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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
Canada Pension Plan Investment Board
176
Canada Pension Plan Investment Board
Ontario, Canada
$42K
PCM
177
Prelude Capital Management
New York
$42K +$39.6K +1,280 New
DekaBank Deutsche Girozentrale
178
DekaBank Deutsche Girozentrale
Germany
$40K
CHP
179
Cable Hill Partners
Oregon
$34K +$32K +1,036 New
JFGIW
180
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K
MSFP
181
Mark Sheptoff Financial Planning
Connecticut
$32K -$6.46K -209 -18%
RC
182
RegentAtlantic Capital
New Jersey
$21.1K +$20.1K +650 New
CWM
183
Catamount Wealth Management
Connecticut
$16K +$15.5K +500 New
PSI
184
Pinnacle Summer Investments
Virginia
$15K
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$13K +$12K +387 New
BPBT
186
Boston Private Bank & Trust
Massachusetts
$10K
GAM
187
Gemmer Asset Management
California
$8K
SNT
188
Security National Trust
West Virginia
$8K
WRM
189
Westport Resources Management
Connecticut
$8K
Envestnet Asset Management
190
Envestnet Asset Management
Illinois
$6K +$31 +1 +0.5%
Manulife (Manufacturers Life Insurance)
191
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.48K -$188K -6,073 -3%
OFS
192
Orrstown Financial Services
Pennsylvania
$5K
PFSC
193
Peoples Financial Services Corp
Pennsylvania
$5K
WCBA
194
Weaver C. Barksdale & Associates
Tennessee
$4K -$340 -11 -8%
ASN
195
Advisory Services Network
Georgia
$4K +$4.55K +147 New
NES
196
New England Securities
New York
$2K
TWA
197
TCI Wealth Advisors
Arizona
$2K
BBHC
198
Brown Brothers Harriman & Co
New York
$2K +$2.26K +73 New
Simplex Trading
199
Simplex Trading
Illinois
$1K +$680 +22 New
DCM
200
Decade Capital Management
New York
-$5.48M -187,980 Closed

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.