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Webster Financial

316 hedge funds and large institutions have $4.89B invested in Webster Financial in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 117 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 24

19% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 98

9% more funds holding

Funds holding: 290316 (+26)

2.88% less ownership

Funds ownership: 92.8%89.93% (-2.9%)

10% less capital invested

Capital invested by funds: $5.44B → $4.89B (-$552M)

75% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $42M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
316
Holders Change
+26
Holders Change %
+8.97%
% of All Funds
7.22%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
51
Increased
117
Reduced
98
Closed
24
Calls
$10.4M
Puts
$42M
Net Calls
-$31.6M
Net Calls Change
-$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$539M -$7.64M -117,397 -1%
BlackRock
2
BlackRock
New York
$503M +$5.87M +90,273 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$499M +$17.6M +270,130 +3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$267M -$28.4M -436,084 -9%
State Street
5
State Street
Massachusetts
$253M +$3.21M +49,418 +1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$130M -$1.96M -30,194 -1%
FCM
7
Frontier Capital Management
Massachusetts
$128M +$17.4M +267,332 +14%
Macquarie Group
8
Macquarie Group
Australia
$126M -$11.3M -173,787 -8%
American Century Companies
9
American Century Companies
Missouri
$111M -$1.46M -22,450 -1%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$105M -$5.34M -82,047 -4%
AllianceBernstein
11
AllianceBernstein
Tennessee
$102M -$3.69M -56,669 -3%
Artisan Partners
12
Artisan Partners
Wisconsin
$82.4M +$8.8M +135,340 +11%
Wells Fargo
13
Wells Fargo
California
$82.2M -$129K -1,988 -0.1%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$69.3M -$16.5M -254,257 -18%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$69.2M -$3.08M -47,423 -4%
WA
16
Wasatch Advisors
Utah
$69.2M -$2.91M -44,733 -4%
Pzena Investment Management
17
Pzena Investment Management
New York
$68.7M -$6.81M -104,708 -8%
Brown Advisory
18
Brown Advisory
Maryland
$59.9M +$2.66M +40,935 +4%
PI
19
Putnam Investments
Massachusetts
$58.4M -$8.16M -125,507 -11%
GKIM
20
GW&K Investment Management
Massachusetts
$56.1M +$227K +3,492 +0.4%
Capital International Investors
21
Capital International Investors
California
$52.4M +$57.8M +889,000 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$50.4M +$1.34M +20,633 +2%
PCM
23
Polaris Capital Management
Massachusetts
$46.6M +$3.6M +55,378 +8%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$45.6M +$14.1M +216,317 +39%
Invesco
25
Invesco
Georgia
$44.5M +$642K +9,873 +1%

WBS Hedge Fund Activity: Q3 2018 in Review

316 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2018, worth a combined $4.89B — down 10% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WBS positions and 24 closed out — a net gain of 27 holders — while 117 added to existing stakes and 98 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $57.8M. The largest seller was Capital World Investors, cutting an estimated $210M.

  • 316 institutional investors held Webster Financial (WBS) as of Q3 2018, up from 290 in Q2 2018.
  • Funds reported $4.89B of Webster Financial stock for Q3 2018, down 10% quarter-over-quarter.
  • 51 funds opened new Webster Financial positions in Q3 2018 and 24 closed out, a net change of +27 holders.
  • The largest Webster Financial buyer in Q3 2018 was Capital International Investors, an estimated $57.8M added.
  • The largest Webster Financial seller in Q3 2018 was Capital World Investors, an estimated $210M sold.

Based on aggregated 13F filings for Q3 2018.