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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
WG
176
Winton Group
United Kingdom
$596K +$85.3K +1,713 +19%
FMT
177
First Mercantile Trust
Tennessee
$579K +$1.54K +31 +0.3%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$572K -$27.7K -557 -5%
X
179
Xponance
Pennsylvania
$556K -$22K -443 -4%
QC
180
Quadrature Capital
United Kingdom
$553K -$215K -4,312 -30%
Prudential Financial
181
Prudential Financial
New Jersey
$545K +$94.4K +1,896 +20%
Mitsubishi UFJ Trust & Banking
182
Mitsubishi UFJ Trust & Banking
Japan
$535K
DWA
183
Douglass Winthrop Advisors
New York
$534K -$448K -9,000 -48%
CWM
184
Circle Wealth Management
New Jersey
$532K +$199 +4 +0%
Pacer Advisors
185
Pacer Advisors
Pennsylvania
$506K -$11.3K -228 -2%
Janus Henderson Group
186
Janus Henderson Group
United Kingdom
$496K +$453K +9,103 New
AG
187
Algert Global
California
$483K +$441K +8,868 New
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$478K +$437K +8,785 New
JC
189
JB Capital
Connecticut
$477K +$436K +8,763 New
DM
190
Delphi Management
Massachusetts
$471K +$430K +8,645 New
SAM
191
Securian Asset Management
Minnesota
$442K -$9.26K -186 -2%
CGH
192
Crossmark Global Holdings
Texas
$434K -$498 -10 -0.1%
PAM
193
Panagora Asset Management
Massachusetts
$407K +$11.9K +240 +3%
CM
194
Capula Management
Cayman Islands
$405K +$370K +7,439 New
MWM
195
Mission Wealth Management
California
$393K -$6.32K -127 -2%
Two Sigma Advisers
196
Two Sigma Advisers
New York
$387K +$353K +7,100 New
BCI
197
Brinker Capital Investments
Pennsylvania
$375K
FC
198
FORA Capital
Florida
$372K +$340K +6,833 New
MSRPS
199
Maryland State Retirement & Pension System
Maryland
$368K
TRCT
200
Tower Research Capital (TRC)
New York
$356K -$862K -17,316 -73%

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.