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Webster Financial

297 hedge funds and large institutions have $3.94B invested in Webster Financial in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.75% more ownership

Funds ownership: 89.43%91.19% (+1.8%)

0% more capital invested

Capital invested by funds: $3.93B → $3.94B (+$4.43M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 113

4% less funds holding

Funds holding: 309297 (-12)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

76% less call options, than puts

Call options by funds: $3.03M | Put options by funds: $12.7M

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
111
Reduced
113
Closed
39
Calls
$3.03M
Puts
$12.7M
Net Calls
-$9.69M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$483M +$176M +3,714,050 +56%
Vanguard Group
2
Vanguard Group
Pennsylvania
$429M -$922K -19,505 -0.2%
BlackRock
3
BlackRock
New York
$403M -$507K -10,731 -0.1%
State Street
4
State Street
Massachusetts
$148M +$1.51M +32,011 +1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$122M +$4.46M +94,292 +4%
American Century Companies
6
American Century Companies
Missouri
$119M -$382K -8,078 -0.3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$112M -$44.7M -945,785 -28%
AllianceBernstein
8
AllianceBernstein
Tennessee
$112M +$6.9M +145,948 +7%
Macquarie Group
9
Macquarie Group
Australia
$110M +$4.44M +93,862 +4%
WA
10
Wasatch Advisors
Utah
$93.6M -$168K -3,547 -0.2%
NC
11
Nitorum Capital
New York
$84.7M +$6.4M +135,322 +8%
FCM
12
Frontier Capital Management
Massachusetts
$67.6M +$8.92M +188,696 +15%
Wells Fargo
13
Wells Fargo
California
$64.8M +$863K +18,262 +1%
GKIM
14
GW&K Investment Management
Massachusetts
$62.4M +$16M +337,580 +34%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$62M +$4.59M +97,011 +8%
Brown Advisory
16
Brown Advisory
Maryland
$60.2M +$9.08M +191,996 +18%
Pzena Investment Management
17
Pzena Investment Management
New York
$57.5M +$26.1K +551 +0%
Artisan Partners
18
Artisan Partners
Wisconsin
$54.4M +$2.79M +59,075 +5%
PI
19
Putnam Investments
Massachusetts
$53.4M
Geode Capital Management
20
Geode Capital Management
Massachusetts
$46.1M +$581K +12,290 +1%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$42.8M -$32.3M -682,464 -43%
JP Morgan Chase
22
JP Morgan Chase
New York
$40.8M +$149K +3,155 +0.4%
PCM
23
Polaris Capital Management
Massachusetts
$39.3M +$742K +15,700 +2%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$38.3M +$4.41M +93,186 +13%
Norges Bank
25
Norges Bank
Norway
$37.6M +$908K +19,198 +2%

WBS Hedge Fund Activity: Q3 2019 in Review

297 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2019, worth a combined $3.94B — up 0.11% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WBS and 29 opened new positions — a net loss of 10 holders — while 113 trimmed existing stakes and 111 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $176M. The largest seller was Capital Research Global Investors, cutting an estimated $44.7M.

  • 297 institutional investors held Webster Financial (WBS) as of Q3 2019, down from 309 in Q2 2019.
  • Funds reported $3.94B of Webster Financial stock for Q3 2019, up 0.11% quarter-over-quarter.
  • 29 funds opened new Webster Financial positions in Q3 2019 and 39 closed out, a net change of -10 holders.
  • The largest Webster Financial buyer in Q3 2019 was T. Rowe Price Associates, an estimated $176M added.
  • The largest Webster Financial seller in Q3 2019 was Capital Research Global Investors, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2019.