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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
RJT
201
Raymond James Trust
Florida
$409K +$83.4K +1,481 +25%
BCI
202
Brinker Capital Investments
Pennsylvania
$396K +$4.11K +73 +1%
Voloridge Investment Management
203
Voloridge Investment Management
Florida
$383K -$5.96M -105,915 -94%
AWA
204
Arkadios Wealth Advisors
Georgia
$382K +$148K +2,620 +62%
MSRPS
205
Maryland State Retirement & Pension System
Maryland
$377K
PAG
206
Private Advisor Group
New Jersey
$355K +$282 +5 +0.1%
SIG
207
Sky Investment Group
Connecticut
$340K
PA
208
Profund Advisors
Maryland
$330K -$6.81K -121 -2%
Creative Planning
209
Creative Planning
Kansas
$318K -$23.3K -413 -7%
BFS
210
Bard Financial Services
Connecticut
$318K
GAM
211
Gotham Asset Management
New York
$317K +$320K +5,677 New
SPC
212
Sigma Planning Corp
Michigan
$309K
PCG
213
Private Capital Group
Connecticut
$292K -$11.8K -210 -4%
PAMS
214
Pictet Asset Management (Switzerland)
Switzerland
$291K -$47.6K -846 -14%
PHAM
215
Palisades Hudson Asset Management
Florida
$290K +$1.97K +35 +0.7%
IIM
216
Ironwood Investment Management
Massachusetts
$279K -$22.5K -400 -7%
BFS
217
Bradley Foster & Sargent
Connecticut
$272K
SCM
218
Shelton Capital Management
Colorado
$268K -$13.3K -236 -5%
ESB
219
Essex Savings Bank
Connecticut
$268K
URS
220
Utah Retirement Systems
Utah
$265K +$5.63K +100 +2%
Two Sigma Advisers
221
Two Sigma Advisers
New York
$251K -$146K -2,600 -37%
Franklin Resources
222
Franklin Resources
California
$251K -$8.45K -150 -3%
ISL
223
Ingalls & Snyder LLC
New York
$250K
RPC
224
Rossmore Private Capital
Connecticut
$250K
AP
225
Advisor Partners
California
$247K +$3.44K +61 +1%

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.