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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
Swiss National Bank
76
Swiss National Bank
Switzerland
$3.23M +$64.9K +2,100 +2%
Los Angeles Capital Management
77
Los Angeles Capital Management
California
$3.07M -$58.8K -1,900 -2%
BCM
78
Bridgeway Capital Management
Texas
$2.9M
First Trust Advisors
79
First Trust Advisors
Illinois
$2.77M -$1.05M -34,107 -29%
TPSF
80
Texas Permanent School Fund
Texas
$2.64M -$18.9K -610 -0.7%
MPAM
81
Monarch Partners Asset Management
Massachusetts
$2.63M +$526K +17,000 +27%
TI
82
Turner Investments
Pennsylvania
$2.61M
SCM
83
Sterling Capital Management
North Carolina
$2.48M -$28K -905 -1%
WI
84
WBI Investments
New Jersey
$2.46M +$160K +5,178 +7%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$2.44M -$20.7K -669 -0.9%
CS
86
Credit Suisse
Switzerland
$2.36M -$112K -3,609 -5%
PPA
87
Parametric Portfolio Associates
Washington
$2.36M +$24.2K +781 +1%
ERSOT
88
Employees Retirement System of Texas
Texas
$2.24M
Morgan Stanley
89
Morgan Stanley
New York
$2.15M +$349K +11,281 +21%
TRSOTSOK
90
Teachers Retirement System of the State of Kentucky
Kentucky
$2.08M
SEI Investments
91
SEI Investments
Pennsylvania
$2.08M +$1.98M +64,085 New
Stifel Financial
92
Stifel Financial
Missouri
$2.05M +$1.95M +62,905 New
ASRS
93
Arizona State Retirement System
Arizona
$2M +$136K +4,400 +8%
MOACM
94
Mutual of America Capital Management
New York
$1.85M +$23.5K +761 +1%
ProShare Advisors
95
ProShare Advisors
Maryland
$1.84M -$1.47M -47,388 -46%
Invesco
96
Invesco
Georgia
$1.81M -$6.4K -207 -0.4%
AP
97
AHL Partners
United Kingdom
$1.72M +$1.23M +39,855 +304%
BA
98
BlackRock Advisors
Delaware
$1.57M -$11.8M -382,792 -89%
Citigroup
99
Citigroup
New York
$1.54M -$2.87M -92,958 -66%
SO
100
STRS Ohio
Ohio
$1.52M

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.