We are live on ! Find out more
WBS icon

Webster Financial

295 hedge funds and large institutions have $4.41B invested in Webster Financial in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.45% more ownership

Funds ownership: 88.44%91.89% (+3.4%)

7% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 98

2% more call options, than puts

Call options by funds: $5.09M | Put options by funds: $5M

0% more capital invested

Capital invested by funds: $4.39B → $4.41B (+$17.5M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

1% less funds holding

Funds holding: 299295 (-4)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
295
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
5.13%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
39
Increased
105
Reduced
98
Closed
42
Calls
$5.09M
Puts
$5M
Net Calls
+$91K
Net Calls Change
-$5.19M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$556M -$54.7M -986,211 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$458M +$7.47M +134,763 +2%
BlackRock
3
BlackRock
New York
$424M -$10.4M -186,853 -2%
State Street
4
State Street
Massachusetts
$245M +$38.3M +690,843 +18%
WA
5
Wasatch Advisors
Utah
$216M +$11M +197,670 +5%
Macquarie Group
6
Macquarie Group
Australia
$209M +$20.5M +370,578 +10%
Capital International Investors
7
Capital International Investors
California
$186M +$146M +2,638,256 +310%
AllianceBernstein
8
AllianceBernstein
Tennessee
$164M -$6.8M -122,693 -4%
Pzena Investment Management
9
Pzena Investment Management
New York
$121M -$7.91M -142,764 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$103M -$26.9M -485,910 -20%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$101M +$175K +3,165 +0.2%
NC
12
Nitorum Capital
New York
$85.5M +$6.68M +120,500 +8%
Invesco
13
Invesco
Georgia
$83.7M +$55.1M +993,980 +173%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$80.8M -$16.1M -289,847 -16%
Charles Schwab
15
Charles Schwab
California
$75.3M +$6.68M +120,459 +9%
PCM
16
Polaris Capital Management
Massachusetts
$71.2M -$1.68M -30,300 -2%
FCM
17
Frontier Capital Management
Massachusetts
$68.6M -$25.5M -460,169 -26%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$59.6M +$1.18M +21,217 +2%
Norges Bank
19
Norges Bank
Norway
$49.7M -$7.58M -136,774 -13%
CRM
20
Cramer Rosenthal McGlynn
Connecticut
$44.4M -$1.75M -31,571 -4%
Fisher Asset Management
21
Fisher Asset Management
Washington
$41.4M -$1.82M -32,783 -4%
Northern Trust
22
Northern Trust
Illinois
$38.8M -$1.28M -23,076 -3%
Holocene Advisors
23
Holocene Advisors
New York
$34.2M +$12.6M +228,170 +55%
UBS AM
24
UBS AM
Illinois
$28.5M -$315K -5,684 -1%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$26.2M +$27M +487,576 +16,807%

WBS Hedge Fund Activity: Q2 2021 in Review

295 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2021, worth a combined $4.41B — up 0.4% from $4.39B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of WBS and 39 opened new positions — a net loss of 3 holders — while 98 trimmed existing stakes and 105 added.

The largest buyer was Capital International Investors, adding an estimated $146M. The largest seller was T. Rowe Price Associates, cutting an estimated $54.7M.

  • 295 institutional investors held Webster Financial (WBS) as of Q2 2021, down from 299 in Q1 2021.
  • Funds reported $4.41B of Webster Financial stock for Q2 2021, up 0.4% quarter-over-quarter.
  • 39 funds opened new Webster Financial positions in Q2 2021 and 42 closed out, a net change of -3 holders.
  • The largest Webster Financial buyer in Q2 2021 was Capital International Investors, an estimated $146M added.
  • The largest Webster Financial seller in Q2 2021 was T. Rowe Price Associates, an estimated $54.7M sold.

Based on aggregated 13F filings for Q2 2021.