Webster Financial
265 hedge funds and large institutions have $2.26B invested in Webster Financial in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 95 reducing their positions, and 42 closing their positions.
25% more capital invested
Capital invested by funds: $1.81B → $2.26B (+$455M)
14% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 95
2.14% more ownership
Funds ownership: 85.63% → 87.77% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 275 → 265 (-10)
18% less call options, than puts
Call options by funds: $3.49M | Put options by funds: $4.26M
19% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$22.6M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$17.2M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$14.7M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$12.5M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$37.9M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$23.4M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$17.1M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$16.8M |
| 5 |
Millennium Management
New York
|
-$12.7M |
WBS Hedge Fund Activity: Q2 2020 in Review
265 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2020, worth a combined $2.26B — up 25% from $1.81B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of WBS and 34 opened new positions — a net loss of 8 holders — while 95 trimmed existing stakes and 108 added.
The largest buyer was Capital International Investors, opening a new position worth an estimated $22.6M. The largest seller was Citadel Advisors, cutting an estimated $37.9M.
- 265 institutional investors held Webster Financial (WBS) as of Q2 2020, down from 275 in Q1 2020.
- Funds reported $2.26B of Webster Financial stock for Q2 2020, up 25% quarter-over-quarter.
- 34 funds opened new Webster Financial positions in Q2 2020 and 42 closed out, a net change of -8 holders.
- The largest Webster Financial buyer in Q2 2020 was Capital International Investors, an estimated $22.6M added.
- The largest Webster Financial seller in Q2 2020 was Citadel Advisors, an estimated $37.9M sold.
Based on aggregated 13F filings for Q2 2020.