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Webster Financial

192 hedge funds and large institutions have $2.49B invested in Webster Financial in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $296K

25% more capital invested

Capital invested by funds: $1.99B → $2.49B (+$500M)

2.77% more ownership

Funds ownership: 86.53%89.3% (+2.8%)

8% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 74

8% less funds holding

Funds holding: 209192 (-17)

50% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 30

Holders
192
Holders Change
-17
Holders Change %
-8.13%
% of All Funds
5.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
68
Reduced
74
Closed
30
Calls
$1.55M
Puts
$296K
Net Calls
+$1.25M
Net Calls Change
+$374K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$195M -$6.76M -237,733 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$170M +$3.21M +112,926 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$155M +$134K +4,729 +0.1%
BFA
4
BlackRock Fund Advisors
California
$136M +$3.29M +115,728 +3%
SFM
5
Systematic Financial Management
New Jersey
$111M +$84.3M +2,964,256 +487%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$97M +$1.82M +63,980 +2%
Allianz Asset Management
7
Allianz Asset Management
Germany
$95.5M +$81.2M +2,855,855 +1,381%
Fisher Asset Management
8
Fisher Asset Management
Washington
$90M +$13.1M +462,605 +19%
BIT
9
BlackRock Institutional Trust
California
$84.4M -$1.25M -44,142 -2%
VNIM
10
Vaughan Nelson Investment Management
Texas
$84.1M -$4.09M -143,994 -5%
Northern Trust
11
Northern Trust
Illinois
$76M +$1.12M +39,525 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$69.5M -$2.96M -104,121 -4%
Citadel Advisors
13
Citadel Advisors
Florida
$66.1M -$13.3M -469,346 -18%
AllianceBernstein
14
AllianceBernstein
Tennessee
$60.8M +$316K +11,106 +0.6%
Goldman Sachs
15
Goldman Sachs
New York
$59.9M +$1.28M +45,174 +2%
Macquarie Group
16
Macquarie Group
Australia
$55.8M +$2.83M +99,671 +6%
Federated Hermes
17
Federated Hermes
Pennsylvania
$32.8M +$6.34M +222,945 +27%
Invesco
18
Invesco
Georgia
$32.5M +$918K +32,283 +3%
Pzena Investment Management
19
Pzena Investment Management
New York
$31.6M +$166K +5,850 +0.6%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$30.1M -$3.7M -130,300 -12%
BA
21
BlackRock Advisors
Delaware
$28.6M -$4.15M -146,017 -14%
RFC
22
Russell Frank Company
Washington
$27.2M -$5.6M -197,051 -18%
Norges Bank
23
Norges Bank
Norway
$24.4M
FMA
24
Fiduciary Management Associates
Illinois
$22.9M -$556K -19,570 -3%
Principal Financial Group
25
Principal Financial Group
Iowa
$22.3M -$3.87M -135,997 -16%

WBS Hedge Fund Activity: Q4 2013 in Review

192 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2013, worth a combined $2.49B — up 25% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of WBS and 15 opened new positions — a net loss of 15 holders — while 74 trimmed existing stakes and 68 added.

The largest buyer was Systematic Financial Management, adding an estimated $84.3M. The largest seller was BlackRock Group, cutting an estimated $37.3M.

  • 192 institutional investors held Webster Financial (WBS) as of Q4 2013, down from 209 in Q3 2013.
  • Funds reported $2.49B of Webster Financial stock for Q4 2013, up 25% quarter-over-quarter.
  • 15 funds opened new Webster Financial positions in Q4 2013 and 30 closed out, a net change of -15 holders.
  • The largest Webster Financial buyer in Q4 2013 was Systematic Financial Management, an estimated $84.3M added.
  • The largest Webster Financial seller in Q4 2013 was BlackRock Group, an estimated $37.3M sold.

Based on aggregated 13F filings for Q4 2013.