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Webster Financial

290 hedge funds and large institutions have $5.44B invested in Webster Financial in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $5.98M

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $4.85B → $5.44B (+$590M)

7% more funds holding

Funds holding: 271290 (+19)

2.4% less ownership

Funds ownership: 95.21%92.8% (-2.4%)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
290
Holders Change
+19
Holders Change %
+7.01%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
90
Reduced
108
Closed
17
Calls
$15.2M
Puts
$5.98M
Net Calls
+$9.19M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$44.8M -$2.28M -36,618 -5%
Goldman Sachs
27
Goldman Sachs
New York
$43.4M -$60.9M -978,188 -59%
Norges Bank
28
Norges Bank
Norway
$41.9M +$2.69M +43,244 +7%
N
29
Nuveen
North Carolina
$40.3M -$9.92M -159,255 -20%
NC
30
Nitorum Capital
New York
$39.9M -$1.83M -29,377 -4%
Northern Trust
31
Northern Trust
Illinois
$39.5M -$4.78M -76,844 -11%
WRF
32
Waddell & Reed Financial
Kansas
$38.4M -$3.54M -56,900 -9%
Charles Schwab
33
Charles Schwab
California
$38M +$2.44M +39,192 +7%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$37.3M -$2M -32,070 -5%
SCM
35
Sterling Capital Management
North Carolina
$36.7M -$4.67K -75 -0%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$35.4M +$21.4M +343,015 +161%
Bank of America
37
Bank of America
North Carolina
$27.9M +$8.17M +131,197 +43%
Principal Financial Group
38
Principal Financial Group
Iowa
$25.9M +$279K +4,479 +1%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$25.9M -$7.9M -126,863 -24%
Millennium Management
40
Millennium Management
New York
$25.6M +$13.8M +221,008 +122%
HRCM
41
Hood River Capital Management
Florida
$25.5M -$743K -11,926 -3%
CRM
42
Cramer Rosenthal McGlynn
Connecticut
$21.2M -$2.42M -38,918 -10%
Ameriprise
43
Ameriprise
Minnesota
$20.7M -$754K -12,118 -4%
Public Employees Retirement Association of Colorado
44
Public Employees Retirement Association of Colorado
Colorado
$20.3M +$2.56M +41,119 +15%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$20M -$3.71M -59,572 -16%
UBS AM
46
UBS AM
Illinois
$19.8M -$1.23M -19,749 -6%
JP Morgan Chase
47
JP Morgan Chase
New York
$19.6M -$107K -1,717 -0.6%
O
48
OppenheimerFunds
New York
$18.7M +$324K +5,210 +2%
Deutsche Bank
49
Deutsche Bank
Germany
$18.7M +$3.24M +52,038 +22%
FWIA
50
Fort Washington Investment Advisors
Ohio
$18.1M +$1.74M +28,000 +11%

WBS Hedge Fund Activity: Q2 2018 in Review

290 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2018, worth a combined $5.44B — up 12% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WBS positions and 17 closed out — a net gain of 20 holders — while 90 added to existing stakes and 108 trimmed.

The largest buyer was Capital World Investors, adding an estimated $27.7M. The largest seller was Goldman Sachs, cutting an estimated $60.9M.

  • 290 institutional investors held Webster Financial (WBS) as of Q2 2018, up from 271 in Q1 2018.
  • Funds reported $5.44B of Webster Financial stock for Q2 2018, up 12% quarter-over-quarter.
  • 37 funds opened new Webster Financial positions in Q2 2018 and 17 closed out, a net change of +20 holders.
  • The largest Webster Financial buyer in Q2 2018 was Capital World Investors, an estimated $27.7M added.
  • The largest Webster Financial seller in Q2 2018 was Goldman Sachs, an estimated $60.9M sold.

Based on aggregated 13F filings for Q2 2018.