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Webster Financial

309 hedge funds and large institutions have $4.25B invested in Webster Financial in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 102

3% more capital invested

Capital invested by funds: $4.13B → $4.25B (+$128M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.49% less ownership

Funds ownership: 91.48%90.99% (-0.49%)

2% less funds holding

Funds holding: 316309 (-7)

14% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 42

67% less call options, than puts

Call options by funds: $3.56M | Put options by funds: $10.7M

Holders
309
Holders Change
-7
Holders Change %
-2.22%
% of All Funds
6.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
119
Reduced
102
Closed
42
Calls
$3.56M
Puts
$10.7M
Net Calls
-$7.16M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
126
Canada Pension Plan Investment Board
Ontario, Canada
$1.63M +$1.75M +32,200 New
CC
127
Cipher Capital
New York
$1.62M +$482K +8,897 +38%
CCMINC
128
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.6M +$12.9K +238 +0.8%
PSUF
129
People's United Financial
Connecticut
$1.58M -$131K -2,419 -7%
Federated Hermes
130
Federated Hermes
Pennsylvania
$1.53M -$82.1K -1,515 -5%
CEP
131
Chicago Equity Partners
Illinois
$1.5M -$13.8K -255 -0.9%
OAM
132
Oppenheimer Asset Management
New York
$1.43M +$102K +1,883 +7%
PGCM
133
Prescott Group Capital Management
Oklahoma
$1.42M
Morgan Stanley
134
Morgan Stanley
New York
$1.4M -$898K -16,563 -37%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$1.34M -$1.52K -28 -0.1%
Squarepoint
136
Squarepoint
New York
$1.33M -$3.97M -73,181 -74%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$1.32M +$71.9K +1,327 +5%
Rafferty Asset Management
138
Rafferty Asset Management
New York
$1.29M +$294K +5,420 +27%
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$1.25M +$10.8K +200 +0.8%
BC
140
Brinker Capital
Pennsylvania
$1.23M +$164K +3,026 +14%
RC
141
Roubaix Capital
Colorado
$1.23M +$1.31M +24,208 New
SF
142
Synovus Financial
Georgia
$1.22M +$221K +4,077 +20%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$1.21M +$26.1K +481 +2%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$1.21M -$1.76M -32,400 -58%
SCM
145
Stevens Capital Management
Pennsylvania
$1.15M -$1.33M -24,550 -52%
TIP
146
Torray Investment Partners
Maryland
$1.14M +$32.1K +593 +3%
VRS
147
Virginia Retirement Systems
Virginia
$1.13M +$5.42K +100 +0.5%
GIP
148
Granite Investment Partners
California
$1.11M +$404K +7,462 +52%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$1.09M +$247K +4,554 +27%
EP
150
Elkfork Partners
Oregon
$1.07M +$125K +2,312 +12%

WBS Hedge Fund Activity: Q1 2019 in Review

309 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2019, worth a combined $4.25B — up 3.1% from $4.13B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of WBS and 36 opened new positions — a net loss of 6 holders — while 102 trimmed existing stakes and 119 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $45.3M. The largest seller was Balyasny Asset Management, cutting an estimated $23.2M.

  • 309 institutional investors held Webster Financial (WBS) as of Q1 2019, down from 316 in Q4 2018.
  • Funds reported $4.25B of Webster Financial stock for Q1 2019, up 3.1% quarter-over-quarter.
  • 36 funds opened new Webster Financial positions in Q1 2019 and 42 closed out, a net change of -6 holders.
  • The largest Webster Financial buyer in Q1 2019 was Vaughan Nelson Investment Management, an estimated $45.3M added.
  • The largest Webster Financial seller in Q1 2019 was Balyasny Asset Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2019.