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Washington Trust Bancorp
WASH

118 hedge funds and large institutions have $464M invested in Washington Trust Bancorp in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0.3% more ownership

Funds ownership: 72.72% → 73.02% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 125 → 118 (-7)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

32% less capital invested

Capital invested by funds: $681M → $464M (-$217M)

Holders
118
Holders Change
-7
Holders Change %
-5.6%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
39
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DMC
Drexel Morgan & Co
Pennsylvania
+$5.25M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.44M
3
Millennium Management
Millennium Management
New York
+$2.41M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.68M
5
BlackRock
BlackRock
New York
+$1.51M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.55M
2
Principal Financial Group
Principal Financial Group
Iowa
-$3.02M
3
SFM
Systematic Financial Management
New Jersey
-$1.45M
4
OAM
Oxford Asset Management
United Kingdom
-$1.42M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$2.4M -$15.7K -347 -0.5%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$2.31M -$158K -3,500 -5%
TA
28
Teton Advisors
New York
$2.06M – – –
Goldman Sachs
29
Goldman Sachs
New York
$2.02M +$36.1K +798 +1%
Millennium Management
30
Millennium Management
New York
$1.94M +$2.41M +53,176 New
Morgan Stanley
31
Morgan Stanley
New York
$1.52M -$693K -15,325 -27%
RHCA
32
Rosenthal Henry Capital Advisors
Indiana
$1.46M – – –
First Trust Advisors
33
First Trust Advisors
Illinois
$1.26M +$180K +3,984 +13%
Wells Fargo
34
Wells Fargo
California
$1.25M +$281K +6,205 +22%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.23M -$45.2K -1,000 -3%
Bank of America
36
Bank of America
North Carolina
$1.19M +$15.1K +333 +1%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$1.12M +$261K +5,766 +23%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.11M +$22.6K +500 +2%
CT
39
Coastline Trust
Rhode Island
$1.05M +$66K +1,460 +5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.03M -$81.4K -1,800 -6%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$927K +$464K +10,248 +68%
AllianceBernstein
42
AllianceBernstein
Tennessee
$877K – – –
RHJA
43
Rice Hall James & Associates
California
$866K -$33.5K -740 -3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$844K – – –
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$835K -$11.7K -258 -1%
Invesco
46
Invesco
Georgia
$824K +$127K +2,808 +14%
DBG
47
De Burlo Group
Massachusetts
$806K +$668K +14,777 +203%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$784K -$106K -2,351 -10%
LDFR
49
Lehman & Derafelo Financial Resources
Pennsylvania
$779K – – –
WG
50
Winton Group
United Kingdom
$733K -$131K -2,888 -13%
1
2
3 4 5

WASH Hedge Fund Activity: Q1 2020 in Review

118 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q1 2020, worth a combined $464M — down 32% from $681M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WASH and 12 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 39 added.

The largest buyer was Drexel Morgan & Co, opening a new position worth an estimated $5.25M. The largest seller was Bank of New York Mellon, cutting an estimated $9.55M.

  • 118 institutional investors held Washington Trust Bancorp (WASH) as of Q1 2020, down from 125 in Q4 2019.
  • Funds reported $464M of Washington Trust Bancorp stock for Q1 2020, down 32% quarter-over-quarter.
  • 12 funds opened new Washington Trust Bancorp positions in Q1 2020 and 17 closed out, a net change of -5 holders.
  • The largest Washington Trust Bancorp buyer in Q1 2020 was Drexel Morgan & Co, an estimated $5.25M added.
  • The largest Washington Trust Bancorp seller in Q1 2020 was Bank of New York Mellon, an estimated $9.55M sold.

Based on aggregated 13F filings for Q1 2020.