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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
DRZID
26
DePrince Race & Zollo Inc (DRZ)
Florida
$27.1M +$2.78M +55,844 +13%
Principal Financial Group
27
Principal Financial Group
Iowa
$25.1M +$40.9K +821 +0.2%
SI
28
Sapience Investments
California
$24.8M +$3.75M +75,350 +20%
SFM
29
Systematic Financial Management
New Jersey
$24.2M +$479K +9,621 +2%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$24M -$766K -15,385 -3%
NC
31
Nicholas Company
Wisconsin
$23.4M +$4.97M +99,820 +30%
Bank of America
32
Bank of America
North Carolina
$20.9M +$8.42M +169,194 +79%
WMSA
33
Weiss Multi-Strategy Advisers
New York
$20.7M +$9.62M +193,232 +104%
Goldman Sachs
34
Goldman Sachs
New York
$19.9M -$1.5M -30,195 -8%
JP Morgan Chase
35
JP Morgan Chase
New York
$18.3M -$1M -20,162 -6%
PPA
36
Parametric Portfolio Associates
Washington
$17.6M +$450K +9,044 +3%
FWIA
37
Fort Washington Investment Advisors
Ohio
$17.1M -$6.81M -136,861 -30%
RJA
38
Raymond James & Associates
Florida
$16.8M -$1.18M -23,796 -7%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$14.3M -$513K -10,317 -4%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$13.9M -$154K -3,087 -1%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$13.4M +$37.6K +756 +0.3%
Boston Partners
42
Boston Partners
Massachusetts
$13.1M -$898K -18,035 -7%
Truist Financial
43
Truist Financial
North Carolina
$13M -$2.64K -53 -0%
Allianz Asset Management
44
Allianz Asset Management
Germany
$12.4M +$1.07M +21,583 +10%
Verition Fund Management
45
Verition Fund Management
Connecticut
$12M +$10.9M +219,629 New
N
46
Nuveen
North Carolina
$11.8M -$1.78M -35,853 -14%
RIP
47
Rhino Investment Partners
Pennsylvania
$11.7M +$10.7M +215,330 New
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$11M -$22.5K -453 -0.2%
Swiss National Bank
49
Swiss National Bank
Switzerland
$10.9M +$49.8K +1,000 +0.5%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$10.6M -$1.74M -34,863 -15%

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.