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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
Osaic Holdings
101
Osaic Holdings
Arizona
$2.63M -$838K -16,841 -26%
APF
102
Alaska Permanent Fund
Alaska
$2.43M
Canada Life
103
Canada Life
Manitoba, Canada
$2.41M +$340K +6,831 +18%
MIM
104
MetLife Investment Management
New Jersey
$2.37M -$82.6K -1,659 -4%
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$2.27M -$9.31M -187,091 -82%
MFIMFI
106
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.24M -$6.93M -139,225 -77%
EVM
107
Eaton Vance Management
Massachusetts
$2.19M +$2.04K +41 +0.1%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.06M -$175K -3,510 -8%
OAM
109
Oppenheimer Asset Management
New York
$2.04M +$175K +3,524 +10%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$2.03M -$11.8K -237 -0.6%
CGPCS
111
Capital Group Private Client Services
California
$2.03M +$1.85M +37,210 New
Citadel Advisors
112
Citadel Advisors
Florida
$1.96M +$1.35M +27,173 +308%
CCMINC
113
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.91M +$9.31K +187 +0.5%
MCM
114
Maltese Capital Management
New York
$1.91M
HFM
115
Hartford Financial Management
Connecticut
$1.84M -$5.62K -113 -0.3%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$1.76M +$54.2K +1,089 +3%
AQR Capital Management
117
AQR Capital Management
Connecticut
$1.76M +$551K +11,076 +52%
HAI
118
Hennessy Advisors Inc
California
$1.69M -$448K -9,000 -23%
JMPWA
119
JP Morgan Private Wealth Advisors
California
$1.67M +$48.1K +967 +3%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$1.65M -$27K -543 -2%
WB
121
Webster Bank
Connecticut
$1.65M
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.63M -$9.61K -193 -0.6%
FC
123
Full18 Capital
Connecticut
$1.56M +$1.43M +28,696 New
VRS
124
Virginia Retirement Systems
Virginia
$1.52M -$189K -3,800 -12%
CAM
125
Congress Asset Management
Massachusetts
$1.5M -$3.31M -66,480 -71%

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.