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Webster Financial

297 hedge funds and large institutions have $3.94B invested in Webster Financial in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.75% more ownership

Funds ownership: 89.43%91.19% (+1.8%)

0% more capital invested

Capital invested by funds: $3.93B → $3.94B (+$4.43M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 113

4% less funds holding

Funds holding: 309297 (-12)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

76% less call options, than puts

Call options by funds: $3.03M | Put options by funds: $12.7M

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
111
Reduced
113
Closed
39
Calls
$3.03M
Puts
$12.7M
Net Calls
-$9.69M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
176
Commerce Bank
Missouri
$688K +$78.5K +1,661 +13%
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$681K
EFS
178
Essex Financial Services
Connecticut
$667K +$520 +11 +0.1%
XK
179
Xact Kapitalforvaltning
Sweden
$664K
RI
180
Ridgewood Investments
New Jersey
$662K +$113K +2,385 +20%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$656K
ECM
182
ETrade Capital Management
Virginia
$655K +$176K +3,720 +36%
FMT
183
First Mercantile Trust
Tennessee
$628K -$35.7K -755 -5%
State of Wisconsin Investment Board
184
State of Wisconsin Investment Board
Wisconsin
$607K -$3.97K -84 -0.6%
OAM
185
Oxford Asset Management
United Kingdom
$606K -$1.62M -34,251 -73%
DTL
186
Dynamic Technology Lab
Singapore
$599K -$165K -3,480 -21%
ACM
187
AlphaCrest Capital Management
New York
$587K -$497K -10,516 -46%
CWM
188
Circle Wealth Management
New Jersey
$577K +$582K +12,303 New
MCIM
189
Meadow Creek Investment Management
Georgia
$568K
CWM
190
Connecticut Wealth Management
Connecticut
$520K +$525K +11,099 New
Capital Fund Management (CFM)
191
Capital Fund Management (CFM)
France
$502K +$506K +10,700 New
SAM
192
Securian Asset Management
Minnesota
$485K -$29.7K -628 -6%
CANY
193
Caxton Associates (New York)
New York
$476K +$481K +10,165 New
SAM
194
Shell Asset Management
Netherlands
$475K -$4.11K -87 -0.9%
Creative Planning
195
Creative Planning
Kansas
$464K -$16.4K -346 -3%
RCM
196
Riverhead Capital Management
Delaware
$458K
Canada Pension Plan Investment Board
197
Canada Pension Plan Investment Board
Ontario, Canada
$457K -$805K -17,022 -64%
SIG
198
Sky Investment Group
Connecticut
$438K
PA
199
Profund Advisors
Maryland
$428K +$40.4K +855 +10%
SEI Investments
200
SEI Investments
Pennsylvania
$420K -$65.1K -1,377 -13%

WBS Hedge Fund Activity: Q3 2019 in Review

297 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2019, worth a combined $3.94B — up 0.11% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WBS and 29 opened new positions — a net loss of 10 holders — while 113 trimmed existing stakes and 111 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $176M. The largest seller was Capital Research Global Investors, cutting an estimated $44.7M.

  • 297 institutional investors held Webster Financial (WBS) as of Q3 2019, down from 309 in Q2 2019.
  • Funds reported $3.94B of Webster Financial stock for Q3 2019, up 0.11% quarter-over-quarter.
  • 29 funds opened new Webster Financial positions in Q3 2019 and 39 closed out, a net change of -10 holders.
  • The largest Webster Financial buyer in Q3 2019 was T. Rowe Price Associates, an estimated $176M added.
  • The largest Webster Financial seller in Q3 2019 was Capital Research Global Investors, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2019.