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Webster Financial

299 hedge funds and large institutions have $4.39B invested in Webster Financial in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $8.24M | Put options by funds: $2.96M

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

35% more capital invested

Capital invested by funds: $3.27B → $4.39B (+$1.13B)

10% more funds holding

Funds holding: 272299 (+27)

2.28% more ownership

Funds ownership: 86.16%88.44% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

16% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 106

Holders
299
Holders Change
+27
Holders Change %
+9.93%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
53
Increased
89
Reduced
106
Closed
24
Calls
$8.24M
Puts
$2.96M
Net Calls
+$5.28M
Net Calls Change
+$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Connecticut Wealth Management
Connecticut
$616K +$213 +4 +0%
SM
177
Sciencast Management
New Jersey
$608K +$302K +5,664 +107%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$605K -$8.41K -158 -1%
FMT
179
First Mercantile Trust
Tennessee
$597K -$40.2K -755 -7%
PAG
180
Private Advisor Group
New Jersey
$571K +$319 +6 +0.1%
Teacher Retirement System of Texas
181
Teacher Retirement System of Texas
Texas
$562K +$98.4K +1,848 +22%
MCM
182
Maltese Capital Management
New York
$551K +$532K +10,000 New
Creative Planning
183
Creative Planning
Kansas
$540K
Franklin Resources
184
Franklin Resources
California
$539K +$10.6K +199 +2%
CWM
185
Circle Wealth Management
New Jersey
$538K +$160 +3 +0%
ACM
186
AlphaCrest Capital Management
New York
$535K +$166K +3,119 +47%
CWM
187
CIBC World Markets
New York
$534K +$516K +9,695 New
Pacer Advisors
188
Pacer Advisors
Pennsylvania
$531K -$24.5K -461 -5%
MAM
189
Meeder Asset Management
Ohio
$531K +$490K +9,210 +2,193%
X
190
Xponance
Pennsylvania
$527K +$1.81K +34 +0.4%
Verition Fund Management
191
Verition Fund Management
Connecticut
$516K -$809K -15,199 -62%
QCM
192
Quantinno Capital Management
New York
$504K
EGM
193
Engineers Gate Manager
New York
$494K +$200K +3,755 +72%
LPL Financial
194
LPL Financial
California
$492K +$476K +8,933 New
Los Angeles Capital Management
195
Los Angeles Capital Management
California
$491K -$453K -8,500 -49%
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$478K +$462K +8,672 New
SAM
197
Securian Asset Management
Minnesota
$466K -$5.32K -100 -1%
QC
198
Quadrature Capital
United Kingdom
$452K +$437K +8,210 New
CGH
199
Crossmark Global Holdings
Texas
$447K +$42.6K +800 +11%
Mitsubishi UFJ Trust & Banking
200
Mitsubishi UFJ Trust & Banking
Japan
$438K -$123K -2,302 -18%

WBS Hedge Fund Activity: Q1 2021 in Review

299 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2021, worth a combined $4.39B — up 35% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WBS positions and 24 closed out — a net gain of 29 holders — while 89 added to existing stakes and 106 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $89M. The largest seller was T. Rowe Price Associates, cutting an estimated $63.5M.

  • 299 institutional investors held Webster Financial (WBS) as of Q1 2021, up from 272 in Q4 2020.
  • Funds reported $4.39B of Webster Financial stock for Q1 2021, up 35% quarter-over-quarter.
  • 53 funds opened new Webster Financial positions in Q1 2021 and 24 closed out, a net change of +29 holders.
  • The largest Webster Financial buyer in Q1 2021 was Wellington Management Group, an estimated $89M added.
  • The largest Webster Financial seller in Q1 2021 was T. Rowe Price Associates, an estimated $63.5M sold.

Based on aggregated 13F filings for Q1 2021.