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Washington Trust Bancorp
WASH

144 hedge funds and large institutions have $557M invested in Washington Trust Bancorp in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $481K | Put options by funds: $141K

42% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 38

1.2% more ownership

Funds ownership: 72.23% → 73.43% (+1.2%)

3% less capital invested

Capital invested by funds: $576M → $557M (-$19M)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 149 → 144 (-5)

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
54
Reduced
38
Closed
18
Calls
$481K
Puts
$141K
Net Calls
+$340K
Net Calls Change
+$336K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$4.08M
2
BlackRock
BlackRock
New York
+$3.83M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.39M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.7M
5
ProShare Advisors
ProShare Advisors
Maryland
+$1.34M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$3.58M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.62M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.18M
4
Norges Bank
Norges Bank
Norway
-$1.07M
5
State Street
State Street
Massachusetts
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$4.7M +$393K +8,168 +9%
RJA
27
Raymond James & Associates
Florida
$4.52M -$114K -2,363 -2%
FP
28
Foundry Partners
Minnesota
$4.37M -$2.89K -60 -0.1%
EWM
29
Endurance Wealth Management
Rhode Island
$4.36M – – –
Victory Capital Management
30
Victory Capital Management
Texas
$4.15M -$3.58M -74,381 -46%
Morgan Stanley
31
Morgan Stanley
New York
$3.27M +$946K +19,664 +40%
DIA
32
Dean Investment Associates
Ohio
$3.14M +$418K +8,699 +15%
Wells Fargo
33
Wells Fargo
California
$3.09M -$99.5K -2,069 -3%
ACA
34
Aptus Capital Advisors
Alabama
$2.95M +$321K +6,665 +12%
Goldman Sachs
35
Goldman Sachs
New York
$2.67M -$849K -17,660 -24%
N
36
Nuveen
North Carolina
$2.3M -$457K -9,491 -16%
State of New Jersey Common Pension Fund D
37
State of New Jersey Common Pension Fund D
New Jersey
$2.16M – – –
Bank of America
38
Bank of America
North Carolina
$2.09M +$1.18M +24,627 +125%
SWA
39
Stratos Wealth Advisors
Ohio
$2.07M +$318K +6,615 +18%
TA
40
Teton Advisors
New York
$2.07M – – –
NERM
41
New England Research & Management
Illinois
$2.03M -$24K -500 -1%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.95M +$19.2K +400 +1%
Invesco
43
Invesco
Georgia
$1.9M +$198K +4,108 +11%
VIM
44
VELA Investment Management
Ohio
$1.56M +$107K +2,226 +7%
Boston Partners
45
Boston Partners
Massachusetts
$1.33M -$6.49K -135 -0.5%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$1.26M +$5.92K +123 +0.5%
DCM
47
Dean Capital Management
Kansas
$1.25M +$111K +2,302 +10%
LCM
48
Legato Capital Management
California
$1.25M +$1.27M +26,447 New
SFP
49
Shepherd Financial Partners
Massachusetts
$1.11M +$16.8K +350 +2%
LTAS
50
Linden Thomas Advisory Services
North Carolina
$1.07M +$1.09M +22,732 New
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WASH Hedge Fund Activity: Q4 2022 in Review

144 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2022, worth a combined $557M — down 3.3% from $576M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WASH and 17 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 54 added.

The largest buyer was Millennium Management, adding an estimated $4.08M. The largest seller was Victory Capital Management, cutting an estimated $3.58M.

  • 144 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2022, down from 149 in Q3 2022.
  • Funds reported $557M of Washington Trust Bancorp stock for Q4 2022, down 3.3% quarter-over-quarter.
  • 17 funds opened new Washington Trust Bancorp positions in Q4 2022 and 18 closed out, a net change of -1 holder.
  • The largest Washington Trust Bancorp buyer in Q4 2022 was Millennium Management, an estimated $4.08M added.
  • The largest Washington Trust Bancorp seller in Q4 2022 was Victory Capital Management, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2022.