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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
Holocene Advisors
26
Holocene Advisors
New York
$65.1M +$5.3M +89,292 +8%
Goldman Sachs
27
Goldman Sachs
New York
$63.8M +$46.4M +781,437 +219%
FCM
28
Frontier Capital Management
Massachusetts
$59.6M -$14.2M -239,182 -18%
NC
29
Nitorum Capital
New York
$58.7M -$32.4M -546,600 -34%
CRM
30
Cramer Rosenthal McGlynn
Connecticut
$49.8M -$3.56M -59,940 -6%
Fisher Asset Management
31
Fisher Asset Management
Washington
$48.3M +$6.71M +113,066 +15%
SFM
32
Systematic Financial Management
New Jersey
$46.6M +$24M +404,023 +95%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$42.9M +$8M +134,720 +21%
UBS AM
34
UBS AM
Illinois
$40.7M +$12.8M +214,885 +42%
PPA
35
Parametric Portfolio Associates
Washington
$38.9M +$21.6M +363,830 +110%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$34.5M +$2.37M +39,905 +7%
SEI Investments
37
SEI Investments
Pennsylvania
$34.3M +$26.7M +450,503 +281%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.1M +$30M +505,777 +494%
Legal & General Group
39
Legal & General Group
United Kingdom
$34M +$26.8M +451,564 +292%
DRZID
40
DePrince Race & Zollo Inc (DRZ)
Florida
$33.2M +$4.26M +71,727 +14%
Ameriprise
41
Ameriprise
Minnesota
$32.5M +$25.6M +431,380 +241%
DAM
42
Davis Asset Management
California
$32.5M +$34.4M +578,750 New
Federated Hermes
43
Federated Hermes
Pennsylvania
$32.3M +$33.2M +559,519 +3,645%
SO
44
STRS Ohio
Ohio
$30.1M -$106K -1,789 -0.3%
Millennium Management
45
Millennium Management
New York
$29.9M +$26.6M +448,083 +533%
JP Morgan Chase
46
JP Morgan Chase
New York
$28.8M +$12M +201,676 +65%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$27.9M +$14.1M +237,778 +92%
Victory Capital Management
48
Victory Capital Management
Texas
$24.8M +$28.9M +486,246 +4,486%
GI
49
GAMCO Investors
Connecticut
$24.6M +$26.1M +439,128 New
FWIA
50
Fort Washington Investment Advisors
Ohio
$24.5M +$3.43M +57,741 +15%

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.