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Webster Financial

206 hedge funds and large institutions have $2.48B invested in Webster Financial in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

120% more call options, than puts

Call options by funds: $752K | Put options by funds: $342K

7% more funds holding

Funds holding: 192206 (+14)

4% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 71

0% less capital invested

Capital invested by funds: $2.49B → $2.48B (-$7.08M)

0.46% less ownership

Funds ownership: 89.3%88.84% (-0.46%)

Holders
206
Holders Change
+14
Holders Change %
+7.29%
% of All Funds
5.95%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
27
Increased
74
Reduced
71
Closed
12
Calls
$752K
Puts
$342K
Net Calls
+$410K
Net Calls Change
-$844K
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1
Systematic Financial Management
New Jersey
$198M +$85.9M +2,795,834 +78%
State Street
2
State Street
Massachusetts
$182M -$11.9M -387,641 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$169M -$23.3K -759 -0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$161M +$6.22M +202,443 +4%
BFA
5
BlackRock Fund Advisors
California
$130M -$5.12M -166,600 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$93.9M -$2.77M -90,254 -3%
VNIM
7
Vaughan Nelson Investment Management
Texas
$93.5M +$9.58M +312,050 +12%
Fisher Asset Management
8
Fisher Asset Management
Washington
$88.4M -$1.27M -41,490 -1%
BIT
9
BlackRock Institutional Trust
California
$85.9M +$1.81M +58,992 +2%
Northern Trust
10
Northern Trust
Illinois
$81.7M +$5.95M +193,774 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$67.8M -$1.47M -48,013 -2%
Macquarie Group
12
Macquarie Group
Australia
$59.5M +$3.95M +128,492 +7%
Goldman Sachs
13
Goldman Sachs
New York
$58.3M -$1.39M -45,400 -2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$57.9M -$2.73M -88,860 -5%
Citadel Advisors
15
Citadel Advisors
Florida
$47.7M -$17.9M -583,790 -28%
Pzena Investment Management
16
Pzena Investment Management
New York
$34M +$2.48M +80,725 +8%
Millennium Management
17
Millennium Management
New York
$29.6M +$8.22M +267,614 +39%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$29.4M -$605K -19,700 -2%
RFC
19
Russell Frank Company
Washington
$28.5M +$2.12M +69,177 +8%
AIMCA
20
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.5M +$14.1M +458,250 +126%
Norges Bank
21
Norges Bank
Norway
$24.3M
FMA
22
Fiduciary Management Associates
Illinois
$22.8M -$3.69K -120 -0%
Principal Financial Group
23
Principal Financial Group
Iowa
$22.7M +$434K +14,147 +2%
BA
24
BlackRock Advisors
Delaware
$22M -$6.48M -210,953 -23%
Federated Hermes
25
Federated Hermes
Pennsylvania
$20.7M -$11.9M -386,850 -37%

WBS Hedge Fund Activity: Q1 2014 in Review

206 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2014, worth a combined $2.48B — down 0.28% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WBS positions and 12 closed out — a net gain of 15 holders — while 74 added to existing stakes and 71 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $85.9M. The largest seller was Allianz Asset Management, cutting an estimated $78.5M.

  • 206 institutional investors held Webster Financial (WBS) as of Q1 2014, up from 192 in Q4 2013.
  • Funds reported $2.48B of Webster Financial stock for Q1 2014, down 0.28% quarter-over-quarter.
  • 27 funds opened new Webster Financial positions in Q1 2014 and 12 closed out, a net change of +15 holders.
  • The largest Webster Financial buyer in Q1 2014 was Systematic Financial Management, an estimated $85.9M added.
  • The largest Webster Financial seller in Q1 2014 was Allianz Asset Management, an estimated $78.5M sold.

Based on aggregated 13F filings for Q1 2014.