WBS icon

Webster Financial
WBS

Overview Fund Activity

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.

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
5.11%
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

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$411M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$499M
3
State Street
3
State Street
Massachusetts
$265M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$12M
5
RIP
5
Rhino Investment Partners
Pennsylvania
$11.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$546M
2
Macquarie Group
2
Macquarie Group
Australia
$198M
3
Wells Fargo
3
Wells Fargo
California
$6.57M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$2.27M
5
OFCM
5
One Fin Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
201
Private Advisor Group
New Jersey
$346K 6,355 -516 -8%
LPL Financial
202
LPL Financial
California
$345K 6,327 -1,163 -16%
Creative Planning
203
Creative Planning
Kansas
$333K 6,114 +435 +8%
SIG
204
Sky Investment Group
Connecticut
$331K 6,086 – –
PAMS
205
Pictet Asset Management (Switzerland)
Switzerland
$330K 6,060 +6,060 New
PA
206
Profund Advisors
Maryland
$329K 6,034 -6,616 -52%
RJT
207
Raymond James Trust
Florida
$319K 5,858 +1,090 +23%
BFS
208
Bard Financial Services
Connecticut
$310K 5,700 – –
SPC
209
Sigma Planning Corp
Michigan
$301K 5,525 – –
PCG
210
Private Capital Group
Connecticut
$297K 5,444 +287 +6%
IIM
211
Ironwood Investment Management
Massachusetts
$294K 5,400 – –
PHAM
212
Palisades Hudson Asset Management
Florida
$281K 5,152 +41 +0.8%
SCM
213
Shelton Capital Management
Colorado
$274K 5,037 – –
SPIA
214
Steward Partners Investment Advisory
New York
$271K 4,983 -1,764 -26%
BFS
215
Bradley Foster & Sargent
Connecticut
$265K 4,867 – –
Franklin Resources
216
Franklin Resources
California
$253K 4,646 -4,660 -50%
URS
217
Utah Retirement Systems
Utah
$253K 4,643 -100 -2%
II
218
Inspire Investing
Idaho
$248K 4,545 +4,545 New
CAM
219
Connacht Asset Management
New York
$245K 4,492 +4,492 New
ISL
220
Ingalls & Snyder LLC
New York
$244K 4,475 – –
RPC
221
Rossmore Private Capital
Connecticut
$244K 4,477 – –
ESB
222
Essex Savings Bank
Connecticut
$242K 4,792 – –
AP
223
Advisor Partners
California
$237K 4,356 -138 -3%
AWA
224
Arkadios Wealth Advisors
Georgia
$229K 4,214 +800 +23%
BMO
225
Beck Mack & Oliver
New York
$223K 4,091 – –
7 8
9
10 11