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Webster Financial

201 hedge funds and large institutions have $2.64B invested in Webster Financial in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $442K | Put options by funds: $108K

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $2.4B → $2.64B (+$236M)

3% more funds holding

Funds holding: 195201 (+6)

1.45% less ownership

Funds ownership: 91.46%90.02% (-1.4%)

32% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 79

Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
28
Increased
54
Reduced
79
Closed
18
Calls
$442K
Puts
$108K
Net Calls
+$334K
Net Calls Change
+$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
CRCP
26
Copper Rock Capital Partners
Massachusetts
$22.8M +$1.47M +47,619 +7%
Federated Hermes
27
Federated Hermes
Pennsylvania
$22.4M -$236K -7,630 -1%
SM
28
Stratton Management
Pennsylvania
$21.6M +$1.84M +59,355 +10%
RCAMU
29
Rothschild & Co Asset Management US
Connecticut
$20M -$464K -15,018 -2%
TA
30
Teachers Advisors
New York
$18.5M +$3.06M +99,040 +21%
CRM
31
Cramer Rosenthal McGlynn
Connecticut
$18M -$7.81M -252,525 -31%
BIM
32
BlackRock Investment Management
Delaware
$16.1M -$1.91M -61,849 -11%
Wells Fargo
33
Wells Fargo
California
$15.5M -$287K -9,267 -2%
Ameriprise
34
Ameriprise
Minnesota
$15.1M -$1.19M -38,381 -8%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$15M +$91.5K +2,959 +0.6%
Citadel Advisors
36
Citadel Advisors
Florida
$13.9M -$21.7M -700,342 -62%
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.5M -$3.03K -98 -0%
TCIM
38
TIAA CREF Investment Management
New York
$12.5M -$815K -26,365 -6%
USAA
39
United Services Automobile Association
Texas
$11.6M
Millennium Management
40
Millennium Management
New York
$11.5M -$22.6M -729,917 -67%
WRF
41
Waddell & Reed Financial
Kansas
$11.2M +$1.63M +52,700 +18%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$11M -$8.41M -271,994 -44%
JP Morgan Chase
43
JP Morgan Chase
New York
$10.8M -$3.03M -98,125 -23%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$10.3M
Natixis Advisors
45
Natixis Advisors
Massachusetts
$10.2M +$114K +3,698 +1%
DGHMC
46
Dalton, Greiner, Hartman, Maher & Co
New York
$10M +$99.8K +3,227 +1%
Charles Schwab
47
Charles Schwab
California
$9.18M -$110K -3,543 -1%
NFA
48
Nationwide Fund Advisors
Ohio
$8.82M -$30.2K -976 -0.4%
UBS AM
49
UBS AM
Illinois
$8.75M -$74.2K -2,400 -0.9%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$8.46M

WBS Hedge Fund Activity: Q4 2014 in Review

201 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2014, worth a combined $2.64B — up 9.8% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WBS positions and 18 closed out — a net gain of 10 holders — while 54 added to existing stakes and 79 trimmed.

The largest buyer was Tiptree Advisors, opening a new position worth an estimated $33.6M. The largest seller was Millennium Management, cutting an estimated $22.6M.

  • 201 institutional investors held Webster Financial (WBS) as of Q4 2014, up from 195 in Q3 2014.
  • Funds reported $2.64B of Webster Financial stock for Q4 2014, up 9.8% quarter-over-quarter.
  • 28 funds opened new Webster Financial positions in Q4 2014 and 18 closed out, a net change of +10 holders.
  • The largest Webster Financial buyer in Q4 2014 was Tiptree Advisors, an estimated $33.6M added.
  • The largest Webster Financial seller in Q4 2014 was Millennium Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2014.