jersey
– – -5,955 Closed
BWM
454
Buckley Wealth Management
Nevada
– – -5,340 Closed
WP
455
WealthPLAN Partners
Nebraska
– – -3,168 Closed
IGWM
456
ICA Group Wealth Management
Colorado
– – -1,765 Closed
DCM
457
Dupont Capital Management
Delaware
– – -1,497 Closed
MA
458
Montag & Associates
Georgia
– – -900 Closed
SWA
459
SOA Wealth Advisors
New York
– – -797 Closed
2L
460
25 LLC
Missouri
– – -327 Closed
HCM
461
Highlander Capital Management
New Jersey
– – -116 Closed
BF
462
BOK Financial
Oklahoma
– – -68 Closed
CYG
463
Clean Yield Group
Vermont
– – -48 Closed
FGAM
464
Financial Gravity Asset Management
Texas
– – -38 Closed
DI
465
Disciplined Investments
Oklahoma
– – -27 Closed
SSG
466
Summit Securities Group
New York
– – -1 Closed
OLVIG
467
Oliver Lagore Vanvalin Investment Group
Michigan
– – – –
CAL
468
Capital Advisors Ltd
Ohio
$0 7 – –
Wolverine Trading
469
Wolverine Trading
Illinois
– – – –
Twin Tree Management
470
Twin Tree Management
Texas
– – – –
AW
471
Avion Wealth
Texas
$0 12 +12 New
15 16 17 18
19