Webster Financial
470 hedge funds and large institutions have $7.59B invested in Webster Financial in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 168 increasing their positions, 159 reducing their positions, and 59 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 159
0.07% less ownership
Funds ownership: 87.18% → 87.1% (-0.07%)
0% less capital invested
Capital invested by funds: $7.61B → $7.59B (-$20.2M)
8% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 59
2% less funds holding
Funds holding: 478 → 470 (-8)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
43% less call options, than puts
Call options by funds: $14.5M | Put options by funds: $25.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$71.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$54M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$27.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$23.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$41.7M |
| 2 |
Millennium Management
New York
|
-$40.4M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$28.9M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$26.7M |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
-$24.6M |
WBS Hedge Fund Activity: Q1 2024 in Review
470 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2024, worth a combined $7.59B — down 0.27% from $7.61B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of WBS and 54 opened new positions — a net loss of 5 holders — while 159 trimmed existing stakes and 168 added.
The largest buyer was Citadel Advisors, adding an estimated $71.6M. The largest seller was Morgan Stanley, cutting an estimated $41.7M.
- 470 institutional investors held Webster Financial (WBS) as of Q1 2024, down from 478 in Q4 2023.
- Funds reported $7.59B of Webster Financial stock for Q1 2024, down 0.27% quarter-over-quarter.
- 54 funds opened new Webster Financial positions in Q1 2024 and 59 closed out, a net change of -5 holders.
- The largest Webster Financial buyer in Q1 2024 was Citadel Advisors, an estimated $71.6M added.
- The largest Webster Financial seller in Q1 2024 was Morgan Stanley, an estimated $41.7M sold.
Based on aggregated 13F filings for Q1 2024.