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Webster Financial

436 hedge funds and large institutions have $5.72B invested in Webster Financial in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.7M

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

0.18% more ownership

Funds ownership: 86.9%87.08% (+0.18%)

4% less capital invested

Capital invested by funds: $5.96B → $5.72B (-$238M)

5% less funds holding

Funds holding: 457436 (-21)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

Holders
436
Holders Change
-21
Holders Change %
-4.6%
% of All Funds
6.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
43
Increased
163
Reduced
156
Closed
62
Calls
$3.25M
Puts
$2.7M
Net Calls
+$550K
Net Calls Change
+$862K
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
151
Assenagon Asset Management
Luxembourg
$2.27M +$2.22M +60,072 New
AR
152
Advisory Research
Illinois
$2.21M +$90.5K +2,451 +4%
Ensign Peak Advisors
153
Ensign Peak Advisors
Utah
$2.2M +$138K +3,750 +7%
CII
154
Capital International Inc
California
$2.11M +$540K +14,632 +35%
HV
155
HST Ventures
Utah
$2.08M +$2.03M +55,050 New
SM
156
Salzhauer Michael
$2.07M +$51.7K +1,400 +3%
GC
157
Guggenheim Capital
Illinois
$2.02M -$239K -6,486 -11%
TCM
158
TimesSquare Capital Management
New York
$2.01M +$1.96M +53,200 New
OLA
159
Oliver Luxxe Assets
New Jersey
$2.01M +$1.96M +53,171 New
TRSOTSOK
160
Teachers Retirement System of the State of Kentucky
Kentucky
$2M +$107K +2,895 +6%
Nomura Asset Management
161
Nomura Asset Management
Japan
$1.99M +$270K +7,324 +16%
QC
162
Quadrature Capital
United Kingdom
$1.97M +$922K +24,963 +92%
NAM
163
NorthCrest Asset Manangement
Minnesota
$1.94M
LSERS
164
Louisiana State Employees Retirement System
Louisiana
$1.93M +$177K +4,800 +10%
ClearBridge Investments
165
ClearBridge Investments
New York
$1.86M -$480 -13 -0%
BFS
166
Bard Financial Services
Connecticut
$1.83M +$333K +9,025 +23%
AWA
167
Arkadios Wealth Advisors
Georgia
$1.82M +$121K +3,269 +7%
ASRS
168
Arizona State Retirement System
Arizona
$1.8M -$108K -2,923 -6%
SOMRS
169
State of Michigan Retirement System
Michigan
$1.79M +$129K +3,500 +8%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$1.74M -$772K -20,922 -31%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$1.72M +$112K +3,040 +7%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$1.7M -$70.8K -1,917 -4%
DnB Asset Management
173
DnB Asset Management
Norway
$1.62M
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$1.59M +$360K +9,759 +30%
Toronto Dominion Bank
175
Toronto Dominion Bank
Ontario, Canada
$1.58M -$232K -6,292 -13%

WBS Hedge Fund Activity: Q2 2023 in Review

436 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2023, worth a combined $5.72B — down 4% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WBS and 43 opened new positions — a net loss of 19 holders — while 156 trimmed existing stakes and 163 added.

The largest buyer was Point72 Asset Management, adding an estimated $66.5M. The largest seller was Millennium Management, cutting an estimated $59.8M.

  • 436 institutional investors held Webster Financial (WBS) as of Q2 2023, down from 457 in Q1 2023.
  • Funds reported $5.72B of Webster Financial stock for Q2 2023, down 4% quarter-over-quarter.
  • 43 funds opened new Webster Financial positions in Q2 2023 and 62 closed out, a net change of -19 holders.
  • The largest Webster Financial buyer in Q2 2023 was Point72 Asset Management, an estimated $66.5M added.
  • The largest Webster Financial seller in Q2 2023 was Millennium Management, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2023.