We are live on ! Find out more
WBS icon

Webster Financial

255 hedge funds and large institutions have $2.06B invested in Webster Financial in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $2.3M

10% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 93

1.05% less ownership

Funds ownership: 87.77%86.72% (-1.1%)

4% less funds holding

Funds holding: 265255 (-10)

9% less capital invested

Capital invested by funds: $2.26B → $2.06B (-$199M)

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

Holders
255
Holders Change
-10
Holders Change %
-3.77%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
84
Reduced
93
Closed
40
Calls
$2.98M
Puts
$2.3M
Net Calls
+$673K
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$336M -$334K -12,313 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$219M -$15.5M -572,460 -6%
BlackRock
3
BlackRock
New York
$205M -$12.1M -446,756 -5%
Macquarie Group
4
Macquarie Group
Australia
$96.2M +$3.32M +122,544 +3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$83.9M +$1.64M +60,419 +2%
WA
6
Wasatch Advisors
Utah
$79.7M +$3.68M +135,695 +5%
State Street
7
State Street
Massachusetts
$76.7M -$7.4M -273,197 -9%
Pzena Investment Management
8
Pzena Investment Management
New York
$72.8M +$12.5M +461,109 +20%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$57.4M -$1.25M -46,033 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$50.5M +$1.99M +73,581 +4%
FCM
11
Frontier Capital Management
Massachusetts
$44.5M +$1.59M +58,601 +4%
PCM
12
Polaris Capital Management
Massachusetts
$41.3M +$16.8M +619,426 +66%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$38.3M +$32.1M +1,183,234 +444%
Charles Schwab
14
Charles Schwab
California
$36.1M -$2.52M -93,057 -6%
NC
15
Nitorum Capital
New York
$33.2M
Norges Bank
16
Norges Bank
Norway
$29.9M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$27M -$634K -23,398 -2%
Fisher Asset Management
18
Fisher Asset Management
Washington
$23.3M -$613K -22,632 -3%
Capital International Investors
19
Capital International Investors
California
$22.5M
Citadel Advisors
20
Citadel Advisors
Florida
$18.9M +$8.81M +325,392 +83%
Northern Trust
21
Northern Trust
Illinois
$18.4M -$791K -29,208 -4%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$17.5M +$3.82M +141,172 +27%
Invesco
23
Invesco
Georgia
$17.1M -$101K -3,726 -0.6%
WRF
24
Waddell & Reed Financial
Kansas
$14.2M -$1.29M -47,743 -8%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$11.2M -$2.84M -104,756 -20%

WBS Hedge Fund Activity: Q3 2020 in Review

255 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2020, worth a combined $2.06B — down 8.8% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WBS and 31 opened new positions — a net loss of 9 holders — while 93 trimmed existing stakes and 84 added.

The largest buyer was Russell Investments Group, adding an estimated $32.1M. The largest seller was Wells Fargo, cutting an estimated $26.7M.

  • 255 institutional investors held Webster Financial (WBS) as of Q3 2020, down from 265 in Q2 2020.
  • Funds reported $2.06B of Webster Financial stock for Q3 2020, down 8.8% quarter-over-quarter.
  • 31 funds opened new Webster Financial positions in Q3 2020 and 40 closed out, a net change of -9 holders.
  • The largest Webster Financial buyer in Q3 2020 was Russell Investments Group, an estimated $32.1M added.
  • The largest Webster Financial seller in Q3 2020 was Wells Fargo, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2020.