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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
DFCM
476
Dark Forest Capital Management
Puerto Rico
-$113K -2,868 Closed
EI
477
Ellevest Inc
New York
-$73.8K -1,873 Closed
RI
478
Ridgewood Investments
New Jersey
-$70K -1,775 Closed
MC
479
Machina Capital
France
-$66K -1,673 Closed
QL
480
Quarry LP
New York
-$48.4K -1,227 Closed
SL
481
Savior LLC
Massachusetts
-$45.1K -1,145 Closed
JWM
482
Janiczek Wealth Management
Colorado
-$15.7K -421 Closed
JGIA
483
Jackson Grant Investment Advisers
Connecticut
-$15.8K -400 Closed
CFO
484
CVA Family Office
Colorado
-$12.4K -315 Closed
RTC
485
Riverview Trust Company
Washington
-$11.8K -299 Closed
ST
486
Sageworth Trust
Pennsylvania
-$6.74K -171 Closed
NC
487
NewSquare Capital
Pennsylvania
-$3.94K -100 Closed
BWL
488
Bogart Wealth LLC
Virginia
-$1.58K -40 Closed
AF
489
Advisornet Financial
Minnesota
-$1.18K -30 Closed
MBFW
490
Morton Brown Family Wealth
Pennsylvania
-$1.1K -28 Closed
SC
491
Schubert & Co
Texas
-$789 -20 Closed
AWM
492
Accel Wealth Management
Iowa
-$680 -17 Closed
WWM
493
Wolff Wiese Magana
California
-$395 -10 Closed
HI
494
Horizon Investments
North Carolina
-$311 -8 Closed
TFM
495
TFC Financial Management
Massachusetts
-$198 -5 Closed
HCP
496
Hexagon Capital Partners
Arkansas
-$118 -3 Closed
SSG
497
Summit Securities Group
New York
+$37 +1 New
CAL
498
Capital Advisors Ltd
Ohio
+$258 +7 New

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.