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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
Neuberger Berman Group
176
Neuberger Berman Group
New York
$1.47M +$832K +22,535 +138%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$1.47M +$8.49K +230 +0.6%
FFA
178
First Foundation Advisors
California
$1.44M -$3.51K -95 -0.2%
CCMINC
179
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.42M +$22.9K +620 +2%
RHCA
180
Rosenthal Henry Capital Advisors
Indiana
$1.41M +$528K +14,300 +62%
Skandinaviska Enskilda Banken (SEB)
181
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.35M +$81.7K +2,214 +7%
Squarepoint
182
Squarepoint
New York
$1.35M -$128K -3,459 -9%
NMERB
183
New Mexico Educational Retirement Board
New Mexico
$1.34M +$148K +4,000 +13%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$1.29M +$61.1K +1,656 +5%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$1.28M -$2.57M -69,508 -68%
HSBC Holdings
186
HSBC Holdings
United Kingdom
$1.27M -$1.86M -50,508 -60%
II
187
IFM Investors
Australia
$1.22M -$12.6K -342 -1%
CAM
188
Congress Asset Management
Massachusetts
$1.21M +$15.4K +416 +1%
JGUA
189
John G. Ullman & Associates
New York
$1.21M +$1.19M +32,100 New
LPL Financial
190
LPL Financial
California
$1.17M +$222K +6,009 +24%
LWMM
191
Legacy Wealth Management (Mississippi)
Mississippi
$1.16M -$2.03K -55 -0.2%
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$1.16M +$1.13M +30,700 New
Walleye Trading
193
Walleye Trading
New York
$1.16M +$23.6K +640 +2%
AG
194
Algert Global
California
$1.16M +$1.13M +30,600 New
VOYA Investment Management
195
VOYA Investment Management
Georgia
$1.15M +$74K +2,005 +7%
Handelsbanken Fonder
196
Handelsbanken Fonder
Sweden
$1.1M
WB
197
Webster Bank
Connecticut
$1.07M -$52.6K -1,426 -5%
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.06M +$247K +6,690 +31%
TIA
199
Trust Investment Advisors
Indiana
$1.05M +$1.03M +27,887 New
HighTower Advisors
200
HighTower Advisors
Illinois
$1.03M +$188K +5,099 +23%

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.