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Webster Financial
WBS

313 hedge funds and large institutions have $4.87B invested in Webster Financial in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $737K

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

8% more funds holding

Funds holding: 291 → 313 (+22)

3% more capital invested

Capital invested by funds: $4.72B → $4.87B (+$149M)

0.56% more ownership

Funds ownership: 96.04% → 96.6% (+0.56%)

10% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 110

Holders
313
Holders Change
+22
Holders Change %
+7.56%
% of All Funds
4.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
50
Increased
99
Reduced
110
Closed
25
Calls
$2.5M
Puts
$737K
Net Calls
+$1.76M
Net Calls Change
+$1.44M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$33.1M
2
SO
STRS Ohio
Ohio
+$28.8M
3
Capital International Investors
Capital International Investors
California
+$18.4M
4
Holocene Advisors
Holocene Advisors
New York
+$15.3M
5
GC
Gillson Capital
Illinois
+$14.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$33M
2
State Street
State Street
Massachusetts
-$23M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$13.5M
4
Principal Financial Group
Principal Financial Group
Iowa
-$8.59M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
251
Glassman Wealth Services
Virginia
$38K +$36.8K +654 +2,044%
CWP
252
Concord Wealth Partners
Virginia
$34K +$28K +497 +444%
CFGS
253
Concourse Financial Group Securities
Alabama
$32K – – –
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$32K +$3.32K +59 +12%
JEST
255
JTC Employer Solutions Trustee
Jersey
$28K – – –
C
256
Covestor
United Kingdom
$28K +$28.3K +502 New
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$25K +$338 +6 +1%
HFM
258
Harvest Fund Management
China
$24K – – –
CFCI
259
Comprehensive Financial Consultants Institutional
Indiana
$24K +$22.7K +403 New
MWM
260
Mascoma Wealth Management
New Hampshire
$23K – – –
APA
261
American Portfolios Advisors
New York
$20.8K +$20.9K +372 New
Fidelity Investments
262
Fidelity Investments
Massachusetts
$20K +$5.63K +100 +38%
PA
263
Parallel Advisors
California
$19K +$169 +3 +0.9%
CWS
264
Confluence Wealth Services
Pennsylvania
$17K +$17.2K +306 New
STCOSD
265
Sageworth Trust Company of South Dakota
South Dakota
$17K +$17.6K +312 New
TAM
266
Tucker Asset Management
Colorado
$16.8K – – –
AF
267
Allworth Financial
California
$13K – – –
PCM
268
Peregrine Capital Management
Minnesota
$12K – – –
S
269
SignatureFD
Georgia
$12K +$1.58K +28 +15%
GAM
270
Gemmer Asset Management
California
$10K – – –
TWA
271
TCI Wealth Advisors
Arizona
$10K – – –
Rockefeller Capital Management
272
Rockefeller Capital Management
New York
$10K +$56 +1 +0.5%
TPCW
273
TD Private Client Wealth
New York
$8.88K -$6.19K -110 -41%
PCH
274
Polar Capital Holdings
United Kingdom
$8.17K -$5.86M -104,077 -42%
GKIM
275
GW&K Investment Management
Massachusetts
$8K – – –
9 10
11
12 13

WBS Hedge Fund Activity: Q4 2021 in Review

313 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2021, worth a combined $4.87B — up 3.2% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WBS positions and 25 closed out — a net gain of 25 holders — while 99 added to existing stakes and 110 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $33.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $33M.

  • 313 institutional investors held Webster Financial (WBS) as of Q4 2021, up from 291 in Q3 2021.
  • Funds reported $4.87B of Webster Financial stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 50 funds opened new Webster Financial positions in Q4 2021 and 25 closed out, a net change of +25 holders.
  • The largest Webster Financial buyer in Q4 2021 was Balyasny Asset Management, an estimated $33.1M added.
  • The largest Webster Financial seller in Q4 2021 was T. Rowe Price Associates, an estimated $33M sold.

Based on aggregated 13F filings for Q4 2021.