We are live on ! Find out more
WASH icon

Washington Trust Bancorp

145 hedge funds and large institutions have $684M invested in Washington Trust Bancorp in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

24% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 41

7% more funds holding

Funds holding: 136145 (+9)

3% more capital invested

Capital invested by funds: $663M → $684M (+$21.6M)

0.12% less ownership

Funds ownership: 72.18%72.07% (-0.12%)

Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
51
Reduced
41
Closed
8
Calls
$315K
Puts
Net Calls
+$315K
Net Calls Change
+$443K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Endurance Wealth Management
Rhode Island
$5.38M -$167 -3 -0%
FP
27
Foundry Partners
Minnesota
$4.52M -$152K -2,735 -3%
Wells Fargo
28
Wells Fargo
California
$4.22M -$348K -6,267 -8%
N
29
Nuveen
North Carolina
$3.63M -$340K -6,117 -8%
WC
30
Walthausen & Co
New York
$3.3M -$624K -11,225 -16%
TA
31
Teton Advisors
New York
$3.02M
DIA
32
Dean Investment Associates
Ohio
$2.83M -$101K -1,808 -3%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$2.78M -$123K -2,213 -4%
American Century Companies
34
American Century Companies
Missouri
$2.75M +$682K +12,266 +34%
Hotchkis & Wiley Capital Management
35
Hotchkis & Wiley Capital Management
California
$2.53M
Bank of America
36
Bank of America
North Carolina
$2.5M +$50.2K +903 +2%
NERM
37
New England Research & Management
Illinois
$2.43M -$5.56K -100 -0.2%
Morgan Stanley
38
Morgan Stanley
New York
$2.36M -$201K -3,620 -8%
Barclays
39
Barclays
United Kingdom
$2.25M +$163K +2,940 +8%
First Trust Advisors
40
First Trust Advisors
Illinois
$2.21M +$218K +3,926 +11%
ACA
41
Aptus Capital Advisors
Alabama
$2.17M +$409K +7,350 +24%
Swiss National Bank
42
Swiss National Bank
Switzerland
$2.15M
DCM
43
Dean Capital Management
Kansas
$1.91M +$14.8K +266 +0.8%
VIM
44
VELA Investment Management
Ohio
$1.82M +$1.79M +32,264 New
Boston Partners
45
Boston Partners
Massachusetts
$1.73M -$8.51K -153 -0.5%
Invesco
46
Invesco
Georgia
$1.72M -$97.3K -1,750 -5%
CT
47
Coastline Trust
Rhode Island
$1.65M +$6.67K +120 +0.4%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.35M +$28.4K +510 +2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.34M -$20.7K -372 -2%
SFP
50
Shepherd Financial Partners
Massachusetts
$1.25M +$46.2K +832 +4%

WASH Hedge Fund Activity: Q4 2021 in Review

145 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2021, worth a combined $684M — up 3.3% from $663M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WASH positions and 8 closed out — a net gain of 9 holders — while 51 added to existing stakes and 41 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.53M. The largest seller was State Street, cutting an estimated $3.57M.

  • 145 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2021, up from 136 in Q3 2021.
  • Funds reported $684M of Washington Trust Bancorp stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 17 funds opened new Washington Trust Bancorp positions in Q4 2021 and 8 closed out, a net change of +9 holders.
  • The largest Washington Trust Bancorp buyer in Q4 2021 was Fidelity Investments, an estimated $2.53M added.
  • The largest Washington Trust Bancorp seller in Q4 2021 was State Street, an estimated $3.57M sold.

Based on aggregated 13F filings for Q4 2021.