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Webster Financial

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: 45 (+1)

8% more funds holding

Funds holding: 291313 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
276
Retirement Planning Company of New England
Rhode Island
$8K +$8.73K +155 New
QCG
277
Quadrant Capital Group
Ohio
$7K -$4.39K -78 -40%
EARNEST Partners
278
EARNEST Partners
Georgia
$6K
HCM
279
Highlander Capital Management
New Jersey
$6K
NC
280
NewSquare Capital
Pennsylvania
$6K
TIM
281
Tortoise Investment Management
New York
$6K
Manulife (Manufacturers Life Insurance)
282
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.72K -$116K -2,053 -2%
ST
283
Sageworth Trust
Pennsylvania
$5K -$17.8K -316 -77%
LC
284
Lindbrook Capital
California
$5K
HI
285
Harbour Investments
Wisconsin
$5K +$4.67K +83 New
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.79K +85 New
FAG
287
Fortitude Advisory Group
Washington
$5K +$5.41K +96 New
CAL
288
Capital Analysts LLC
Pennsylvania
$4K
CFA
289
Carroll Financial Associates
North Carolina
$4K
UB
290
UMB Bank
Missouri
$4K +$3.83K +68 New
WPA
291
West Paces Advisors
Georgia
$3.07K +$282 +5 +10%
EI
292
Ellevest Inc
New York
$3K +$1.86K +33 +254%
JWA
293
JFS Wealth Advisors
Pennsylvania
$2K +$1.63K +29 New
BIA
294
Bell Investment Advisors
California
$2K +$1.75K +31 +238%
NFG
295
Next Financial Group
Texas
$2K +$2.08K +37 New
FPS
296
Fieldpoint Private Securities
Connecticut
$1K
FHA
297
First Horizon Advisors
Tennessee
$1K
PFBT
298
Parkside Financial Bank & Trust
Missouri
$1K
SC
299
Schubert & Co
Texas
$1K +$732 +13 New
BWA
300
BDO Wealth Advisors
Florida
$1K +$788 +14 New

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.