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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
Korea Investment Corp
201
Korea Investment Corp
South Korea
$1.03M -$161K -4,360 -14%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$1.02M
SWM
203
SeaCrest Wealth Management
New York
$1.02M +$406 +11 +0%
Creative Planning
204
Creative Planning
Kansas
$1M +$149K +4,033 +18%
CIC
205
Cornercap Investment Counsel
Georgia
$985K
TF
206
Tompkins Financial
New York
$950K
DM
207
Delphi Management
Massachusetts
$940K +$920K +24,907 New
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$931K -$211K -5,726 -19%
DCM
209
Difesa Capital Management
New York
$908K
BHPW
210
Beverly Hills Private Wealth
California
$883K +$362K +9,802 +104%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$882K
CBC
212
Coombe, Bender & Co
New York
$863K -$833K -22,558 -50%
IA
213
Icon Advisers
Colorado
$861K
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$853K +$138K +3,747 +20%
M&T Bank
215
M&T Bank
New York
$851K +$204K +5,531 +32%
SG Americas Securities
216
SG Americas Securities
New York
$850K +$165K +4,459 +25%
CAN
217
Cetera Advisor Networks
California
$847K +$85.9K +2,326 +12%
GC
218
Gillson Capital
Illinois
$847K +$828K +22,435 New
LI
219
LMCG Investments
Massachusetts
$835K
JC
220
JB Capital
Connecticut
$828K +$67.4K +1,825 +9%
SOADOR
221
State of Alaska Department of Revenue
Alaska
$817K -$86.5K -2,343 -10%
BCI
222
Brinker Capital Investments
Pennsylvania
$812K +$32K +868 +4%
OPS
223
Orion Portfolio Solutions
Nebraska
$812K +$32K +868 +4%
Public Sector Pension Investment Board (PSP Investments)
224
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$808K
X
225
Xponance
Pennsylvania
$806K -$67.7K -1,834 -8%

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.