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Webster Financial

470 hedge funds and large institutions have $8.4B invested in Webster Financial in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 162 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $6.57M

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $6.93B → $8.4B (+$1.47B)

7% more funds holding

Funds holding: 438470 (+32)

1.98% more ownership

Funds ownership: 86.77%88.75% (+2%)

2% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 165

Holders
470
Holders Change
+32
Holders Change %
+7.31%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
74
Increased
162
Reduced
165
Closed
36
Calls
$29.5M
Puts
$6.57M
Net Calls
+$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
101
Tompkins Financial
New York
$5.8M -$469K -8,533 -8%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$5.75M -$5.94M -108,159 -51%
CCM
103
Cinctive Capital Management
New York
$5.69M +$2.55M +46,359 +82%
PU
104
Petiole USA
New York
$5.63M +$1.81M +33,000 +48%
Luther King Capital Management (LKCM)
105
Luther King Capital Management (LKCM)
Texas
$5.56M +$13.2K +240 +0.2%
MIM
106
MetLife Investment Management
New Jersey
$5.33M +$441K +8,026 +9%
SP
107
Stablepoint Partners
Massachusetts
$5.22M +$64K +1,166 +1%
CIC
108
Crawford Investment Counsel
Georgia
$5.14M -$282K -5,125 -5%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$5.1M -$172K -3,132 -3%
SCM
110
Sterling Capital Management
North Carolina
$5.03M +$184K +3,352 +4%
BGIM
111
Brandywine Global Investment Management
Pennsylvania
$5.02M -$369K -6,721 -7%
MOACM
112
Mutual of America Capital Management
New York
$5M -$116K -2,104 -2%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$4.77M -$116K -2,104 -2%
SI
114
Sapience Investments
California
$4.76M -$1.34M -24,381 -22%
CGPCS
115
Capital Group Private Client Services
California
$4.76M -$97.9K -1,783 -2%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$4.74M +$415K +7,557 +10%
AB
117
Amalgamated Bank
New York
$4.53M +$10.4K +189 +0.2%
CM
118
Crestline Management
Texas
$4.46M +$3.42M +62,333 +339%
KBC Group
119
KBC Group
Belgium
$4.35M +$2.99M +54,354 +222%
SSA
120
Schonfeld Strategic Advisors
New York
$4.26M -$2.45M -44,630 -37%
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$4.24M +$148K +2,700 +4%
WTC
122
WhitTier Trust Company
Nevada
$4.24M +$215K +3,911 +5%
GCM
123
Gator Capital Management
Florida
$4.2M -$16.5K -300 -0.4%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$4.14M +$25.8K +470 +0.6%
RC
125
Roubaix Capital
Colorado
$4.14M +$4.12M +75,036 New

WBS Hedge Fund Activity: Q4 2024 in Review

470 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2024, worth a combined $8.4B — up 21% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new WBS positions and 36 closed out — a net gain of 38 holders — while 162 added to existing stakes and 165 trimmed.

The largest buyer was Verition Fund Management, adding an estimated $60.1M. The largest seller was Citadel Advisors, cutting an estimated $121M.

  • 470 institutional investors held Webster Financial (WBS) as of Q4 2024, up from 438 in Q3 2024.
  • Funds reported $8.4B of Webster Financial stock for Q4 2024, up 21% quarter-over-quarter.
  • 74 funds opened new Webster Financial positions in Q4 2024 and 36 closed out, a net change of +38 holders.
  • The largest Webster Financial buyer in Q4 2024 was Verition Fund Management, an estimated $60.1M added.
  • The largest Webster Financial seller in Q4 2024 was Citadel Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2024.