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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
CAL
276
Capital Analysts LLC
Pennsylvania
$4K
CFA
277
Carroll Financial Associates
North Carolina
$4K
GRP
278
Global Retirement Partners
California
$4K
GWM
279
Geneos Wealth Management
Colorado
$3K -$1.99K -40 -36%
WPA
280
West Paces Advisors
Georgia
$2.72K
GWS
281
Glassman Wealth Services
Virginia
$2K
FPS
282
Fieldpoint Private Securities
Connecticut
$1K
PFBT
283
Parkside Financial Bank & Trust
Missouri
$1K
FHA
284
First Horizon Advisors
Tennessee
$1K +$498 +10 New
BIA
285
Bell Investment Advisors
California
$1K +$647 +13 New
EI
286
Ellevest Inc
New York
$1K +$647 +13 New
Nisa Investment Advisors
287
Nisa Investment Advisors
Missouri
$779 +$219K +4,400 +44%
OFCM
288
One Fin Capital Management
California
-$8.53M -160,000 Closed
LP
289
LMR Partners
United Kingdom
-$5.33M -100,000 Closed
SLG
290
Stanley-Laman Group
Pennsylvania
-$3.62M -67,922 Closed
DWA
291
Dorsey Wright & Associates
California
-$3.19M -59,866 Closed
Jane Street
292
Jane Street
New York
-$2.86M -57,469 Closed
Mackenzie Financial
293
Mackenzie Financial
Ontario, Canada
-$2.82M -52,900 Closed
AA
294
AQR Arbitrage
Connecticut
-$1.98M -37,051 Closed
Millennium Management
295
Millennium Management
New York
-$1.69M -31,740 Closed
SM
296
Sciencast Management
New Jersey
-$1.31M -25,916 Closed
E
297
Ergoteles
New York
-$1.22M -22,842 Closed
Skandinaviska Enskilda Banken (SEB)
298
Skandinaviska Enskilda Banken (SEB)
Sweden
-$1.15M -21,600 Closed
HIM
299
Hanlon Investment Management
New Jersey
-$1.02M -19,082 Closed
Canada Pension Plan Investment Board
300
Canada Pension Plan Investment Board
Ontario, Canada
-$960K -18,000 Closed

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.