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Webster Financial

201 hedge funds and large institutions have $2.64B invested in Webster Financial in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $442K | Put options by funds: $108K

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $2.4B → $2.64B (+$236M)

3% more funds holding

Funds holding: 195201 (+6)

1.45% less ownership

Funds ownership: 91.46%90.02% (-1.4%)

32% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 79

Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
28
Increased
54
Reduced
79
Closed
18
Calls
$442K
Puts
$108K
Net Calls
+$334K
Net Calls Change
+$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$639K -$14K -452 -2%
COPPSERS
127
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$630K +$211K +6,832 +55%
CSS
128
Cubist Systematic Strategies
Connecticut
$619K +$589K +19,040 New
GC
129
Guggenheim Capital
Illinois
$584K +$230K +7,437 +71%
CA
130
Cetera Advisors
Colorado
$545K +$3.09K +100 +0.6%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$529K +$503K +16,250 New
Bank of America
132
Bank of America
North Carolina
$523K -$152K -4,902 -23%
EFS
133
Essex Financial Services
Connecticut
$516K +$186 +6 +0%
PA
134
Profund Advisors
Maryland
$515K +$55.1K +1,782 +13%
PP
135
Paloma Partners
Connecticut
$510K +$485K +15,673 New
WCM
136
Wedge Capital Management
North Carolina
$489K +$465K +15,025 New
FQ
137
First Quadrant
California
$481K
AW
138
Alpha Windward
Massachusetts
$470K +$447K +14,460 New
WG
139
Winton Group
United Kingdom
$429K -$818K -26,450 -67%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$423K
UFF
141
USA Financial Formulas
Michigan
$422K +$401K +12,960 New
SAM
142
Securian Asset Management
Minnesota
$408K -$3.09K -100 -0.8%
PAM
143
Panagora Asset Management
Massachusetts
$385K
CCMINC
144
Cardinal Capital Management Inc (North Carolina)
North Carolina
$352K +$14.3K +464 +4%
AG
145
Aperio Group
California
$321K -$47.7K -1,541 -14%
SCM
146
Shelton Capital Management
Colorado
$303K -$21.5K -695 -7%
VIA
147
Vident Investment Advisory
Georgia
$283K +$269K +8,710 New
Canada Life
148
Canada Life
Manitoba, Canada
$267K
LPL Financial
149
LPL Financial
California
$263K +$5.29K +171 +2%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$254K -$2.47K -80 -1%

WBS Hedge Fund Activity: Q4 2014 in Review

201 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2014, worth a combined $2.64B — up 9.8% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WBS positions and 18 closed out — a net gain of 10 holders — while 54 added to existing stakes and 79 trimmed.

The largest buyer was Tiptree Advisors, opening a new position worth an estimated $33.6M. The largest seller was Millennium Management, cutting an estimated $22.6M.

  • 201 institutional investors held Webster Financial (WBS) as of Q4 2014, up from 195 in Q3 2014.
  • Funds reported $2.64B of Webster Financial stock for Q4 2014, up 9.8% quarter-over-quarter.
  • 28 funds opened new Webster Financial positions in Q4 2014 and 18 closed out, a net change of +10 holders.
  • The largest Webster Financial buyer in Q4 2014 was Tiptree Advisors, an estimated $33.6M added.
  • The largest Webster Financial seller in Q4 2014 was Millennium Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2014.