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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
PAG
201
Private Advisor Group
New Jersey
$346K -$25.7K -516 -8%
LPL Financial
202
LPL Financial
California
$345K -$57.9K -1,163 -16%
Creative Planning
203
Creative Planning
Kansas
$333K +$21.6K +435 +8%
SIG
204
Sky Investment Group
Connecticut
$331K
PAMS
205
Pictet Asset Management (Switzerland)
Switzerland
$330K +$302K +6,060 New
PA
206
Profund Advisors
Maryland
$329K -$329K -6,616 -52%
RJT
207
Raymond James Trust
Florida
$319K +$54.2K +1,090 +23%
BFS
208
Bard Financial Services
Connecticut
$310K
SPC
209
Sigma Planning Corp
Michigan
$301K
PCG
210
Private Capital Group
Connecticut
$297K +$14.3K +287 +6%
IIM
211
Ironwood Investment Management
Massachusetts
$294K
PHAM
212
Palisades Hudson Asset Management
Florida
$281K +$2.04K +41 +0.8%
SCM
213
Shelton Capital Management
Colorado
$274K
SPIA
214
Steward Partners Investment Advisory
New York
$271K -$87.8K -1,764 -26%
BFS
215
Bradley Foster & Sargent
Connecticut
$265K
Franklin Resources
216
Franklin Resources
California
$253K -$232K -4,660 -50%
URS
217
Utah Retirement Systems
Utah
$253K -$4.98K -100 -2%
II
218
Inspire Investing
Idaho
$248K +$226K +4,545 New
CAM
219
Connacht Asset Management
New York
$245K +$224K +4,492 New
ISL
220
Ingalls & Snyder LLC
New York
$244K
RPC
221
Rossmore Private Capital
Connecticut
$244K
ESB
222
Essex Savings Bank
Connecticut
$242K
AP
223
Advisor Partners
California
$237K -$6.87K -138 -3%
AWA
224
Arkadios Wealth Advisors
Georgia
$229K +$39.8K +800 +23%
BMO
225
Beck Mack & Oliver
New York
$223K

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.