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Webster Financial

438 hedge funds and large institutions have $6.93B invested in Webster Financial in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4.75M

8% more capital invested

Capital invested by funds: $6.4B → $6.93B (+$529M)

1.1% more ownership

Funds ownership: 85.67%86.77% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 171

4% less funds holding

Funds holding: 455438 (-17)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

Holders
438
Holders Change
-17
Holders Change %
-3.74%
% of All Funds
6.29%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
156
Reduced
171
Closed
53
Calls
$13.2M
Puts
$4.75M
Net Calls
+$8.47M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$843M -$1.74M -37,863 -0.2%
BlackRock
2
BlackRock
New York
$724M +$3.35M +72,919 +0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$391M -$17.6M -383,585 -4%
State Street
4
State Street
Massachusetts
$341M +$15.3M +333,606 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$306M +$48.3M +1,053,464 +19%
Invesco
6
Invesco
Georgia
$230M -$48.3M -1,051,543 -18%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$217M -$73.3M -1,596,267 -26%
Capital International Investors
8
Capital International Investors
California
$191M +$5.88M +128,141 +3%
Citadel Advisors
9
Citadel Advisors
Florida
$151M +$84.4M +1,838,720 +131%
Macquarie Group
10
Macquarie Group
Australia
$150M +$4.3M +93,767 +3%
American Century Companies
11
American Century Companies
Missouri
$146M +$22.6M +491,940 +19%
EARNEST Partners
12
EARNEST Partners
Georgia
$142M -$2.22M -48,459 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$138M +$2.51M +54,613 +2%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$132M +$67M +1,460,861 +106%
Bank of America
15
Bank of America
North Carolina
$118M -$1.42M -30,927 -1%
AllianceBernstein
16
AllianceBernstein
Tennessee
$98.7M +$6.22M +135,566 +7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$96.7M -$13.6M -295,457 -12%
DAM
18
Davis Asset Management
California
$93.2M
Norges Bank
19
Norges Bank
Norway
$92.1M +$990K +21,570 +1%
Morgan Stanley
20
Morgan Stanley
New York
$88.6M -$7.31M -159,347 -8%
ACL
21
Azora Capital LP
Florida
$87.8M -$13M -283,438 -13%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$87.4M +$8.81M +191,894 +11%
SEI Investments
23
SEI Investments
Pennsylvania
$86.1M +$576K +12,556 +0.7%
Millennium Management
24
Millennium Management
New York
$83M +$78.4M +1,708,070 +2,335%
BCM
25
Basswood Capital Management
New York
$82.8M +$4.31M +93,929 +6%

WBS Hedge Fund Activity: Q3 2024 in Review

438 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2024, worth a combined $6.93B — up 8.3% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WBS and 39 opened new positions — a net loss of 14 holders — while 171 trimmed existing stakes and 156 added.

The largest buyer was Citadel Advisors, adding an estimated $84.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $73.3M.

  • 438 institutional investors held Webster Financial (WBS) as of Q3 2024, down from 455 in Q2 2024.
  • Funds reported $6.93B of Webster Financial stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 39 funds opened new Webster Financial positions in Q3 2024 and 53 closed out, a net change of -14 holders.
  • The largest Webster Financial buyer in Q3 2024 was Citadel Advisors, an estimated $84.4M added.
  • The largest Webster Financial seller in Q3 2024 was T. Rowe Price Associates, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2024.