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Webster Financial

290 hedge funds and large institutions have $5.44B invested in Webster Financial in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $5.98M

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $4.85B → $5.44B (+$590M)

7% more funds holding

Funds holding: 271290 (+19)

2.4% less ownership

Funds ownership: 95.21%92.8% (-2.4%)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
290
Holders Change
+19
Holders Change %
+7.01%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
90
Reduced
108
Closed
17
Calls
$15.2M
Puts
$5.98M
Net Calls
+$9.19M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
76
Winton Group
United Kingdom
$7.08M +$6.5M +104,437 +1,565%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$6.38M +$1.75M +28,171 +39%
PPA
78
Parametric Portfolio Associates
Washington
$5.96M +$461K +7,409 +9%
TD Asset Management
79
TD Asset Management
Ontario, Canada
$5.77M -$262K -4,200 -4%
Stifel Financial
80
Stifel Financial
Missouri
$5.65M -$55.7K -894 -1%
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$5.56M -$95.5K -1,534 -2%
MOACM
82
Mutual of America Capital Management
New York
$5.4M +$192K +3,082 +4%
ECP
83
Elk Creek Partners
Colorado
$5.34M +$512K +8,219 +11%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$5.1M
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$4.7M +$726K +11,660 +19%
TCM
86
Tygh Capital Management
Oregon
$4.65M +$34.9K +560 +0.8%
First Trust Advisors
87
First Trust Advisors
Illinois
$4.65M +$754K +12,107 +20%
Comerica Bank
88
Comerica Bank
Texas
$4.6M -$213K -3,425 -5%
CS
89
Credit Suisse
Switzerland
$4.48M +$298K +4,786 +7%
CAM
90
Congress Asset Management
Massachusetts
$4.34M -$116K -1,870 -3%
FTIOP
91
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.32M +$4.22M +67,777 New
Nomura Holdings
92
Nomura Holdings
Japan
$4.29M +$4.15M +66,585 +7,936%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.16M -$481K -7,727 -11%
DCM
94
Daruma Capital Management
New York
$4.14M -$80.2K -1,288 -2%
ASRS
95
Arizona State Retirement System
Arizona
$4.07M +$104K +1,668 +3%
AIP
96
Ameritas Investment Partners
Nebraska
$4.06M -$22.2K -356 -0.6%
ACI
97
AMP Capital Investors
Australia
$3.96M -$215K -3,450 -5%
NC
98
NBW Capital
Massachusetts
$3.84M +$78.3K +1,258 +2%
TPSF
99
Texas Permanent School Fund
Texas
$3.79M -$95.7K -1,537 -3%
Aberdeen Group
100
Aberdeen Group
United Kingdom
$3.78M +$3.69M +59,315 New

WBS Hedge Fund Activity: Q2 2018 in Review

290 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2018, worth a combined $5.44B — up 12% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WBS positions and 17 closed out — a net gain of 20 holders — while 90 added to existing stakes and 108 trimmed.

The largest buyer was Capital World Investors, adding an estimated $27.7M. The largest seller was Goldman Sachs, cutting an estimated $60.9M.

  • 290 institutional investors held Webster Financial (WBS) as of Q2 2018, up from 271 in Q1 2018.
  • Funds reported $5.44B of Webster Financial stock for Q2 2018, up 12% quarter-over-quarter.
  • 37 funds opened new Webster Financial positions in Q2 2018 and 17 closed out, a net change of +20 holders.
  • The largest Webster Financial buyer in Q2 2018 was Capital World Investors, an estimated $27.7M added.
  • The largest Webster Financial seller in Q2 2018 was Goldman Sachs, an estimated $60.9M sold.

Based on aggregated 13F filings for Q2 2018.