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Washington Trust Bancorp

137 hedge funds and large institutions have $652M invested in Washington Trust Bancorp in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $645K | Put options by funds: $516K

17% more capital invested

Capital invested by funds: $558M → $652M (+$93.7M)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

0.92% more ownership

Funds ownership: 72.19%73.11% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 138137 (-1)

Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
46
Reduced
43
Closed
16
Calls
$645K
Puts
$516K
Net Calls
+$129K
Net Calls Change
+$129K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$5.2M -$227K -4,690 -4%
FP
27
Foundry Partners
Minnesota
$5.13M +$447K +9,210 +10%
EWM
28
Endurance Wealth Management
Rhode Island
$5.02M -$111K -2,292 -2%
Goldman Sachs
29
Goldman Sachs
New York
$4.75M +$557K +11,485 +14%
RCYC
30
Richard C. Young & Co
Rhode Island
$4.74M +$4.46M +91,886 New
RJA
31
Raymond James & Associates
Florida
$4.42M -$11.6K -239 -0.3%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$4.37M +$268K +5,535 +7%
DIA
33
Dean Investment Associates
Ohio
$4.02M -$326K -6,730 -8%
DCM
34
Dean Capital Management
Kansas
$3.64M -$57.5K -1,185 -2%
WC
35
Walthausen & Co
New York
$3.19M +$107K +2,200 +4%
Boston Partners
36
Boston Partners
Massachusetts
$3.15M -$14.1K -291 -0.5%
Citadel Advisors
37
Citadel Advisors
Florida
$2.93M +$19.6K +404 +0.7%
TA
38
Teton Advisors
New York
$2.76M -$243K -5,020 -9%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$2.43M -$301K -6,218 -12%
NERM
40
New England Research & Management
Illinois
$2.23M -$53.3K -1,100 -2%
Bank of America
41
Bank of America
North Carolina
$2.22M +$156K +3,219 +8%
Barclays
42
Barclays
United Kingdom
$2.09M +$561K +11,565 +40%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.83M +$29.1K +600 +2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$1.81M -$156K -3,222 -8%
PPA
45
Parametric Portfolio Associates
Washington
$1.66M -$42.4K -875 -3%
Invesco
46
Invesco
Georgia
$1.43M +$232K +4,776 +21%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.36M -$71.3K -1,470 -5%
Ameriprise
48
Ameriprise
Minnesota
$1.34M
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.33M
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.27M

WASH Hedge Fund Activity: Q1 2021 in Review

137 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q1 2021, worth a combined $652M — up 17% from $558M a quarter earlier.

Fund positioning in WASH was balanced in Q1 2021: 16 funds opened new positions, 16 closed out, 46 added to existing stakes and 43 trimmed.

The largest buyer was Haverford Trust Company, opening a new position worth an estimated $5.63M. The largest seller was Principal Financial Group, cutting an estimated $9.57M.

  • 137 institutional investors held Washington Trust Bancorp (WASH) as of Q1 2021, down from 138 in Q4 2020.
  • Funds reported $652M of Washington Trust Bancorp stock for Q1 2021, up 17% quarter-over-quarter.
  • 16 funds opened new Washington Trust Bancorp positions in Q1 2021 and 16 closed out, a net change of 0 holders.
  • The largest Washington Trust Bancorp buyer in Q1 2021 was Haverford Trust Company, an estimated $5.63M added.
  • The largest Washington Trust Bancorp seller in Q1 2021 was Principal Financial Group, an estimated $9.57M sold.

Based on aggregated 13F filings for Q1 2021.