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Webster Financial

436 hedge funds and large institutions have $5.72B invested in Webster Financial in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.7M

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

0.18% more ownership

Funds ownership: 86.9%87.08% (+0.18%)

4% less capital invested

Capital invested by funds: $5.96B → $5.72B (-$238M)

5% less funds holding

Funds holding: 457436 (-21)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

Holders
436
Holders Change
-21
Holders Change %
-4.6%
% of All Funds
6.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
43
Increased
163
Reduced
156
Closed
62
Calls
$3.25M
Puts
$2.7M
Net Calls
+$550K
Net Calls Change
+$862K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Basswood Capital Management
New York
$51.7M -$8.7M -235,738 -15%
Morgan Stanley
27
Morgan Stanley
New York
$48.6M +$2.14M +57,946 +5%
Charles Schwab
28
Charles Schwab
California
$47.5M +$490K +13,286 +1%
PCM
29
Polaris Capital Management
Massachusetts
$44.2M -$194K -5,266 -0.4%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$37.8M +$23.5M +636,178 +174%
Holocene Advisors
31
Holocene Advisors
New York
$36M -$12.6M -341,892 -26%
SEI Investments
32
SEI Investments
Pennsylvania
$34.3M +$1.66M +45,022 +5%
Fisher Asset Management
33
Fisher Asset Management
Washington
$33.4M +$192K +5,206 +0.6%
SFM
34
Systematic Financial Management
New Jersey
$33.1M -$95.1K -2,577 -0.3%
SSA
35
Schonfeld Strategic Advisors
New York
$28.8M +$26.2M +710,590 +1,341%
UBS AM
36
UBS AM
Illinois
$28.8M
Goldman Sachs
37
Goldman Sachs
New York
$26M +$2.61M +70,740 +11%
AU
38
Algebris (UK)
United Kingdom
$25M +$3.64M +98,480 +17%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$24.4M +$3M +81,328 +14%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$23.8M -$856K -23,182 -4%
Ameriprise
41
Ameriprise
Minnesota
$23.3M +$749K +20,293 +3%
Legal & General Group
42
Legal & General Group
United Kingdom
$22.4M -$3.82M -103,443 -15%
First Trust Advisors
43
First Trust Advisors
Illinois
$22.2M +$15.1M +409,880 +231%
FWIA
44
Fort Washington Investment Advisors
Ohio
$22.1M -$2.36M -63,816 -10%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$21.3M +$9.05M +245,007 +77%
SO
46
STRS Ohio
Ohio
$21.2M -$9.46M -256,277 -31%
CRM
47
Cramer Rosenthal McGlynn
Connecticut
$20.3M -$1.64M -44,557 -8%
KBC Group
48
KBC Group
Belgium
$19.3M +$12.2M +329,300 +182%
JP Morgan Chase
49
JP Morgan Chase
New York
$18.8M +$4.06M +109,936 +28%
SCA
50
Stieven Capital Advisors
Missouri
$18.3M +$2.76M +74,700 +18%

WBS Hedge Fund Activity: Q2 2023 in Review

436 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2023, worth a combined $5.72B — down 4% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WBS and 43 opened new positions — a net loss of 19 holders — while 156 trimmed existing stakes and 163 added.

The largest buyer was Point72 Asset Management, adding an estimated $66.5M. The largest seller was Millennium Management, cutting an estimated $59.8M.

  • 436 institutional investors held Webster Financial (WBS) as of Q2 2023, down from 457 in Q1 2023.
  • Funds reported $5.72B of Webster Financial stock for Q2 2023, down 4% quarter-over-quarter.
  • 43 funds opened new Webster Financial positions in Q2 2023 and 62 closed out, a net change of -19 holders.
  • The largest Webster Financial buyer in Q2 2023 was Point72 Asset Management, an estimated $66.5M added.
  • The largest Webster Financial seller in Q2 2023 was Millennium Management, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2023.