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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
HPCM
126
Hunter Perkins Capital Management
Illinois
$4.08M -$1.56M -28,325 -28%
D.E. Shaw & Co
127
D.E. Shaw & Co
New York
$4M -$16.6M -301,947 -81%
CRC
128
Curi RMB Capital
Illinois
$3.97M +$61.7K +1,123 +2%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$3.87M -$109K -1,979 -3%
LPL Financial
130
LPL Financial
California
$3.87M +$858K +15,627 +29%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$3.75M -$1.28M -23,265 -26%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$3.73M -$729K -13,265 -16%
Comerica Bank
133
Comerica Bank
Texas
$3.69M +$236K +4,295 +7%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$3.63M +$79.9K +1,454 +2%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.56M -$225K -4,089 -6%
AIP
136
Ameritas Investment Partners
Nebraska
$3.43M -$46K -837 -1%
PFSRSONJ
137
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.41M +$3.39M +61,751 New
YCM
138
Yousif Capital Management
Michigan
$3.33M -$149K -2,719 -4%
APF
139
Alaska Permanent Fund
Alaska
$3.19M
PI
140
PineBridge Investments
New York
$3.17M +$944K +17,181 +43%
LIP
141
Lighthouse Investment Partners
Florida
$3.03M +$3.01M +54,843 New
TI
142
Trexquant Investment
Connecticut
$2.98M +$2.97M +54,027 New
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$2.94M -$145K -2,640 -5%
Creative Planning
144
Creative Planning
Kansas
$2.93M +$723K +13,160 +33%
State of New Jersey Common Pension Fund D
145
State of New Jersey Common Pension Fund D
New Jersey
$2.92M +$112K +2,032 +4%
AR
146
Advisory Research
Illinois
$2.89M
CCMINC
147
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.76M +$10.4K +189 +0.4%
ASRS
148
Arizona State Retirement System
Arizona
$2.75M +$20.4K +372 +0.8%
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
$2.7M -$940K -17,119 -26%
CCS
150
Concentric Capital Strategies
Connecticut
$2.67M +$2.65M +48,316 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.