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Webster Financial

470 hedge funds and large institutions have $8.4B invested in Webster Financial in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 162 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $6.57M

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $6.93B → $8.4B (+$1.47B)

7% more funds holding

Funds holding: 438470 (+32)

1.98% more ownership

Funds ownership: 86.77%88.75% (+2%)

2% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 165

Holders
470
Holders Change
+32
Holders Change %
+7.31%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
74
Increased
162
Reduced
165
Closed
36
Calls
$29.5M
Puts
$6.57M
Net Calls
+$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$84.4M +$18.1M +329,267 +27%
Charles Schwab
27
Charles Schwab
California
$83.3M +$2.13M +38,713 +3%
SC
28
Samlyn Capital
New York
$82.4M +$53.4M +972,551 +187%
Point72 Asset Management
29
Point72 Asset Management
Connecticut
$67.5M -$9.01M -163,982 -12%
Diamond Hill Capital Management
30
Diamond Hill Capital Management
Ohio
$64.9M -$32.1M -585,184 -33%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$61.9M +$57M +1,038,085 +1,253%
BCM
32
Basswood Capital Management
New York
$61.1M -$36.8M -670,273 -38%
Citadel Advisors
33
Citadel Advisors
Florida
$57.5M -$121M -2,198,497 -68%
SFM
34
Systematic Financial Management
New Jersey
$55M +$1.95M +35,432 +4%
Principal Financial Group
35
Principal Financial Group
Iowa
$53.9M -$3.18M -57,937 -6%
TCM
36
TimesSquare Capital Management
New York
$45.5M +$40M +727,530 +760%
Fisher Asset Management
37
Fisher Asset Management
Washington
$45.1M +$7.38M +134,281 +20%
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$42.2M +$14.6M +265,940 +53%
FCM
39
Frontier Capital Management
Massachusetts
$42.1M -$322K -5,855 -0.8%
PCM
40
Polaris Capital Management
Massachusetts
$40.1M -$2.36M -43,000 -6%
PCM
41
PAR Capital Management
Massachusetts
$38.7M
First Trust Advisors
42
First Trust Advisors
Illinois
$37.2M +$15.3M +278,545 +70%
SCA
43
Stieven Capital Advisors
Missouri
$32.5M -$829K -15,100 -3%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$31.2M -$21.6M -393,716 -41%
FCM
45
FJ Capital Management
Virginia
$29.2M +$29M +528,385 New
DDPIC
46
Deroy & Devereaux Private Investment Counsel
Michigan
$28.5M +$197K +3,590 +0.7%
JP Morgan Chase
47
JP Morgan Chase
New York
$28.4M +$3.51M +63,926 +14%
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$27.5M +$1.28M +23,328 +5%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$27.5M +$110K +2,002 +0.4%
Boston Partners
50
Boston Partners
Massachusetts
$26.8M +$25M +455,257 +1,492%

WBS Hedge Fund Activity: Q4 2024 in Review

470 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2024, worth a combined $8.4B — up 21% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new WBS positions and 36 closed out — a net gain of 38 holders — while 162 added to existing stakes and 165 trimmed.

The largest buyer was Verition Fund Management, adding an estimated $60.1M. The largest seller was Citadel Advisors, cutting an estimated $121M.

  • 470 institutional investors held Webster Financial (WBS) as of Q4 2024, up from 438 in Q3 2024.
  • Funds reported $8.4B of Webster Financial stock for Q4 2024, up 21% quarter-over-quarter.
  • 74 funds opened new Webster Financial positions in Q4 2024 and 36 closed out, a net change of +38 holders.
  • The largest Webster Financial buyer in Q4 2024 was Verition Fund Management, an estimated $60.1M added.
  • The largest Webster Financial seller in Q4 2024 was Citadel Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2024.