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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
HR
426
Howe & Rusling
New York
$5K +$5.7K +96 New
GKIM
427
GW&K Investment Management
Massachusetts
$4K -$3.92K -66 -48%
CAL
428
Capital Analysts LLC
Pennsylvania
$4K
FF
429
FourThought Financial
Florida
$4K +$4.63K +78 New
CI
430
Cordant Inc
Oregon
$4K +$4.75K +80 New
BFC
431
Bedel Financial Consulting
Indiana
$3K +$2.73K +46 New
FBT
432
First Bank & Trust
South Dakota
$3K +$3.09K +52 +650%
T
433
TCWP
Ohio
$3K +$3.74K +63 New
GRP
434
Global Retirement Partners
California
$3K +$3.86K +65 New
Lazard Asset Management
435
Lazard Asset Management
New York
$3K +$4.16K +70 New
Koshinski Asset Management
436
Koshinski Asset Management
Illinois
$2.19K +$1.48K +25 +179%
SC
437
Schubert & Co
Texas
$2K +$1.07K +18 +138%
NFSG
438
Newbridge Financial Services Group
Florida
$2K +$1.66K +28 New
TFO
439
Tarbox Family Office
California
$2K +$2.02K +34 New
DI
440
Disciplined Investments
Oklahoma
$2K +$2.31K +39 New
SWA
441
Sutton Wealth Advisors
Florida
$1.63K +$950 +16 +123%
BWA
442
BDO Wealth Advisors
Florida
$1K
AIP
443
Ahrens Investment Partners
Louisiana
$1K +$1.19K +20 New
VCM
444
Versant Capital Management
Arizona
$1K +$1.43K +24 New
Allianz Asset Management
445
Allianz Asset Management
Germany
-$14.7M -263,112 Closed
Swiss National Bank
446
Swiss National Bank
Switzerland
-$11.1M -199,400 Closed
AU
447
Algebris (UK)
United Kingdom
-$6.14M -109,920 Closed
RC
448
Roubaix Capital
Colorado
-$2.78M -49,827 Closed
FCM
449
FJ Capital Management
Virginia
-$2.05M -37,000 Closed
CIC
450
Cornercap Investment Counsel
Georgia
-$1.28M -22,880 Closed

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.