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Webster Financial

271 hedge funds and large institutions have $4.85B invested in Webster Financial in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 111 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

7.25% more ownership

Funds ownership: 87.96%95.21% (+7.2%)

1% more funds holding

Funds holding: 267271 (+4)

1% less capital invested

Capital invested by funds: $4.9B → $4.85B (-$40.7M)

27% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 111

29% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $5.14M

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
81
Reduced
111
Closed
27
Calls
$3.65M
Puts
$5.14M
Net Calls
-$1.49M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$524M +$5.93M +104,986 +1%
BlackRock
2
BlackRock
New York
$470M +$20M +353,365 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$439M +$12.3M +218,078 +3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$297M +$9.35M +165,422 +3%
State Street
5
State Street
Massachusetts
$272M +$51M +901,627 +23%
Capital World Investors
6
Capital World Investors
California
$178M +$34.8M +616,000 +24%
Macquarie Group
7
Macquarie Group
Australia
$134M -$699K -12,364 -0.5%
FCM
8
Frontier Capital Management
Massachusetts
$122M -$11.7M -206,810 -9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$118M -$2.09M -37,013 -2%
American Century Companies
10
American Century Companies
Missouri
$110M +$5.32M +94,100 +5%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$105M +$7.53M +133,207 +8%
AllianceBernstein
12
AllianceBernstein
Tennessee
$104M -$10.2M -180,968 -9%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$92.7M -$41.6M -736,734 -31%
Goldman Sachs
14
Goldman Sachs
New York
$92M -$55.4M -980,606 -37%
Pzena Investment Management
15
Pzena Investment Management
New York
$80.5M -$2.33M -41,204 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$74.1M -$21.3M -376,920 -22%
WA
17
Wasatch Advisors
Utah
$70.7M +$3.78M +66,840 +6%
Fisher Asset Management
18
Fisher Asset Management
Washington
$70.4M -$28.7M -507,066 -29%
Artisan Partners
19
Artisan Partners
Wisconsin
$69.3M +$641K +11,346 +0.9%
PCM
20
Polaris Capital Management
Massachusetts
$61.2M +$24.1M +426,000 +63%
GKIM
21
GW&K Investment Management
Massachusetts
$54M +$1.6M +28,392 +3%
Brown Advisory
22
Brown Advisory
Maryland
$53.5M +$985K +17,428 +2%
Wells Fargo
23
Wells Fargo
California
$53M -$12.8M -226,205 -19%
PI
24
Putnam Investments
Massachusetts
$52.7M +$53.7M +950,483 New
N
25
Nuveen
North Carolina
$43.9M +$1.96M +34,618 +5%

WBS Hedge Fund Activity: Q1 2018 in Review

271 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2018, worth a combined $4.85B — down 0.83% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WBS positions and 27 closed out — a net gain of 6 holders — while 81 added to existing stakes and 111 trimmed.

The largest buyer was Putnam Investments, opening a new position worth an estimated $53.7M. The largest seller was Goldman Sachs, cutting an estimated $55.4M.

  • 271 institutional investors held Webster Financial (WBS) as of Q1 2018, up from 267 in Q4 2017.
  • Funds reported $4.85B of Webster Financial stock for Q1 2018, down 0.83% quarter-over-quarter.
  • 33 funds opened new Webster Financial positions in Q1 2018 and 27 closed out, a net change of +6 holders.
  • The largest Webster Financial buyer in Q1 2018 was Putnam Investments, an estimated $53.7M added.
  • The largest Webster Financial seller in Q1 2018 was Goldman Sachs, an estimated $55.4M sold.

Based on aggregated 13F filings for Q1 2018.