We are live on ! Find out more
WBS icon

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
SP
176
Symmetry Partners
Connecticut
$609K -$26K -462 -4%
Victory Capital Management
177
Victory Capital Management
Texas
$605K -$78.1K -1,387 -11%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$575K -$10.8K -191 -2%
CWM
179
Circle Wealth Management
New Jersey
$574K +$28.3K +503 +5%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$562K -$248K -4,400 -31%
X
181
Xponance
Pennsylvania
$562K -$8.22K -146 -1%
PSUF
182
People's United Financial
Connecticut
$553K -$219K -3,883 -28%
PP
183
Paloma Partners
Connecticut
$551K +$556K +9,876 New
DWA
184
Douglass Winthrop Advisors
New York
$547K
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$527K -$7.67M -136,276 -94%
Pacer Advisors
186
Pacer Advisors
Pennsylvania
$525K +$6.42K +114 +1%
AG
187
Algert Global
California
$495K
RI
188
Ridgewood Investments
New Jersey
$491K -$389K -6,914 -44%
JC
189
JB Capital
Connecticut
$491K +$1.29K +23 +0.3%
Mitsubishi UFJ Trust & Banking
190
Mitsubishi UFJ Trust & Banking
Japan
$488K -$61.4K -1,091 -11%
Brown Advisory
191
Brown Advisory
Maryland
$477K +$481K +8,540 New
II
192
Inspire Investing
Idaho
$473K +$221K +3,920 +86%
DM
193
Delphi Management
Massachusetts
$455K -$27.9K -495 -6%
SAM
194
Securian Asset Management
Minnesota
$448K -$5.63K -100 -1%
AT
195
American Trust
Kentucky
$446K +$449K +7,979 New
LPL Financial
196
LPL Financial
California
$432K +$79.6K +1,414 +22%
CGH
197
Crossmark Global Holdings
Texas
$425K -$20.3K -360 -5%
D.E. Shaw & Co
198
D.E. Shaw & Co
New York
$420K -$589K -10,459 -58%
TCM
199
Teza Capital Management
Illinois
$416K +$419K +7,450 New
MWM
200
Mission Wealth Management
California
$415K +$11.4K +203 +3%

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.