Webster Financial
455 hedge funds and large institutions have $6.4B invested in Webster Financial in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 180 reducing their positions, and 69 closing their positions.
1.43% less ownership
Funds ownership: 87.1% → 85.67% (-1.4%)
3% less funds holding
Funds holding: 470 → 455 (-15)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
14% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 69
16% less capital invested
Capital invested by funds: $7.59B → $6.4B (-$1.19B)
17% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 180
53% less call options, than puts
Call options by funds: $7.95M | Put options by funds: $16.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$53.7M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
+$32.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$30.5M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$28.1M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$167M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$105M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$59.5M |
| 4 |
Millennium Management
New York
|
-$50.2M |
| 5 |
Holocene Advisors
New York
|
-$27.9M |
WBS Hedge Fund Activity: Q2 2024 in Review
455 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2024, worth a combined $6.4B — down 16% from $7.59B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of WBS and 59 opened new positions — a net loss of 10 holders — while 180 trimmed existing stakes and 150 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $53.7M. The largest seller was Capital International Investors, cutting an estimated $167M.
- 455 institutional investors held Webster Financial (WBS) as of Q2 2024, down from 470 in Q1 2024.
- Funds reported $6.4B of Webster Financial stock for Q2 2024, down 16% quarter-over-quarter.
- 59 funds opened new Webster Financial positions in Q2 2024 and 69 closed out, a net change of -10 holders.
- The largest Webster Financial buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $53.7M added.
- The largest Webster Financial seller in Q2 2024 was Capital International Investors, an estimated $167M sold.
Based on aggregated 13F filings for Q2 2024.