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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
HFM
101
Hartford Financial Management
Connecticut
$1.26M +$29.6K +1,091 +2%
EPCA
102
Elizabeth Park Capital Advisors
Ohio
$1.25M +$1.28M +47,325 New
Osaic Holdings
103
Osaic Holdings
Arizona
$1.23M -$33.2K -1,224 -3%
ZCM
104
Ziegler Capital Management
Illinois
$1.21M +$27.5K +1,015 +2%
Citigroup
105
Citigroup
New York
$1.21M -$76.6K -2,829 -6%
Bank of Nova Scotia
106
Bank of Nova Scotia
Ontario, Canada
$1.15M +$1.18M +43,700 New
Canada Life
107
Canada Life
Manitoba, Canada
$1.14M -$70.1K -2,588 -6%
TAM
108
Trillium Asset Management
Massachusetts
$1.13M -$500K -18,464 -30%
American Century Companies
109
American Century Companies
Missouri
$1.08M +$244K +9,010 +28%
WB
110
Webster Bank
Connecticut
$976K
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$973K +$1.38K +51 +0.1%
LSV Asset Management
112
LSV Asset Management
Illinois
$958K
MSE
113
MUFG Securities EMEA
United Kingdom
$924K +$948K +35,000 New
NMIMC
114
Northwestern Mutual Investment Management Company
Wisconsin
$898K
CCMINC
115
Cardinal Capital Management Inc (North Carolina)
North Carolina
$897K +$40.4K +1,492 +5%
Capital Fund Management (CFM)
116
Capital Fund Management (CFM)
France
$895K +$917K +33,871 New
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$867K -$813 -30 -0.1%
SOMRS
118
State of Michigan Retirement System
Michigan
$867K
JMPWA
119
JP Morgan Private Wealth Advisors
California
$838K -$34.7K -1,280 -4%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$810K -$92.2K -3,404 -10%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$804K -$11.4K -421 -1%
SCM
122
Shelton Capital Management
Colorado
$804K +$825K +30,445 New
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$768K -$344K -12,693 -30%
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$763K +$266K +9,831 +52%
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
$738K +$164K +6,069 +28%

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.