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Webster Financial

436 hedge funds and large institutions have $5.72B invested in Webster Financial in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.7M

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

0.18% more ownership

Funds ownership: 86.9%87.08% (+0.18%)

4% less capital invested

Capital invested by funds: $5.96B → $5.72B (-$238M)

5% less funds holding

Funds holding: 457436 (-21)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

Holders
436
Holders Change
-21
Holders Change %
-4.6%
% of All Funds
6.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
43
Increased
163
Reduced
156
Closed
62
Calls
$3.25M
Puts
$2.7M
Net Calls
+$550K
Net Calls Change
+$862K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$4.8M -$6.16M -166,836 -57%
AAF
102
Andra AP-fonden
Sweden
$4.79M +$938K +25,400 +25%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$4.69M +$1.94M +52,558 +73%
CGPCS
104
Capital Group Private Client Services
California
$4.67M +$1.17M +31,671 +34%
FAF
105
Fjarde Ap-fonden
Sweden
$4.64M -$18.5K -500 -0.4%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$4.57M +$979K +26,519 +28%
AT
107
AMF Tjänstepension
Sweden
$4.41M -$1.72M -46,492 -29%
TAM
108
Trillium Asset Management
Massachusetts
$4.36M +$59.7K +1,618 +1%
AB
109
Amalgamated Bank
New York
$4.3M -$210K -5,689 -5%
Prudential Financial
110
Prudential Financial
New Jersey
$4.2M -$1.25M -33,908 -23%
KBG
111
Kahn Brothers Group
New York
$4.02M -$244K -6,609 -6%
BC
112
Brookfield Corp
Ontario, Canada
$4M -$1.91M -51,604 -33%
MIM
113
MetLife Investment Management
New Jersey
$3.95M -$73.1K -1,980 -2%
TAF
114
Tredje AP-fonden
Sweden
$3.82M -$369K -9,993 -9%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$3.76M -$189K -5,128 -5%
CIC
116
Crawford Investment Counsel
Georgia
$3.71M -$217K -5,890 -6%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$3.52M
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$3.48M -$18.1K -489 -0.5%
Osaic Holdings
119
Osaic Holdings
Arizona
$3.45M +$18.7K +507 +0.6%
YCM
120
Yousif Capital Management
Michigan
$3.25M -$99.6K -2,699 -3%
BFM
121
Boothbay Fund Management
New York
$3.21M +$2.89M +78,326 +1,145%
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.19M +$225K +6,096 +8%
FL
123
Fourthstone LLC
Missouri
$3.17M +$3.1M +84,000 New
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$3.15M +$55.8K +1,511 +2%
GCM
125
Gator Capital Management
Florida
$3.14M +$1.69M +45,900 +123%

WBS Hedge Fund Activity: Q2 2023 in Review

436 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2023, worth a combined $5.72B — down 4% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WBS and 43 opened new positions — a net loss of 19 holders — while 156 trimmed existing stakes and 163 added.

The largest buyer was Point72 Asset Management, adding an estimated $66.5M. The largest seller was Millennium Management, cutting an estimated $59.8M.

  • 436 institutional investors held Webster Financial (WBS) as of Q2 2023, down from 457 in Q1 2023.
  • Funds reported $5.72B of Webster Financial stock for Q2 2023, down 4% quarter-over-quarter.
  • 43 funds opened new Webster Financial positions in Q2 2023 and 62 closed out, a net change of -19 holders.
  • The largest Webster Financial buyer in Q2 2023 was Point72 Asset Management, an estimated $66.5M added.
  • The largest Webster Financial seller in Q2 2023 was Millennium Management, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2023.