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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$546M -$19.6M -393,107 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$499M +$28.3M +569,337 +7%
BlackRock
3
BlackRock
New York
$431M -$1.96M -39,453 -0.5%
Capital International Investors
4
Capital International Investors
California
$411M +$201M +4,048,064 +116%
State Street
5
State Street
Massachusetts
$265M +$13.1M +262,429 +6%
WA
6
Wasatch Advisors
Utah
$227M +$6.1M +122,511 +3%
Macquarie Group
7
Macquarie Group
Australia
$198M -$14.4M -289,620 -7%
AllianceBernstein
8
AllianceBernstein
Tennessee
$163M -$4.1M -82,294 -3%
Pzena Investment Management
9
Pzena Investment Management
New York
$124M +$430K +8,649 +0.4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$108M +$2.21M +44,367 +2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$104M -$69.6K -1,399 -0.1%
Invesco
12
Invesco
Georgia
$88.2M +$2.47M +49,684 +3%
NC
13
Nitorum Capital
New York
$87.3M
Charles Schwab
14
Charles Schwab
California
$82.5M +$5.1M +102,438 +7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$79.5M -$2.71M -54,422 -4%
PCM
16
Polaris Capital Management
Massachusetts
$72.3M -$328K -6,600 -0.5%
FCM
17
Frontier Capital Management
Massachusetts
$65.9M -$3.77M -75,671 -6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$59.4M -$1.34M -26,912 -2%
CRM
19
Cramer Rosenthal McGlynn
Connecticut
$48.6M +$3.03M +60,836 +7%
Norges Bank
20
Norges Bank
Norway
$46.8M -$3.56M -71,518 -8%
Holocene Advisors
21
Holocene Advisors
New York
$43.6M +$7.89M +158,498 +25%
Fisher Asset Management
22
Fisher Asset Management
Washington
$41.4M -$732K -14,712 -2%
Northern Trust
23
Northern Trust
Illinois
$38.9M -$672K -13,493 -2%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$31.8M +$4.61M +92,557 +19%
UBS AM
25
UBS AM
Illinois
$28.9M -$200K -4,011 -0.8%

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.