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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
LWA
301
Lenox Wealth Advisors
New York
$1K +$1.13K +20 New
EWA
302
EverSource Wealth Advisors
Alabama
$1K +$1.41K +25 New
Koshinski Asset Management
303
Koshinski Asset Management
Illinois
$782 +$788 +14 New
SWA
304
Sutton Wealth Advisors
Florida
$726 +$732 +13 New
VRS
305
Virginia Retirement Systems
Virginia
$313 -$1.26M -22,400 -80%
PFO
306
PMC FIG Opportunities
Israel
$56 +$56 +1 New
Renaissance Technologies
307
Renaissance Technologies
New York
-$4.29M -78,831 Closed
HAI
308
Hennessy Advisors Inc
California
-$1.69M -31,000 Closed
FC
309
Full18 Capital
Connecticut
-$1.56M -28,696 Closed
MUAMU
310
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$1.47M -27,000 Closed
ED
311
Exane Derivatives
France
-$1.45M -26,548 Closed
Lazard Asset Management
312
Lazard Asset Management
New York
-$1.22M -22,386 Closed
PL
313
Polianta Ltd
Jersey
-$1.12M -20,500 Closed
ASN
314
Advisory Services Network
Georgia
-$673K -12,355 Closed
Axa
315
Axa
France
-$648K -11,900 Closed
CWM
316
Connecticut Wealth Management
Connecticut
-$609K -11,183 Closed
QC
317
Quadrature Capital
United Kingdom
-$553K -10,158 Closed
PAM
318
Panagora Asset Management
Massachusetts
-$407K -7,472 Closed
CM
319
Capula Management
Cayman Islands
-$405K -7,439 Closed
FC
320
FORA Capital
Florida
-$372K -6,833 Closed
CAM
321
Connacht Asset Management
New York
-$245K -4,492 Closed
Toronto Dominion Bank
322
Toronto Dominion Bank
Ontario, Canada
-$123K -2,184 -100%
Simplex Trading
323
Simplex Trading
Illinois
-$98.2K -1,744 Closed
Walleye Trading
324
Walleye Trading
New York
-$76.2K -1,354 Closed
RTL
325
Red Tortoise LLC
Georgia
-$34K -761 Closed

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.