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Webster Financial

291 hedge funds and large institutions have $4.39B invested in Webster Financial in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $1.21M

11% more capital invested

Capital invested by funds: $3.94B → $4.39B (+$451M)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 113

1.74% less ownership

Funds ownership: 91.19%89.45% (-1.7%)

2% less funds holding

Funds holding: 297291 (-6)

Holders
291
Holders Change
-6
Holders Change %
-2.02%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
102
Reduced
113
Closed
34
Calls
$4.19M
Puts
$1.21M
Net Calls
+$2.97M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$36.6M -$5.97M -124,101 -15%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$34.4M -$12.9M -267,221 -29%
ACL
28
Azora Capital LP
Florida
$33.6M +$30.3M +629,139 New
Fisher Asset Management
29
Fisher Asset Management
Washington
$30.2M -$1M -20,855 -4%
WRF
30
Waddell & Reed Financial
Kansas
$29.7M -$9.11M -189,435 -25%
Invesco
31
Invesco
Georgia
$29.6M -$3.99M -82,887 -13%
Truist Financial
32
Truist Financial
North Carolina
$26.9M +$24.2M +503,824 New
RRAM
33
River Road Asset Management
Kentucky
$25.4M +$8.58M +178,385 +60%
RA
34
Royce & Associates
New York
$25.2M -$2.54M -52,869 -10%
FWIA
35
Fort Washington Investment Advisors
Ohio
$23.7M
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$23.6M -$1.22M -25,370 -5%
Principal Financial Group
37
Principal Financial Group
Iowa
$20.9M -$429K -8,913 -2%
UBS AM
38
UBS AM
Illinois
$20.4M +$2.6M +54,082 +16%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$18.3M +$2.69M +55,863 +19%
AIM
40
Artemis Investment Management
United Kingdom
$17.5M -$1.81M -37,707 -10%
Goldman Sachs
41
Goldman Sachs
New York
$17M -$7.45M -154,806 -33%
N
42
Nuveen
North Carolina
$16M -$4.53M -94,112 -24%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$15.6M +$13M +269,338 +1,126%
Public Employees Retirement Association of Colorado
44
Public Employees Retirement Association of Colorado
Colorado
$15.2M
MDSL
45
M.D. Sass LLC
New York
$15M -$1.03M -21,347 -7%
NC
46
Nicholas Company
Wisconsin
$14M -$737K -15,320 -6%
Ameriprise
47
Ameriprise
Minnesota
$14M -$784K -16,303 -6%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$13.3M +$727K +15,117 +6%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$12.6M -$722 -15 -0%
N
50
Natixis
France
$12.4M -$7.05M -146,602 -39%

WBS Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2019, worth a combined $4.39B — up 11% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WBS positions and 34 closed out — a net gain of 3 holders — while 102 added to existing stakes and 113 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $65.6M. The largest seller was American Century Companies, exiting entirely with an estimated $119M sold.

  • 291 institutional investors held Webster Financial (WBS) as of Q4 2019, down from 297 in Q3 2019.
  • Funds reported $4.39B of Webster Financial stock for Q4 2019, up 11% quarter-over-quarter.
  • 37 funds opened new Webster Financial positions in Q4 2019 and 34 closed out, a net change of +3 holders.
  • The largest Webster Financial buyer in Q4 2019 was Citadel Advisors, an estimated $65.6M added.
  • The largest Webster Financial seller in Q4 2019 was American Century Companies, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2019.