We are live on ! Find out more
WBS icon

Webster Financial

449 hedge funds and large institutions have $8.31B invested in Webster Financial in 2022 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 202 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

522% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 27

330% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 47

159% more call options, than puts

Call options by funds: $7.06M | Put options by funds: $2.72M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

71% more capital invested

Capital invested by funds: $4.87B → $8.31B (+$3.44B)

43% more funds holding

Funds holding: 313449 (+136)

11.27% less ownership

Funds ownership: 96.6%85.34% (-11%)

Holders
449
Holders Change
+136
Holders Change %
+43.45%
% of All Funds
7.08%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
168
Increased
202
Reduced
47
Closed
27
Calls
$7.06M
Puts
$2.72M
Net Calls
+$4.34M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
Addison Capital
Pennsylvania
$347K +$367K +6,183 New
SIG
302
Sky Investment Group
Connecticut
$342K
MWM
303
Modera Wealth Management
New Jersey
$341K +$360K +6,072 New
PAM
304
Panagora Asset Management
Massachusetts
$338K +$357K +6,021 New
SFP
305
Sterling Financial Planning
New Jersey
$334K +$354K +5,955 New
ALAM
306
Asahi Life Asset Management
Japan
$332K +$351K +5,910 New
SW
307
SlateStone Wealth
Florida
$330K +$349K +5,884 New
S
308
Seeyond
France
$330K +$350K +5,895 New
KTA
309
Keeley-Teton Advisors
Illinois
$322K +$341K +5,743 New
BFS
310
Bard Financial Services
Connecticut
$320K
HW
311
Hancock Whitney
Mississippi
$319K +$337K +5,683 New
BWM
312
BCGM Wealth Management
Indiana
$315K +$112K +1,889 +43%
ESB
313
Essex Savings Bank
Connecticut
$314K +$47.7K +804 +17%
FFM
314
Forum Financial Management
Illinois
$314K +$333K +5,606 New
SPC
315
Sigma Planning Corp
Michigan
$313K +$3.21K +54 +1%
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$309K +$327K +5,502 New
Bank of Nova Scotia
317
Bank of Nova Scotia
Ontario, Canada
$302K -$2.12M -35,731 -87%
PHAM
318
Palisades Hudson Asset Management
Florida
$293K +$2.02K +34 +0.7%
William Blair Investment Management
319
William Blair Investment Management
Illinois
$289K +$306K +5,155 New
BMC
320
Benin Management Corp
Connecticut
$288K +$304K +5,124 New
B
321
Bailard
California
$288K +$304K +5,128 New
FCM
322
Firestone Capital Management
Florida
$286K +$302K +5,093 New
S
323
SignatureFD
Georgia
$284K +$288K +4,844 +2,253%
IIM
324
Ironwood Investment Management
Massachusetts
$281K
Canada Pension Plan Investment Board
325
Canada Pension Plan Investment Board
Ontario, Canada
$281K +$297K +5,000 New

WBS Hedge Fund Activity: Q1 2022 in Review

449 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2022, worth a combined $8.31B — up 71% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new WBS positions and 27 closed out — a net gain of 141 holders — while 202 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $183M.

  • 449 institutional investors held Webster Financial (WBS) as of Q1 2022, up from 313 in Q4 2021.
  • Funds reported $8.31B of Webster Financial stock for Q1 2022, up 71% quarter-over-quarter.
  • 168 funds opened new Webster Financial positions in Q1 2022 and 27 closed out, a net change of +141 holders.
  • The largest Webster Financial buyer in Q1 2022 was BlackRock, an estimated $550M added.
  • The largest Webster Financial seller in Q1 2022 was T. Rowe Price Associates, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2022.