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Webster Financial

255 hedge funds and large institutions have $2.06B invested in Webster Financial in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $2.3M

10% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 93

1.05% less ownership

Funds ownership: 87.77%86.72% (-1.1%)

4% less funds holding

Funds holding: 265255 (-10)

9% less capital invested

Capital invested by funds: $2.26B → $2.06B (-$199M)

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

Holders
255
Holders Change
-10
Holders Change %
-3.77%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
84
Reduced
93
Closed
40
Calls
$2.98M
Puts
$2.3M
Net Calls
+$673K
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
201
Prelude Capital Management
New York
$76K +$16.9K +625 +28%
Acadian Asset Management
202
Acadian Asset Management
Massachusetts
$65K +$50.2K +1,854 +308%
HWM
203
HighMark Wealth Management
Minnesota
$64K +$894 +33 +1%
WT
204
Washington Trust
Rhode Island
$50K +$30K +1,109 +138%
US Bancorp
205
US Bancorp
Minnesota
$41K -$27.6K -1,019 -40%
C
206
Cerebellum
California
$36K +$36.6K +1,352 New
Fidelity Investments
207
Fidelity Investments
Massachusetts
$32K +$28.8K +1,063 +718%
SL
208
Savior LLC
Massachusetts
$30K
WAM
209
Westport Asset Management
Connecticut
$29K
CI Investments Inc
210
CI Investments Inc
Ontario, Canada
$25K +$25.7K +947 New
PFS
211
Prospera Financial Services
Texas
$24K +$24.7K +911 New
SFS
212
Sowell Financial Services
Arkansas
$21K +$20.3K +750 +1,667%
CFB
213
Cullen/Frost Bankers
Texas
$18K
Group One Trading
214
Group One Trading
Illinois
$18K +$2.71K +100 +18%
PA
215
Parallel Advisors
California
$17K -$8.8K -325 -34%
AssetMark Inc
216
AssetMark Inc
California
$17K
CFGS
217
Concourse Financial Group Securities
Alabama
$15K +$7.23K +267 +85%
MAM
218
Meeder Asset Management
Ohio
$11K +$5.85K +216 +106%
FHA
219
First Horizon Advisors
Tennessee
$10K -$5.53K -204 -33%
BCA
220
Berman Capital Advisors
Georgia
$8K
CIA
221
CSat Investment Advisory
Michigan
$8K +$1.11K +41 +16%
SNT
222
Security National Trust
West Virginia
$7K
AAMU
223
Amundi Asset Management US
Massachusetts
$6K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$5K
GAM
225
Gemmer Asset Management
California
$5K +$650 +24 +16%

WBS Hedge Fund Activity: Q3 2020 in Review

255 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2020, worth a combined $2.06B — down 8.8% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WBS and 31 opened new positions — a net loss of 9 holders — while 93 trimmed existing stakes and 84 added.

The largest buyer was Russell Investments Group, adding an estimated $32.1M. The largest seller was Wells Fargo, cutting an estimated $26.7M.

  • 255 institutional investors held Webster Financial (WBS) as of Q3 2020, down from 265 in Q2 2020.
  • Funds reported $2.06B of Webster Financial stock for Q3 2020, down 8.8% quarter-over-quarter.
  • 31 funds opened new Webster Financial positions in Q3 2020 and 40 closed out, a net change of -9 holders.
  • The largest Webster Financial buyer in Q3 2020 was Russell Investments Group, an estimated $32.1M added.
  • The largest Webster Financial seller in Q3 2020 was Wells Fargo, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2020.