Webster Financial
478 hedge funds and large institutions have $7.61B invested in Webster Financial in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 132 increasing their positions, 174 reducing their positions, and 63 closing their positions.
795% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $1.39M
65% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 63
26% more capital invested
Capital invested by funds: $6.02B → $7.61B (+$1.59B)
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
8% more funds holding
Funds holding: 443 → 478 (+35)
0.92% more ownership
Funds ownership: 86.26% → 87.18% (+0.92%)
24% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$84.7M |
| 2 |
Morgan Stanley
New York
|
+$47.9M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
+$37.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$36.5M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$33.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$86.1M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$46.7M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$26.8M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$22M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$15M |
WBS Hedge Fund Activity: Q4 2023 in Review
478 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2023, worth a combined $7.61B — up 26% from $6.02B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new WBS positions and 63 closed out — a net gain of 41 holders — while 132 added to existing stakes and 174 trimmed.
The largest buyer was Millennium Management, adding an estimated $84.7M. The largest seller was BlackRock, cutting an estimated $86.1M.
- 478 institutional investors held Webster Financial (WBS) as of Q4 2023, up from 443 in Q3 2023.
- Funds reported $7.61B of Webster Financial stock for Q4 2023, up 26% quarter-over-quarter.
- 104 funds opened new Webster Financial positions in Q4 2023 and 63 closed out, a net change of +41 holders.
- The largest Webster Financial buyer in Q4 2023 was Millennium Management, an estimated $84.7M added.
- The largest Webster Financial seller in Q4 2023 was BlackRock, an estimated $86.1M sold.
Based on aggregated 13F filings for Q4 2023.