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Webster Financial

313 hedge funds and large institutions have $4.87B invested in Webster Financial in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $737K

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 291313 (+22)

3% more capital invested

Capital invested by funds: $4.72B → $4.87B (+$149M)

0.56% more ownership

Funds ownership: 96.04%96.6% (+0.56%)

10% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 110

Holders
313
Holders Change
+22
Holders Change %
+7.56%
% of All Funds
4.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
50
Increased
99
Reduced
110
Closed
25
Calls
$2.5M
Puts
$737K
Net Calls
+$1.76M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$2.63M -$5.89M -104,532 -69%
Canada Life
102
Canada Life
Manitoba, Canada
$2.6M +$145K +2,576 +6%
Osaic Holdings
103
Osaic Holdings
Arizona
$2.57M -$129K -2,287 -5%
First Trust Advisors
104
First Trust Advisors
Illinois
$2.56M -$5.13M -91,154 -67%
APF
105
Alaska Permanent Fund
Alaska
$2.54M
Comerica Bank
106
Comerica Bank
Texas
$2.53M -$2.77M -49,195 -54%
MIM
107
MetLife Investment Management
New Jersey
$2.45M +$21.3K +379 +0.9%
Citigroup
108
Citigroup
New York
$2.43M -$4.92M -87,460 -67%
EVM
109
Eaton Vance Management
Massachusetts
$2.43M +$2.03K +36 +0.1%
OAM
110
Oppenheimer Asset Management
New York
$2.36M +$271K +4,811 +13%
SG Americas Securities
111
SG Americas Securities
New York
$2.32M -$441K -7,834 -16%
MFIMFI
112
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.3M
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$2.3M +$2.31M +41,114 New
Prudential Financial
114
Prudential Financial
New Jersey
$2.25M +$1.56M +27,670 +247%
MCM
115
Maltese Capital Management
New York
$2.23M +$282K +5,000 +14%
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$2.19M +$2.21M +39,171 New
CGPCS
117
Capital Group Private Client Services
California
$2.13M +$50.1K +889 +2%
FCM
118
FJ Capital Management
Virginia
$2.05M +$2.08M +37,000 New
AQR Capital Management
119
AQR Capital Management
Connecticut
$2.01M +$208K +3,687 +11%
CCMINC
120
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.96M +$5.52K +98 +0.3%
TRCT
121
Tower Research Capital (TRC)
New York
$1.87M +$1.52M +27,000 +413%
HFM
122
Hartford Financial Management
Connecticut
$1.85M -$35K -622 -2%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$1.84M -$2.52M -44,690 -58%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$1.82M +$12.4K +220 +0.7%
WB
125
Webster Bank
Connecticut
$1.69M

WBS Hedge Fund Activity: Q4 2021 in Review

313 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2021, worth a combined $4.87B — up 3.2% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WBS positions and 25 closed out — a net gain of 25 holders — while 99 added to existing stakes and 110 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $33.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $33M.

  • 313 institutional investors held Webster Financial (WBS) as of Q4 2021, up from 291 in Q3 2021.
  • Funds reported $4.87B of Webster Financial stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 50 funds opened new Webster Financial positions in Q4 2021 and 25 closed out, a net change of +25 holders.
  • The largest Webster Financial buyer in Q4 2021 was Balyasny Asset Management, an estimated $33.1M added.
  • The largest Webster Financial seller in Q4 2021 was T. Rowe Price Associates, an estimated $33M sold.

Based on aggregated 13F filings for Q4 2021.