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Webster Financial

297 hedge funds and large institutions have $3.94B invested in Webster Financial in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.75% more ownership

Funds ownership: 89.43%91.19% (+1.8%)

0% more capital invested

Capital invested by funds: $3.93B → $3.94B (+$4.43M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 113

4% less funds holding

Funds holding: 309297 (-12)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

76% less call options, than puts

Call options by funds: $3.03M | Put options by funds: $12.7M

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
111
Reduced
113
Closed
39
Calls
$3.03M
Puts
$12.7M
Net Calls
-$9.69M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
VNIM
26
Vaughan Nelson Investment Management
Texas
$37.1M -$1.67M -35,290 -4%
Charles Schwab
27
Charles Schwab
California
$35.7M +$3.29M +69,552 +10%
WRF
28
Waddell & Reed Financial
Kansas
$35M -$8.89M -188,004 -20%
Northern Trust
29
Northern Trust
Illinois
$33.4M -$714K -15,105 -2%
Invesco
30
Invesco
Georgia
$29.9M +$399K +8,443 +1%
Fisher Asset Management
31
Fisher Asset Management
Washington
$27.5M -$455K -9,622 -2%
Renaissance Technologies
32
Renaissance Technologies
New York
$25.1M -$2.53M -53,409 -9%
RA
33
Royce & Associates
New York
$24.6M -$3.73M -78,800 -13%
Capital International Investors
34
Capital International Investors
California
$23.8M
Millennium Management
35
Millennium Management
New York
$22.5M -$5.17M -109,431 -19%
Goldman Sachs
36
Goldman Sachs
New York
$22.2M -$6.18M -130,814 -22%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$21.9M
SCM
38
Sterling Capital Management
North Carolina
$21.4M +$12.2K +259 +0.1%
FWIA
39
Fort Washington Investment Advisors
Ohio
$20.8M -$2.6M -55,000 -11%
Principal Financial Group
40
Principal Financial Group
Iowa
$18.7M -$1.34M -28,249 -7%
N
41
Nuveen
North Carolina
$18.5M +$3.39M +71,784 +22%
N
42
Natixis
France
$17.8M +$15.3M +323,818 +571%
AIM
43
Artemis Investment Management
United Kingdom
$17.1M +$6.5M +137,391 +58%
UBS AM
44
UBS AM
Illinois
$15.4M -$282K -5,955 -2%
MDSL
45
M.D. Sass LLC
New York
$14.2M -$1.29M -27,365 -8%
BAM
46
Bayview Asset Management
Florida
$14.1M
RRAM
47
River Road Asset Management
Kentucky
$13.9M +$7.39M +156,322 +111%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$13.5M -$41.6K -880 -0.3%
Public Employees Retirement Association of Colorado
49
Public Employees Retirement Association of Colorado
Colorado
$13.4M
Ameriprise
50
Ameriprise
Minnesota
$13.1M -$322K -6,811 -2%

WBS Hedge Fund Activity: Q3 2019 in Review

297 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2019, worth a combined $3.94B — up 0.11% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WBS and 29 opened new positions — a net loss of 10 holders — while 113 trimmed existing stakes and 111 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $176M. The largest seller was Capital Research Global Investors, cutting an estimated $44.7M.

  • 297 institutional investors held Webster Financial (WBS) as of Q3 2019, down from 309 in Q2 2019.
  • Funds reported $3.94B of Webster Financial stock for Q3 2019, up 0.11% quarter-over-quarter.
  • 29 funds opened new Webster Financial positions in Q3 2019 and 39 closed out, a net change of -10 holders.
  • The largest Webster Financial buyer in Q3 2019 was T. Rowe Price Associates, an estimated $176M added.
  • The largest Webster Financial seller in Q3 2019 was Capital Research Global Investors, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2019.