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Webster Financial

255 hedge funds and large institutions have $2.06B invested in Webster Financial in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $2.3M

10% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 93

1.05% less ownership

Funds ownership: 87.77%86.72% (-1.1%)

4% less funds holding

Funds holding: 265255 (-10)

9% less capital invested

Capital invested by funds: $2.26B → $2.06B (-$199M)

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

Holders
255
Holders Change
-10
Holders Change %
-3.77%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
84
Reduced
93
Closed
40
Calls
$2.98M
Puts
$2.3M
Net Calls
+$673K
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$5.5M +$194K +7,146 +4%
NC
52
Nicholas Company
Wisconsin
$5.49M +$6.5K +240 +0.1%
Swiss National Bank
53
Swiss National Bank
Switzerland
$5.42M
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$5.23M -$206K -7,621 -4%
RA
55
Royce & Associates
New York
$5.09M -$3.75M -138,586 -42%
Hotchkis & Wiley Capital Management
56
Hotchkis & Wiley Capital Management
California
$4.81M +$4.93M +182,020 New
Bank of America
57
Bank of America
North Carolina
$4.81M -$1.59M -58,527 -24%
N
58
Nuveen
North Carolina
$4.75M -$910K -33,594 -16%
SGCIA
59
Smith Graham & Co Investment Advisors
Texas
$4.46M -$69.9K -2,579 -2%
Legal & General Group
60
Legal & General Group
United Kingdom
$4.46M +$326K +12,037 +8%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$4.38M +$149K +5,500 +3%
AIG
62
American International Group
New York
$4.37M -$85.6K -3,159 -2%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$4.05M +$80.5K +2,971 +2%
UBS Group
64
UBS Group
Switzerland
$3.8M +$2.49M +91,848 +177%
Voloridge Investment Management
65
Voloridge Investment Management
Florida
$3.46M +$1.54M +56,778 +76%
BAM
66
Bayview Asset Management
Florida
$3.45M
CS
67
Credit Suisse
Switzerland
$3.33M -$346K -12,755 -9%
RRAM
68
River Road Asset Management
Kentucky
$3.25M -$10.5K -389 -0.3%
FAM
69
Fred Alger Management
New York
$3.16M +$7.15K +264 +0.2%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.12M -$71.8K -2,651 -2%
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$3.11M +$2.44K +90 +0.1%
CAM
72
Congress Asset Management
Massachusetts
$2.93M -$93.3K -3,445 -3%
Verition Fund Management
73
Verition Fund Management
Connecticut
$2.6M +$2.67M +98,400 New
MOACM
74
Mutual of America Capital Management
New York
$2.46M -$58.5K -2,158 -2%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$2.35M +$3.52K +130 +0.1%

WBS Hedge Fund Activity: Q3 2020 in Review

255 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2020, worth a combined $2.06B — down 8.8% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WBS and 31 opened new positions — a net loss of 9 holders — while 93 trimmed existing stakes and 84 added.

The largest buyer was Russell Investments Group, adding an estimated $32.1M. The largest seller was Wells Fargo, cutting an estimated $26.7M.

  • 255 institutional investors held Webster Financial (WBS) as of Q3 2020, down from 265 in Q2 2020.
  • Funds reported $2.06B of Webster Financial stock for Q3 2020, down 8.8% quarter-over-quarter.
  • 31 funds opened new Webster Financial positions in Q3 2020 and 40 closed out, a net change of -9 holders.
  • The largest Webster Financial buyer in Q3 2020 was Russell Investments Group, an estimated $32.1M added.
  • The largest Webster Financial seller in Q3 2020 was Wells Fargo, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2020.