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Webster Financial
WBS

Overview Fund Activity

456 hedge funds and large institutions have $5.96B invested in Webster Financial in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 168 increasing their positions, 171 reducing their positions, and 48 closing their positions.

Holders
456
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
7.3%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
168
Reduced
171
Closed
48
Calls
$3.76M
Puts
$4.07M
Net Calls
-$312K
Net Calls Change
-$1.32M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$200M
2
DAM
2
Davis Asset Management
California
$59.1M
3
State Street
3
State Street
Massachusetts
$312M
4
Millennium Management
4
Millennium Management
New York
$64.4M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$51.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$49.1M
2
Capital International Investors
2
Capital International Investors
California
$277M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$13.1M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
BFS
476
Bradley Foster & Sargent
Connecticut
– – -9,667 Closed
BC
477
Bridgefront Capital
Texas
– – -6,837 Closed
LA
478
LBP AM
France
– – -6,472 Closed
PTP
479
Platform Technology Partners
New York
– – -5,854 Closed
PRC
480
Pearl River Capital
Michigan
– – -5,768 Closed
FFM
481
Forum Financial Management
Illinois
– – -5,334 Closed
RJT
482
Raymond James Trust
Florida
– – -5,289 Closed
TF
483
TIAA FSB
Florida
– – -4,584 Closed
ISL
484
Ingalls & Snyder LLC
New York
– – -4,556 Closed
RPC
485
Rossmore Private Capital
Connecticut
– – -4,477 Closed
Assenagon Asset Management
486
Assenagon Asset Management
Luxembourg
– – -4,426 Closed
William Blair & Company
487
William Blair & Company
Illinois
– – -4,298 Closed
MCC
488
Money Concepts Capital
Florida
– – -3,442 Closed
Canada Pension Plan Investment Board
489
Canada Pension Plan Investment Board
Ontario, Canada
– – -1,700 Closed
T
490
TOBAM
France
– – -720 Closed
JEST
491
JTC Employer Solutions Trustee
Jersey
– – -500 Closed
KIA
492
Kraematon Investment Advisors
Massachusetts
– – -455 Closed
MWM
493
Mascoma Wealth Management
New Hampshire
– – -412 Closed
CS
494
Comerica Securities
Michigan
– – -244 Closed
CA
495
Crewe Advisors
Utah
– – -152 Closed
FGAM
496
Financial Gravity Asset Management
Texas
– – -47 Closed
LF
497
Lee Financial
Texas
– – -34 Closed
SWA
498
Sutton Wealth Advisors
Florida
– – -23 Closed
BAAM
499
Baker Avenue Asset Management
California
– – -16 Closed
MPCL
500
My Personal CFO LLC
Washington
– – -15 Closed
17 18 19
20
21