Webster Financial
295 hedge funds and large institutions have $4.41B invested in Webster Financial in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 42 closing their positions.
3.45% more ownership
Funds ownership: 88.44% → 91.89% (+3.4%)
7% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 98
2% more call options, than puts
Call options by funds: $5.09M | Put options by funds: $5M
0% more capital invested
Capital invested by funds: $4.39B → $4.41B (+$17.5M)
7% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 42
1% less funds holding
Funds holding: 299 → 295 (-4)
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$146M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$55.1M |
| 3 |
State Street
Boston,
Massachusetts
|
+$38.3M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$27M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$54.7M |
| 2 |
Bank of New York Mellon
New York
|
-$26.9M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$25.5M |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$23.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$16.1M |
WBS Hedge Fund Activity: Q2 2021 in Review
295 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2021, worth a combined $4.41B — up 0.4% from $4.39B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of WBS and 39 opened new positions — a net loss of 3 holders — while 98 trimmed existing stakes and 105 added.
The largest buyer was Capital International Investors, adding an estimated $146M. The largest seller was T. Rowe Price Associates, cutting an estimated $54.7M.
- 295 institutional investors held Webster Financial (WBS) as of Q2 2021, down from 299 in Q1 2021.
- Funds reported $4.41B of Webster Financial stock for Q2 2021, up 0.4% quarter-over-quarter.
- 39 funds opened new Webster Financial positions in Q2 2021 and 42 closed out, a net change of -3 holders.
- The largest Webster Financial buyer in Q2 2021 was Capital International Investors, an estimated $146M added.
- The largest Webster Financial seller in Q2 2021 was T. Rowe Price Associates, an estimated $54.7M sold.
Based on aggregated 13F filings for Q2 2021.