We are live on ! Find out more
WBS icon

Webster Financial

438 hedge funds and large institutions have $6.93B invested in Webster Financial in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4.75M

8% more capital invested

Capital invested by funds: $6.4B → $6.93B (+$529M)

1.1% more ownership

Funds ownership: 85.67%86.77% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 171

4% less funds holding

Funds holding: 455438 (-17)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

Holders
438
Holders Change
-17
Holders Change %
-3.74%
% of All Funds
6.29%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
156
Reduced
171
Closed
53
Calls
$13.2M
Puts
$4.75M
Net Calls
+$8.47M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Diamond Hill Capital Management
26
Diamond Hill Capital Management
Ohio
$82.1M -$4.12M -89,755 -5%
Pzena Investment Management
27
Pzena Investment Management
New York
$80.5M -$763K -16,634 -1%
Charles Schwab
28
Charles Schwab
California
$68.5M +$1.58M +34,373 +2%
Point72 Asset Management
29
Point72 Asset Management
Connecticut
$64.6M -$9.98M -217,458 -14%
Northern Trust
30
Northern Trust
Illinois
$55.9M -$2.33M -50,825 -4%
Principal Financial Group
31
Principal Financial Group
Iowa
$48.2M -$5.45M -118,731 -10%
SFM
32
Systematic Financial Management
New Jersey
$44.8M +$4.92M +107,165 +13%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$44.5M +$28.5M +619,934 +183%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$35.9M +$12.9M +281,686 +58%
PCM
35
Polaris Capital Management
Massachusetts
$35.8M +$1.2M +26,200 +4%
FCM
36
Frontier Capital Management
Massachusetts
$35.8M +$5.7M +124,156 +19%
PCM
37
PAR Capital Management
Massachusetts
$32.6M +$4.59M +100,000 +17%
Fisher Asset Management
38
Fisher Asset Management
Washington
$31.8M -$114K -2,490 -0.4%
Verition Fund Management
39
Verition Fund Management
Connecticut
$31.5M -$614K -13,370 -2%
SCA
40
Stieven Capital Advisors
Missouri
$28.1M +$3.99M +87,000 +17%
Goldman Sachs
41
Goldman Sachs
New York
$25.1M -$3.75M -81,807 -13%
SC
42
Samlyn Capital
New York
$24.3M -$740K -16,126 -3%
DDPIC
43
Deroy & Devereaux Private Investment Counsel
Michigan
$23.9M +$3.78M +82,430 +19%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$23.3M -$575K -12,524 -2%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$23.1M -$3.14M -68,397 -12%
KCM
46
Kodai Capital Management
Illinois
$22.8M +$22.5M +489,960 New
MCM
47
Moore Capital Management
New York
$22.6M +$2.78M +60,515 +14%
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$22.1M +$21.8M +475,137 New
Ameriprise
49
Ameriprise
Minnesota
$21.5M -$666K -14,511 -3%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$21.5M -$157K -3,414 -0.7%

WBS Hedge Fund Activity: Q3 2024 in Review

438 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2024, worth a combined $6.93B — up 8.3% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WBS and 39 opened new positions — a net loss of 14 holders — while 171 trimmed existing stakes and 156 added.

The largest buyer was Citadel Advisors, adding an estimated $84.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $73.3M.

  • 438 institutional investors held Webster Financial (WBS) as of Q3 2024, down from 455 in Q2 2024.
  • Funds reported $6.93B of Webster Financial stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 39 funds opened new Webster Financial positions in Q3 2024 and 53 closed out, a net change of -14 holders.
  • The largest Webster Financial buyer in Q3 2024 was Citadel Advisors, an estimated $84.4M added.
  • The largest Webster Financial seller in Q3 2024 was T. Rowe Price Associates, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2024.