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Webster Financial

470 hedge funds and large institutions have $8.4B invested in Webster Financial in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 162 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $6.57M

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $6.93B → $8.4B (+$1.47B)

7% more funds holding

Funds holding: 438470 (+32)

1.98% more ownership

Funds ownership: 86.77%88.75% (+2%)

2% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 165

Holders
470
Holders Change
+32
Holders Change %
+7.31%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
74
Increased
162
Reduced
165
Closed
36
Calls
$29.5M
Puts
$6.57M
Net Calls
+$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
201
Nomura Holdings
Japan
$1.26M +$1.25M +22,744 New
VPIM
202
Vanguard Personalized Indexing Management
California
$1.25M +$159K +2,889 +15%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$1.19M +$1.19M +21,596 New
TRCT
204
Tower Research Capital (TRC)
New York
$1.18M +$628K +11,433 +115%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$1.18M +$14.2K +259 +1%
A
206
AlphaQuest
New York
$1.17M +$120K +2,192 +11%
SA
207
Sanctuary Advisors
Indiana
$1.16M +$9.78K +178 +0.9%
VOYA Investment Management
208
VOYA Investment Management
Georgia
$1.14M -$81K -1,475 -7%
AI
209
Atria Investments
North Carolina
$1.14M -$24.3K -443 -2%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$1.12M +$7.86K +143 +0.7%
PAG
211
Private Advisor Group
New Jersey
$1.12M +$247K +4,498 +29%
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$1.11M -$9.45K -172 -0.8%
Federated Hermes
213
Federated Hermes
Pennsylvania
$1.11M -$29.6K -538 -3%
EFS
214
Essex Financial Services
Connecticut
$1.1M +$2.69K +49 +0.2%
IC
215
IEQ Capital
California
$1.09M +$1.09M +19,798 New
X
216
Xponance
Pennsylvania
$1.09M +$73.2K +1,333 +7%
TI
217
Tidal Investments
Wisconsin
$1.08M -$659K -11,990 -38%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$1.08M -$26.1K -475 -2%
EGM
219
Engineers Gate Manager
New York
$1.07M -$758K -13,795 -42%
GC
220
Guggenheim Capital
Illinois
$1.03M -$51.8K -943 -5%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$1.03M
Lazard Asset Management
222
Lazard Asset Management
New York
$1.03M +$261K +4,755 +34%
CB
223
Commerce Bank
Missouri
$1.03M -$22.5K -410 -2%
MUAMU
224
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$994K
Amundi
225
Amundi
France
$952K -$515K -9,378 -35%

WBS Hedge Fund Activity: Q4 2024 in Review

470 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2024, worth a combined $8.4B — up 21% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new WBS positions and 36 closed out — a net gain of 38 holders — while 162 added to existing stakes and 165 trimmed.

The largest buyer was Verition Fund Management, adding an estimated $60.1M. The largest seller was Citadel Advisors, cutting an estimated $121M.

  • 470 institutional investors held Webster Financial (WBS) as of Q4 2024, up from 438 in Q3 2024.
  • Funds reported $8.4B of Webster Financial stock for Q4 2024, up 21% quarter-over-quarter.
  • 74 funds opened new Webster Financial positions in Q4 2024 and 36 closed out, a net change of +38 holders.
  • The largest Webster Financial buyer in Q4 2024 was Verition Fund Management, an estimated $60.1M added.
  • The largest Webster Financial seller in Q4 2024 was Citadel Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2024.