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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
BFS
201
Bradley Foster & Sargent
Connecticut
$420K
FCM
202
Flinton Capital Management
Pennsylvania
$413K
FRM
203
Fox Run Management
Connecticut
$409K +$106K +2,244 +35%
QT
204
Quantamental Technologies
New York
$403K +$406K +8,596 New
GIA
205
Guyasuta Investment Advisors
Pennsylvania
$398K +$402K +8,500 New
FHB
206
First Hawaiian Bank
Hawaii
$395K +$5.82K +123 +1%
PIA
207
Piedmont Investment Advisors
North Carolina
$385K -$31.1K -658 -7%
BTS
208
BB&T Securities
Virginia
$383K -$270K -5,707 -41%
SCM
209
Stevens Capital Management
Pennsylvania
$373K -$787K -16,637 -68%
Mitsubishi UFJ Trust & Banking
210
Mitsubishi UFJ Trust & Banking
Japan
$370K +$374K +7,900 New
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$354K -$202K -4,268 -36%
AA
212
ALPS Advisors
Colorado
$354K +$30.4K +643 +9%
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$349K +$54.7K +1,156 +18%
ISL
214
Ingalls & Snyder LLC
New York
$348K
CGH
215
Crossmark Global Holdings
Texas
$338K -$21.7K -460 -6%
PCG
216
Private Capital Group
Connecticut
$335K +$59.7K +1,263 +21%
CG
217
Cutler Group
California
$333K +$336K +7,111 New
GC
218
Guggenheim Capital
Illinois
$326K +$24.4K +517 +8%
FMBTD
219
First Midwest Bank Trust Division
Illinois
$320K
GAM
220
Gotham Asset Management
New York
$315K +$318K +6,726 New
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$295K
FCMC
222
Founders Capital Management (Connecticut)
Connecticut
$293K
QT
223
Quantbot Technologies
New York
$292K -$196K -4,146 -40%
MSFP
224
Mark Sheptoff Financial Planning
Connecticut
$289K +$473 +10 +0.2%
SCM
225
Shelton Capital Management
Colorado
$288K -$17.5K -370 -6%

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.