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Webster Financial

438 hedge funds and large institutions have $6.93B invested in Webster Financial in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4.75M

8% more capital invested

Capital invested by funds: $6.4B → $6.93B (+$529M)

1.1% more ownership

Funds ownership: 85.67%86.77% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 171

4% less funds holding

Funds holding: 455438 (-17)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

Holders
438
Holders Change
-17
Holders Change %
-3.74%
% of All Funds
6.29%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
156
Reduced
171
Closed
53
Calls
$13.2M
Puts
$4.75M
Net Calls
+$8.47M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HPCM
101
Hunter Perkins Capital Management
Illinois
$4.76M +$4.69M +102,135 New
BGIM
102
Brandywine Global Investment Management
Pennsylvania
$4.7M +$189K +4,109 +4%
Luther King Capital Management (LKCM)
103
Luther King Capital Management (LKCM)
Texas
$4.68M +$59.3K +1,292 +1%
CIC
104
Crawford Investment Counsel
Georgia
$4.58M +$137K +2,990 +3%
TCM
105
TimesSquare Capital Management
New York
$4.46M +$49.6K +1,080 +1%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$4.45M -$539K -11,745 -11%
SP
107
Stablepoint Partners
Massachusetts
$4.35M +$77.2K +1,683 +2%
MOACM
108
Mutual of America Capital Management
New York
$4.32M -$759K -16,540 -15%
QT
109
Quantbot Technologies
New York
$4.31M -$460K -10,022 -10%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$4.25M -$328K -7,150 -7%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$4.16M +$320K +6,964 +8%
MIM
112
MetLife Investment Management
New Jersey
$4.13M -$78.1K -1,701 -2%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$4.12M +$285K +6,205 +8%
CGPCS
114
Capital Group Private Client Services
California
$4.1M -$762K -16,595 -16%
SCM
115
Sterling Capital Management
North Carolina
$4.09M +$4.03M +87,780 New
Balyasny Asset Management
116
Balyasny Asset Management
Illinois
$3.86M -$43.7M -951,260 -92%
FL
117
Fourthstone LLC
Missouri
$3.83M +$3.2M +69,832 +569%
AB
118
Amalgamated Bank
New York
$3.81M -$1.17M -25,553 -24%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$3.76M -$40.4K -880 -1%
AWA
120
Arkadios Wealth Advisors
Georgia
$3.75M +$99.7K +2,172 +3%
Pathstone Holdings
121
Pathstone Holdings
New Jersey
$3.65M +$275K +5,993 +8%
Focus Partners Wealth
122
Focus Partners Wealth
Massachusetts
$3.62M -$3.4M -74,168 -49%
GCM
123
Gator Capital Management
Florida
$3.56M
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$3.48M +$14.2K +310 +0.4%
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$3.45M -$413K -9,000 -11%

WBS Hedge Fund Activity: Q3 2024 in Review

438 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2024, worth a combined $6.93B — up 8.3% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WBS and 39 opened new positions — a net loss of 14 holders — while 171 trimmed existing stakes and 156 added.

The largest buyer was Citadel Advisors, adding an estimated $84.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $73.3M.

  • 438 institutional investors held Webster Financial (WBS) as of Q3 2024, down from 455 in Q2 2024.
  • Funds reported $6.93B of Webster Financial stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 39 funds opened new Webster Financial positions in Q3 2024 and 53 closed out, a net change of -14 holders.
  • The largest Webster Financial buyer in Q3 2024 was Citadel Advisors, an estimated $84.4M added.
  • The largest Webster Financial seller in Q3 2024 was T. Rowe Price Associates, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2024.