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Webster Financial

255 hedge funds and large institutions have $2.06B invested in Webster Financial in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $2.3M

10% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 93

1.05% less ownership

Funds ownership: 87.77%86.72% (-1.1%)

4% less funds holding

Funds holding: 265255 (-10)

9% less capital invested

Capital invested by funds: $2.26B → $2.06B (-$199M)

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

Holders
255
Holders Change
-10
Holders Change %
-3.77%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
84
Reduced
93
Closed
40
Calls
$2.98M
Puts
$2.3M
Net Calls
+$673K
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$10.5M -$10.5M -387,698 -49%
SI
27
Sapience Investments
California
$10.3M +$1.78M +65,750 +20%
UBS AM
28
UBS AM
Illinois
$10M +$42.7K +1,576 +0.4%
Goldman Sachs
29
Goldman Sachs
New York
$9.63M +$1.6M +59,224 +19%
Man Group
30
Man Group
United Kingdom
$9.18M +$5.72M +211,194 +155%
SFM
31
Systematic Financial Management
New Jersey
$9.02M +$3.59M +132,437 +63%
FWIA
32
Fort Washington Investment Advisors
Ohio
$8.89M +$463K +17,111 +5%
Wells Fargo
33
Wells Fargo
California
$8.66M -$26.7M -984,796 -75%
JP Morgan Chase
34
JP Morgan Chase
New York
$8.6M -$1.51M -55,698 -14%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$8.36M -$1.71M -63,203 -17%
Truist Financial
36
Truist Financial
North Carolina
$8.17M -$1.9M -70,250 -19%
First Trust Advisors
37
First Trust Advisors
Illinois
$8.01M +$1.55M +57,160 +23%
BGC
38
Blue Grotto Capital
Georgia
$7.79M +$3.92M +144,783 +97%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$7.78M +$983K +36,300 +14%
PPA
40
Parametric Portfolio Associates
Washington
$7.67M +$288K +10,644 +4%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$7.2M +$433K +16,000 +6%
MFIMFI
42
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.12M +$2.4M +88,525 +49%
Principal Financial Group
43
Principal Financial Group
Iowa
$6.9M -$456K -16,819 -6%
Public Employees Retirement Association of Colorado
44
Public Employees Retirement Association of Colorado
Colorado
$6.6M -$125K -4,625 -2%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$6.55M -$201K -7,419 -3%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$6.31M -$2.99M -110,543 -32%
PCM
47
Peregrine Capital Management
Minnesota
$6.16M +$986K +36,415 +19%
Ameriprise
48
Ameriprise
Minnesota
$6.12M -$864K -31,892 -12%
NM
49
Newtyn Management
New York
$6.07M
AQR Capital Management
50
AQR Capital Management
Connecticut
$5.99M +$2.28M +84,258 +59%

WBS Hedge Fund Activity: Q3 2020 in Review

255 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2020, worth a combined $2.06B — down 8.8% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WBS and 31 opened new positions — a net loss of 9 holders — while 93 trimmed existing stakes and 84 added.

The largest buyer was Russell Investments Group, adding an estimated $32.1M. The largest seller was Wells Fargo, cutting an estimated $26.7M.

  • 255 institutional investors held Webster Financial (WBS) as of Q3 2020, down from 265 in Q2 2020.
  • Funds reported $2.06B of Webster Financial stock for Q3 2020, down 8.8% quarter-over-quarter.
  • 31 funds opened new Webster Financial positions in Q3 2020 and 40 closed out, a net change of -9 holders.
  • The largest Webster Financial buyer in Q3 2020 was Russell Investments Group, an estimated $32.1M added.
  • The largest Webster Financial seller in Q3 2020 was Wells Fargo, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2020.