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Webster Financial

291 hedge funds and large institutions have $4.72B invested in Webster Financial in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 107 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

7% more capital invested

Capital invested by funds: $4.41B → $4.72B (+$312M)

4.15% more ownership

Funds ownership: 91.89%96.04% (+4.2%)

9% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $3.35M

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

1% less funds holding

Funds holding: 295291 (-4)

17% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 107

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
5.09%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
34
Increased
89
Reduced
107
Closed
35
Calls
$3.66M
Puts
$3.35M
Net Calls
+$315K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Mascoma Wealth Management
New Hampshire
$22K +$20.5K +412 New
PA
252
Parallel Advisors
California
$18K +$4.63K +93 +39%
BCA
253
Berman Capital Advisors
Georgia
$17K
TAM
254
Tucker Asset Management
Colorado
$16.8K +$14.9K +300 New
TPCW
255
TD Private Client Wealth
New York
$14.7K
Fidelity Investments
256
Fidelity Investments
Massachusetts
$14K +$1.49K +30 +13%
PCH
257
Polar Capital Holdings
United Kingdom
$13.6K +$3.05M +61,292 +32%
SNT
258
Security National Trust
West Virginia
$13K
AF
259
Allworth Financial
California
$13K +$11.8K +238 New
PCM
260
Peregrine Capital Management
Minnesota
$12K
QCG
261
Quadrant Capital Group
Ohio
$11K +$747 +15 +8%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$10K -$9.75K -196 -51%
S
263
SignatureFD
Georgia
$10K +$4.73K +95 +103%
TWA
264
TCI Wealth Advisors
Arizona
$10K +$5.38K +108 +161%
GAM
265
Gemmer Asset Management
California
$9K
BFEC
266
Benjamin F. Edwards & Company
Missouri
$8K
GKIM
267
GW&K Investment Management
Massachusetts
$8K
PSC
268
Piper Sandler & Co
Minnesota
$8K +$6.87K +138 New
CWP
269
Concord Wealth Partners
Virginia
$6K -$17.1K -343 -75%
EARNEST Partners
270
EARNEST Partners
Georgia
$6K
HCM
271
Highlander Capital Management
New Jersey
$6K
DFCM
272
Dark Forest Capital Management
Puerto Rico
$5K -$93.3K -1,875 -96%
LC
273
Lindbrook Capital
California
$5K
NC
274
NewSquare Capital
Pennsylvania
$5K
TIM
275
Tortoise Investment Management
New York
$5K

WBS Hedge Fund Activity: Q3 2021 in Review

291 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2021, worth a combined $4.72B — up 7.1% from $4.41B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of WBS and 34 opened new positions — a net loss of 1 holder — while 107 trimmed existing stakes and 89 added.

The largest buyer was Capital International Investors, adding an estimated $201M. The largest seller was T. Rowe Price Associates, cutting an estimated $19.6M.

  • 291 institutional investors held Webster Financial (WBS) as of Q3 2021, down from 295 in Q2 2021.
  • Funds reported $4.72B of Webster Financial stock for Q3 2021, up 7.1% quarter-over-quarter.
  • 34 funds opened new Webster Financial positions in Q3 2021 and 35 closed out, a net change of -1 holder.
  • The largest Webster Financial buyer in Q3 2021 was Capital International Investors, an estimated $201M added.
  • The largest Webster Financial seller in Q3 2021 was T. Rowe Price Associates, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2021.