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Webster Financial
WBS

231 hedge funds and large institutions have $3.09B invested in Webster Financial in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

167% more funds holding in top 10

Funds holding in top 10: 3 → 8 (+5)

19% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 69

17% more capital invested

Capital invested by funds: $2.64B → $3.09B (+$453M)

15% more funds holding

Funds holding: 201 → 231 (+30)

2.46% more ownership

Funds ownership: 90.02% → 92.48% (+2.5%)

1% less call options, than puts

Call options by funds: $831K | Put options by funds: $840K

Holders
231
Holders Change
+30
Holders Change %
+14.93%
% of All Funds
6.16%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
50
Increased
82
Reduced
69
Closed
18
Calls
$831K
Puts
$840K
Net Calls
-$9K
Net Calls Change
-$343K

Top Buyers

1
KA
Kerrisdale Advisers
Florida
+$47.2M
2
TA
Tiptree Advisors
New York
+$35.4M
3
Prudential Financial
Prudential Financial
New Jersey
+$24.4M
4
CC
Clearline Capital
New York
+$23M
5
GKIM
GW&K Investment Management
Massachusetts
+$19.7M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$78.9M
2
SFM
Systematic Financial Management
New Jersey
-$42.3M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$18M
4
State Street
State Street
Massachusetts
-$17.4M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
51
Public Employees Retirement Association of Colorado
Colorado
$9.64M – – –
ACM
52
Archer Capital Management
New York
$9.58M +$8.68M +258,507 New
PCM
53
Polaris Capital Management
Massachusetts
$8.89M +$158K +4,700 +2%
LSV Asset Management
54
LSV Asset Management
Illinois
$8.82M -$151K -4,500 -2%
AIG
55
American International Group
New York
$8.69M +$132K +3,925 +2%
DGHMC
56
Dalton, Greiner, Hartman, Maher & Co
New York
$8.35M -$2.75M -82,014 -27%
NAM
57
Netols Asset Management
Wisconsin
$7.92M -$203K -6,034 -3%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$7.87M – – –
AQR Capital Management
59
AQR Capital Management
Connecticut
$7.64M -$279K -8,300 -4%
N
60
Nuveen
North Carolina
$7.62M +$3.06M +91,072 +79%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$7.5M +$337K +10,042 +5%
DVM
62
Dreman Value Management
Florida
$7.31M +$580K +17,280 +8%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$7.07M -$705K -21,000 -10%
SGCIA
64
Smith Graham & Co Investment Advisors
Texas
$6.92M -$7.39K -220 -0.1%
WA
65
Wasatch Advisors
Utah
$6.84M +$6.2M +184,512 New
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$6.15M – – –
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$6.13M -$101K -3,000 -2%
Jennison Associates
68
Jennison Associates
New York
$5.73M -$301K -8,957 -5%
TCM
69
Tygh Capital Management
Oregon
$5.72M +$5.18M +154,350 New
SAM
70
Sentinel Asset Management
Vermont
$5.68M +$5.15M +153,200 New
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$5.41M +$116K +3,447 +2%
Allianz Asset Management
72
Allianz Asset Management
Germany
$5.21M -$78.9M -2,349,070 -94%
DCM
73
Dupont Capital Management
Delaware
$4.92M -$224K -6,660 -5%
KCM
74
Kennedy Capital Management
Missouri
$4.8M -$5.31K -158 -0.1%
MAA
75
Managed Account Advisors
New Jersey
$4.73M +$534K +15,885 +14%
1 2
3
4 5

WBS Hedge Fund Activity: Q1 2015 in Review

231 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2015, worth a combined $3.09B — up 17% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WBS positions and 18 closed out — a net gain of 32 holders — while 82 added to existing stakes and 69 trimmed.

The largest buyer was Kerrisdale Advisers, opening a new position worth an estimated $47.2M. The largest seller was Allianz Asset Management, cutting an estimated $78.9M.

  • 231 institutional investors held Webster Financial (WBS) as of Q1 2015, up from 201 in Q4 2014.
  • Funds reported $3.09B of Webster Financial stock for Q1 2015, up 17% quarter-over-quarter.
  • 50 funds opened new Webster Financial positions in Q1 2015 and 18 closed out, a net change of +32 holders.
  • The largest Webster Financial buyer in Q1 2015 was Kerrisdale Advisers, an estimated $47.2M added.
  • The largest Webster Financial seller in Q1 2015 was Allianz Asset Management, an estimated $78.9M sold.

Based on aggregated 13F filings for Q1 2015.