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Washington Trust Bancorp
WASH

123 hedge funds and large institutions have $524M invested in Washington Trust Bancorp in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

54.62% more ownership

Funds ownership: 0% → 54.62% (+55%)

43% more capital invested

Capital invested by funds: $366M → $524M (+$158M)

8% more funds holding

Funds holding: 114 → 123 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

22% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 45

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $163K

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
35
Reduced
45
Closed
10
Calls
–
Puts
$163K
Net Calls
-$163K
Net Calls Change
-$165K

Top Buyers

Rank Fund Capital Flow
1
BTW
Boston Trust Walden
Massachusetts
+$6.9M
2
Franklin Resources
Franklin Resources
California
+$3.66M
3
BFA
BlackRock Fund Advisors
California
+$3.65M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.66M
5
EAM
Edge Asset Management
Washington
+$2.52M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.62M
2
RRAM
River Road Asset Management
Kentucky
-$6.74M
3
LSV Asset Management
LSV Asset Management
Illinois
-$3.83M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.95M
5
HCM
Hilton Capital Management
New York
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$3.5M -$77K -1,571 -2%
TA
27
Teton Advisors
New York
$3.36M -$123K -2,500 -4%
Charles Schwab
28
Charles Schwab
California
$3.3M +$140K +2,859 +5%
RHCA
29
Rosenthal Henry Capital Advisors
Indiana
$3.23M +$2.83M +57,687 New
PI
30
Putnam Investments
Massachusetts
$3.09M -$309K -6,300 -10%
Millennium Management
31
Millennium Management
New York
$2.86M +$2.5M +51,015 New
RJA
32
Raymond James & Associates
Florida
$2.84M +$227K +4,627 +10%
BFC
33
Banc Funds Company
Illinois
$2.83M – – –
First Trust Advisors
34
First Trust Advisors
Illinois
$2.55M +$417K +8,510 +23%
PTC
35
Philadelphia Trust Company
Pennsylvania
$2.24M -$211K -4,300 -10%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$1.87M – – –
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$1.76M -$83.3K -1,700 -5%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$1.72M -$39.2K -800 -3%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.66M -$39K -796 -3%
Bank of America
40
Bank of America
North Carolina
$1.65M +$105K +2,145 +8%
TA
41
Teachers Advisors
New York
$1.61M +$28.7K +585 +2%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.58M -$381K -7,767 -22%
Victory Capital Management
43
Victory Capital Management
Texas
$1.51M +$283K +5,765 +27%
Invesco
44
Invesco
Georgia
$1.49M -$125K -2,557 -9%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.38M – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.36M +$1.19M +24,319 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.33M – – –
GC
48
Guggenheim Capital
Illinois
$1.33M -$87.2K -1,778 -7%
NFA
49
Nationwide Fund Advisors
Ohio
$1.22M -$92.8K -1,892 -8%
Prudential Financial
50
Prudential Financial
New Jersey
$1.2M +$980 +20 +0.1%
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WASH Hedge Fund Activity: Q4 2016 in Review

123 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2016, worth a combined $524M — up 43% from $366M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WASH positions and 10 closed out — a net gain of 9 holders — while 35 added to existing stakes and 45 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $6.9M. The largest seller was Bank of New York Mellon, cutting an estimated $7.62M.

  • 123 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2016, up from 114 in Q3 2016.
  • Funds reported $524M of Washington Trust Bancorp stock for Q4 2016, up 43% quarter-over-quarter.
  • 19 funds opened new Washington Trust Bancorp positions in Q4 2016 and 10 closed out, a net change of +9 holders.
  • The largest Washington Trust Bancorp buyer in Q4 2016 was Boston Trust Walden, an estimated $6.9M added.
  • The largest Washington Trust Bancorp seller in Q4 2016 was Bank of New York Mellon, an estimated $7.62M sold.

Based on aggregated 13F filings for Q4 2016.