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Webster Financial

440 hedge funds and large institutions have $6.37B invested in Webster Financial in 2022 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 142 increasing their positions, 160 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $2.28M

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

0.44% less ownership

Funds ownership: 85.34%84.89% (-0.44%)

2% less funds holding

Funds holding: 449440 (-9)

11% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 160

23% less capital invested

Capital invested by funds: $8.31B → $6.37B (-$1.94B)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
440
Holders Change
-9
Holders Change %
-2%
% of All Funds
7.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
63
Increased
142
Reduced
160
Closed
63
Calls
$5.3M
Puts
$2.28M
Net Calls
+$3.02M
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
251
Robeco Institutional Asset Management
Netherlands
$547K
Canada Pension Plan Investment Board
252
Canada Pension Plan Investment Board
Ontario, Canada
$540K +$376K +7,800 +156%
LA
253
Latitude Advisors
Florida
$533K -$1.22M -25,272 -67%
NSEDCP
254
NJ State Employees Deferred Compensation Plan
New Jersey
$529K
MWM
255
Mission Wealth Management
California
$529K +$156K +3,233 +35%
FHB
256
First Hawaiian Bank
Hawaii
$528K
BSW
257
Buckingham Strategic Wealth
Missouri
$526K -$268K -5,562 -31%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$523K +$71.3K +1,480 +14%
HSBC Holdings
259
HSBC Holdings
United Kingdom
$522K -$496K -10,292 -45%
FCMC
260
Founders Capital Management (Connecticut)
Connecticut
$520K
GCM
261
Graham Capital Management
Connecticut
$511K +$585K +12,144 New
LPL Financial
262
LPL Financial
California
$495K -$4.29K -89 -0.8%
First Manhattan
263
First Manhattan
New York
$492K -$26.4K -549 -4%
PAG
264
Private Advisor Group
New Jersey
$487K +$9.92K +206 +2%
CAN
265
Cetera Advisor Networks
California
$477K +$193K +4,003 +55%
CII
266
Capital International Inc
California
$464K +$15.7K +327 +3%
SC
267
Sonen Capital
California
$447K
BPA
268
Beacon Pointe Advisors
California
$445K -$28.8K -599 -5%
Mariner
269
Mariner
Kansas
$425K +$486K +10,081 New
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$424K
Nordea Investment Management
271
Nordea Investment Management
Sweden
$421K -$4.43K -92 -0.9%
GAM
272
Gotham Asset Management
New York
$421K +$129K +2,684 +37%
DWA
273
Douglass Winthrop Advisors
New York
$413K
KAS
274
Kestra Advisory Services
Texas
$411K +$74K +1,537 +19%
BFS
275
Bradley Foster & Sargent
Connecticut
$407K +$24.1K +500 +5%

WBS Hedge Fund Activity: Q2 2022 in Review

440 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2022, worth a combined $6.37B — down 23% from $8.31B a quarter earlier.

Fund positioning in WBS was balanced in Q2 2022: 63 funds opened new positions, 63 closed out, 142 added to existing stakes and 160 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.6M. The largest seller was Dimensional Fund Advisors, cutting an estimated $54.8M.

  • 440 institutional investors held Webster Financial (WBS) as of Q2 2022, down from 449 in Q1 2022.
  • Funds reported $6.37B of Webster Financial stock for Q2 2022, down 23% quarter-over-quarter.
  • 63 funds opened new Webster Financial positions in Q2 2022 and 63 closed out, a net change of 0 holders.
  • The largest Webster Financial buyer in Q2 2022 was Morgan Stanley, an estimated $38.6M added.
  • The largest Webster Financial seller in Q2 2022 was Dimensional Fund Advisors, an estimated $54.8M sold.

Based on aggregated 13F filings for Q2 2022.