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Webster Financial

449 hedge funds and large institutions have $8.31B invested in Webster Financial in 2022 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 202 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

522% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 27

330% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 47

159% more call options, than puts

Call options by funds: $7.06M | Put options by funds: $2.72M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

71% more capital invested

Capital invested by funds: $4.87B → $8.31B (+$3.44B)

43% more funds holding

Funds holding: 313449 (+136)

11.27% less ownership

Funds ownership: 96.6%85.34% (-11%)

Holders
449
Holders Change
+136
Holders Change %
+43.45%
% of All Funds
7.08%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
168
Increased
202
Reduced
47
Closed
27
Calls
$7.06M
Puts
$2.72M
Net Calls
+$4.34M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$977M +$485M +8,161,424 +88%
BlackRock
2
BlackRock
New York
$976M +$550M +9,264,404 +114%
Capital International Investors
3
Capital International Investors
California
$522M +$85.1M +1,433,204 +18%
State Street
4
State Street
Massachusetts
$422M +$182M +3,061,831 +69%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$357M -$183M -3,075,024 -33%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$345M +$279M +4,703,278 +325%
Invesco
7
Invesco
Georgia
$268M +$195M +3,285,002 +219%
WA
8
Wasatch Advisors
Utah
$214M -$24.7M -415,534 -10%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$185M +$196M +3,299,597 New
Fidelity Investments
10
Fidelity Investments
Massachusetts
$185M +$196M +3,293,938 +909,928%
Charles Schwab
11
Charles Schwab
California
$183M +$100M +1,690,140 +108%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$166M +$73.1M +1,230,828 +71%
AllianceBernstein
13
AllianceBernstein
Tennessee
$166M +$2.47M +41,550 +1%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$145M +$40.7M +684,821 +36%
Pzena Investment Management
15
Pzena Investment Management
New York
$131M +$3.64M +61,339 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$128M +$68.7M +1,156,402 +102%
Principal Financial Group
17
Principal Financial Group
Iowa
$114M +$103M +1,726,846 +561%
Bank of America
18
Bank of America
North Carolina
$108M +$91.5M +1,541,451 +394%
Norges Bank
19
Norges Bank
Norway
$94.7M +$49.6M +835,014 +98%
Northern Trust
20
Northern Trust
Illinois
$89.8M +$53.4M +898,722 +128%
PI
21
Putnam Investments
Massachusetts
$85.5M +$90.5M +1,524,277 New
N
22
Nuveen
North Carolina
$81.5M +$70.9M +1,193,536 +553%
EARNEST Partners
23
EARNEST Partners
Georgia
$80.1M +$84.7M +1,426,384 +1,412,261%
BCM
24
Basswood Capital Management
New York
$71.9M +$76M +1,280,641 New
PCM
25
Polaris Capital Management
Massachusetts
$67.7M -$3.95M -66,500 -5%

WBS Hedge Fund Activity: Q1 2022 in Review

449 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2022, worth a combined $8.31B — up 71% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new WBS positions and 27 closed out — a net gain of 141 holders — while 202 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $183M.

  • 449 institutional investors held Webster Financial (WBS) as of Q1 2022, up from 313 in Q4 2021.
  • Funds reported $8.31B of Webster Financial stock for Q1 2022, up 71% quarter-over-quarter.
  • 168 funds opened new Webster Financial positions in Q1 2022 and 27 closed out, a net change of +141 holders.
  • The largest Webster Financial buyer in Q1 2022 was BlackRock, an estimated $550M added.
  • The largest Webster Financial seller in Q1 2022 was T. Rowe Price Associates, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2022.