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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
WAM
151
World Asset Management
Michigan
$234K -$33K -1,066 -13%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$230K +$1.55K +50 +0.7%
SYBT
153
Stock Yards Bank & Trust
Kentucky
$228K
SG Americas Securities
154
SG Americas Securities
New York
$225K +$214K +6,929 New
CMBA
155
C.M. Bidwell & Associates
Hawaii
$220K +$167K +5,405 +397%
CAN
156
Cetera Advisor Networks
California
$220K +$209K +6,748 New
IMAS
157
ID Management A/S
Denmark
$211K
HighTower Advisors
158
HighTower Advisors
Illinois
$201K +$191K +6,192 New
Barclays
159
Barclays
United Kingdom
$200K +$37.6K +1,216 +24%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$191K -$28.6K -925 -14%
FM
161
Forward Management
California
$163K
OA
162
OFI Advisors
Pennsylvania
$145K -$18.5K -597 -12%
BlackRock
163
BlackRock
New York
$135K +$93 +3 +0.1%
FMT
164
First Mercantile Trust
Tennessee
$127K -$6.49K -210 -5%
First Manhattan
165
First Manhattan
New York
$114K
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$97K -$22.1K -715 -19%
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$88K -$17K -550 -17%
QT
168
Quantbot Technologies
New York
$84K +$80.7K +2,609 New
AAM
169
Advisors Asset Management
Colorado
$81K -$3.09K -100 -4%
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$77K +$17.4K +564 +31%
US Bancorp
171
US Bancorp
Minnesota
$70K -$20.3K -655 -23%
HCM
172
Highlander Capital Management
New Jersey
$65K
VFA
173
Virtus Fund Advisers
Connecticut
$62K
MCM
174
Manchester Capital Management
Vermont
$53K
MFS
175
MSI Financial Services
Massachusetts
$49K

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.