We are live on ! Find out more
WASH icon

Washington Trust Bancorp

142 hedge funds and large institutions have $645M invested in Washington Trust Bancorp in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

20% more call options, than puts

Call options by funds: $703K | Put options by funds: $585K

4% more funds holding

Funds holding: 137142 (+5)

0.5% less ownership

Funds ownership: 73.11%72.61% (-0.5%)

1% less capital invested

Capital invested by funds: $652M → $645M (-$6.84M)

34% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 59

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
39
Reduced
59
Closed
5
Calls
$703K
Puts
$585K
Net Calls
+$118K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
RCYC
26
Richard C. Young & Co
Rhode Island
$5.05M +$336K +6,376 +7%
EWM
27
Endurance Wealth Management
Rhode Island
$4.9M -$88.9K -1,688 -2%
Morgan Stanley
28
Morgan Stanley
New York
$4.8M -$1.23M -23,328 -20%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$4.8M +$464K +8,800 +10%
N
30
Nuveen
North Carolina
$4.36M -$832K -15,790 -16%
FP
31
Foundry Partners
Minnesota
$4.33M -$794K -15,078 -15%
WC
32
Walthausen & Co
New York
$4.02M +$871K +16,530 +27%
RJA
33
Raymond James & Associates
Florida
$3.58M -$837K -15,889 -19%
TA
34
Teton Advisors
New York
$2.75M
DIA
35
Dean Investment Associates
Ohio
$2.5M -$1.54M -29,158 -37%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$2.41M
State of New Jersey Common Pension Fund D
37
State of New Jersey Common Pension Fund D
New Jersey
$2.4M +$2.47M +46,823 New
NERM
38
New England Research & Management
Illinois
$2.22M -$4K -76 -0.2%
Boston Partners
39
Boston Partners
Massachusetts
$1.97M -$1.2M -22,783 -37%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.96M +$137K +2,600 +7%
Barclays
41
Barclays
United Kingdom
$1.77M -$319K -6,056 -15%
Citadel Advisors
42
Citadel Advisors
Florida
$1.77M -$1.17M -22,238 -39%
DCM
43
Dean Capital Management
Kansas
$1.64M -$2.03M -38,593 -55%
American Century Companies
44
American Century Companies
Missouri
$1.63M +$421K +7,984 +33%
Invesco
45
Invesco
Georgia
$1.54M +$119K +2,262 +8%
Bank of America
46
Bank of America
North Carolina
$1.54M -$684K -12,982 -30%
PPA
47
Parametric Portfolio Associates
Washington
$1.53M -$117K -2,217 -7%
CT
48
Coastline Trust
Rhode Island
$1.45M +$265K +5,030 +22%
Ameriprise
49
Ameriprise
Minnesota
$1.34M +$14.3K +271 +1%
ACA
50
Aptus Capital Advisors
Alabama
$1.32M +$203K +3,850 +18%

WASH Hedge Fund Activity: Q2 2021 in Review

142 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q2 2021, worth a combined $645M — down 1% from $652M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WASH positions and 5 closed out — a net gain of 5 holders — while 39 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.6M. The largest seller was Russell Investments Group, cutting an estimated $6.5M.

  • 142 institutional investors held Washington Trust Bancorp (WASH) as of Q2 2021, up from 137 in Q1 2021.
  • Funds reported $645M of Washington Trust Bancorp stock for Q2 2021, down 1% quarter-over-quarter.
  • 10 funds opened new Washington Trust Bancorp positions in Q2 2021 and 5 closed out, a net change of +5 holders.
  • The largest Washington Trust Bancorp buyer in Q2 2021 was Fidelity Investments, an estimated $29.6M added.
  • The largest Washington Trust Bancorp seller in Q2 2021 was Russell Investments Group, an estimated $6.5M sold.

Based on aggregated 13F filings for Q2 2021.