We are live on ! Find out more
WBS icon

Webster Financial

201 hedge funds and large institutions have $2.64B invested in Webster Financial in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $442K | Put options by funds: $108K

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $2.4B → $2.64B (+$236M)

3% more funds holding

Funds holding: 195201 (+6)

1.45% less ownership

Funds ownership: 91.46%90.02% (-1.4%)

32% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 79

Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
28
Increased
54
Reduced
79
Closed
18
Calls
$442K
Puts
$108K
Net Calls
+$334K
Net Calls Change
+$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
51
LSV Asset Management
Illinois
$7.89M -$504K -16,300 -6%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$7.87M +$9.28K +300 +0.1%
PCM
53
Polaris Capital Management
Massachusetts
$7.65M +$7.28M +235,316 New
AIG
54
American International Group
New York
$7.5M -$208K -6,719 -3%
NAM
55
Netols Asset Management
Wisconsin
$7.15M -$732K -23,663 -10%
AQR Capital Management
56
AQR Capital Management
Connecticut
$6.98M +$706K +22,824 +12%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$6.89M -$516K -16,700 -7%
DVM
58
Dreman Value Management
Florida
$6.75M +$362K +11,691 +6%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$6.26M +$81.1K +2,623 +1%
SGCIA
60
Smith Graham & Co Investment Advisors
Texas
$6.08M -$355K -11,470 -6%
Prudential Financial
61
Prudential Financial
New Jersey
$5.93M -$934K -30,200 -14%
EPCA
62
Elizabeth Park Capital Advisors
Ohio
$5.54M -$3.83M -123,800 -42%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$5.48M +$49.9K +1,613 +1%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$5.4M
Jennison Associates
65
Jennison Associates
New York
$5.32M -$371K -12,007 -7%
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$4.63M +$61.9K +2,001 +1%
DCM
67
Dupont Capital Management
Delaware
$4.53M -$884K -28,593 -17%
Deutsche Bank
68
Deutsche Bank
Germany
$4.33M -$1.33M -42,928 -24%
KCM
69
Kennedy Capital Management
Missouri
$4.22M -$16K -518 -0.4%
Comerica Bank
70
Comerica Bank
Texas
$4.13M +$1.91M +61,692 +95%
N
71
Nuveen
North Carolina
$3.73M +$208K +6,716 +6%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$3.72M
MAA
73
Managed Account Advisors
New Jersey
$3.64M -$2.55M -82,521 -42%
TAM
74
Trillium Asset Management
Massachusetts
$3.26M -$316K -10,233 -9%
HAI
75
Hennessy Advisors Inc
California
$3.25M -$928K -30,000 -23%

WBS Hedge Fund Activity: Q4 2014 in Review

201 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2014, worth a combined $2.64B — up 9.8% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WBS positions and 18 closed out — a net gain of 10 holders — while 54 added to existing stakes and 79 trimmed.

The largest buyer was Tiptree Advisors, opening a new position worth an estimated $33.6M. The largest seller was Millennium Management, cutting an estimated $22.6M.

  • 201 institutional investors held Webster Financial (WBS) as of Q4 2014, up from 195 in Q3 2014.
  • Funds reported $2.64B of Webster Financial stock for Q4 2014, up 9.8% quarter-over-quarter.
  • 28 funds opened new Webster Financial positions in Q4 2014 and 18 closed out, a net change of +10 holders.
  • The largest Webster Financial buyer in Q4 2014 was Tiptree Advisors, an estimated $33.6M added.
  • The largest Webster Financial seller in Q4 2014 was Millennium Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2014.