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Washington Trust Bancorp

129 hedge funds and large institutions have $294M invested in Washington Trust Bancorp in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more call options, than puts

Call options by funds: $92K | Put options by funds: $90K

1% less funds holding

Funds holding: 130129 (-1)

5% less capital invested

Capital invested by funds: $308M → $294M (-$14.7M)

3.8% less ownership

Funds ownership: 69.17%65.37% (-3.8%)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
42
Reduced
53
Closed
8
Calls
$92K
Puts
$90K
Net Calls
+$2K
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Change in
Stake
FP
26
Foundry Partners
Minnesota
$2M -$2.43K -85 -0.1%
ACA
27
Aptus Capital Advisors
Alabama
$1.71M -$380K -13,328 -17%
TI
28
Trexquant Investment
Connecticut
$1.64M -$25.1K -880 -1%
Barclays
29
Barclays
United Kingdom
$1.61M -$53.4K -1,869 -3%
Millennium Management
30
Millennium Management
New York
$1.49M -$2.7M -94,637 -63%
Bank of America
31
Bank of America
North Carolina
$1.33M -$1.23K -43 -0.1%
Two Sigma Investments
32
Two Sigma Investments
New York
$1.17M -$232K -8,130 -16%
Stifel Financial
33
Stifel Financial
Missouri
$1.07M +$264K +9,256 +30%
TA
34
Teton Advisors
New York
$1.06M -$2.06K -72 -0.2%
NERM
35
New England Research & Management
Illinois
$1.06M -$52.7K -1,845 -4%
Swiss National Bank
36
Swiss National Bank
Switzerland
$977K
LTAS
37
Linden Thomas Advisory Services
North Carolina
$954K -$4.2K -147 -0.4%
Invesco
38
Invesco
Georgia
$911K +$6.25K +219 +0.6%
EF
39
Empowered Funds
Pennsylvania
$881K +$76.7K +2,686 +9%
RJA
40
Raymond James & Associates
Florida
$868K
Ameriprise
41
Ameriprise
Minnesota
$832K +$313K +10,965 +53%
UBS AM
42
UBS AM
Illinois
$796K +$290K +10,142 +51%
KPWS
43
Kestra Private Wealth Services
Texas
$737K +$216K +7,562 +37%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$715K +$2.6K +91 +0.3%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$714K -$48K -1,681 -6%
UBS Group
46
UBS Group
Switzerland
$574K +$190K +6,647 +44%
CS
47
Credit Suisse
Switzerland
$567K +$30.8K +1,080 +5%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$561K +$608K +21,300 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$542K +$20.4K +715 +4%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$537K -$329K -11,529 -36%

WASH Hedge Fund Activity: Q3 2023 in Review

129 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2023, worth a combined $294M — down 4.8% from $308M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WASH positions and 8 closed out — a net gain of 1 holder — while 42 added to existing stakes and 53 trimmed.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $4.46M. The largest seller was Bank of Montreal, cutting an estimated $5.19M.

  • 129 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2023, down from 130 in Q2 2023.
  • Funds reported $294M of Washington Trust Bancorp stock for Q3 2023, down 4.8% quarter-over-quarter.
  • 9 funds opened new Washington Trust Bancorp positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest Washington Trust Bancorp buyer in Q3 2023 was AQR Capital Management, an estimated $4.46M added.
  • The largest Washington Trust Bancorp seller in Q3 2023 was Bank of Montreal, an estimated $5.19M sold.

Based on aggregated 13F filings for Q3 2023.