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Webster Financial

436 hedge funds and large institutions have $5.72B invested in Webster Financial in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.7M

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

0.18% more ownership

Funds ownership: 86.9%87.08% (+0.18%)

4% less capital invested

Capital invested by funds: $5.96B → $5.72B (-$238M)

5% less funds holding

Funds holding: 457436 (-21)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

Holders
436
Holders Change
-21
Holders Change %
-4.6%
% of All Funds
6.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
43
Increased
163
Reduced
156
Closed
62
Calls
$3.25M
Puts
$2.7M
Net Calls
+$550K
Net Calls Change
+$862K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$684M -$1.62M -43,851 -0.2%
BlackRock
2
BlackRock
New York
$662M +$1.41M +38,326 +0.2%
Capital International Investors
3
Capital International Investors
California
$315M +$48.4M +1,310,889 +19%
State Street
4
State Street
Massachusetts
$299M +$425K +11,521 +0.1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$251M +$13.9M +375,885 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$223M +$31M +839,807 +17%
Invesco
7
Invesco
Georgia
$176M -$9.32M -252,321 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$128M -$10M -271,069 -7%
Macquarie Group
9
Macquarie Group
Australia
$127M -$30.4M -822,609 -20%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$112M +$9.47M +256,471 +9%
Citadel Advisors
11
Citadel Advisors
Florida
$110M -$28.2M -763,039 -21%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$109M +$2.2M +59,691 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$101M +$9.14M +247,647 +10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$98.7M +$3.94M +106,669 +4%
Principal Financial Group
15
Principal Financial Group
Iowa
$88.8M -$787K -21,318 -0.9%
EARNEST Partners
16
EARNEST Partners
Georgia
$83.4M +$15M +407,469 +23%
Pzena Investment Management
17
Pzena Investment Management
New York
$78.5M -$1.13M -30,595 -1%
AllianceBernstein
18
AllianceBernstein
Tennessee
$72.3M +$12.6M +342,154 +22%
WA
19
Wasatch Advisors
Utah
$72M -$3.23M -87,424 -4%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$71.3M +$66.5M +1,801,600 +2,064%
Norges Bank
21
Norges Bank
Norway
$67.6M -$1.71M -46,421 -3%
Bank of America
22
Bank of America
North Carolina
$67.3M +$202K +5,478 +0.3%
T. Rowe Price Investment Management
23
T. Rowe Price Investment Management
Maryland
$60.8M +$13M +352,892 +28%
DAM
24
Davis Asset Management
California
$60.4M +$3.69M +100,000 +7%
Northern Trust
25
Northern Trust
Illinois
$54.6M -$1.03M -27,997 -2%

WBS Hedge Fund Activity: Q2 2023 in Review

436 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2023, worth a combined $5.72B — down 4% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WBS and 43 opened new positions — a net loss of 19 holders — while 156 trimmed existing stakes and 163 added.

The largest buyer was Point72 Asset Management, adding an estimated $66.5M. The largest seller was Millennium Management, cutting an estimated $59.8M.

  • 436 institutional investors held Webster Financial (WBS) as of Q2 2023, down from 457 in Q1 2023.
  • Funds reported $5.72B of Webster Financial stock for Q2 2023, down 4% quarter-over-quarter.
  • 43 funds opened new Webster Financial positions in Q2 2023 and 62 closed out, a net change of -19 holders.
  • The largest Webster Financial buyer in Q2 2023 was Point72 Asset Management, an estimated $66.5M added.
  • The largest Webster Financial seller in Q2 2023 was Millennium Management, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2023.