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Washington Trust Bancorp
WASH

128 hedge funds and large institutions have $371M invested in Washington Trust Bancorp in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

990% more call options, than puts

Call options by funds: $534K | Put options by funds: $49K

26% more capital invested

Capital invested by funds: $294M → $371M (+$77.2M)

1.8% more ownership

Funds ownership: 65.37% → 67.18% (+1.8%)

1% less funds holding

Funds holding: 129 → 128 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
38
Reduced
50
Closed
17
Calls
$534K
Puts
$49K
Net Calls
+$485K
Net Calls Change
+$483K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$6.59M
2
Morgan Stanley
Morgan Stanley
New York
+$4.9M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.88M
4
DMC
Drexel Morgan & Co
Pennsylvania
+$844K
5
American Century Companies
American Century Companies
Missouri
+$816K

Top Sellers

Rank Fund Capital Flow
1
TAM
Third Avenue Management
New York
-$2.61M
2
FP
Foundry Partners
Minnesota
-$2M
3
Millennium Management
Millennium Management
New York
-$1.21M
4
Stifel Financial
Stifel Financial
Missouri
-$1.07M
5
TI
Trexquant Investment
Connecticut
-$969K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$2.28M -$172K -6,300 -8%
ACA
27
Aptus Capital Advisors
Alabama
$2.08M -$19.4K -714 -1%
Barclays
28
Barclays
United Kingdom
$1.91M -$59.9K -2,202 -4%
NC
29
Napatree Capital
Rhode Island
$1.81M +$1.52M +55,999 New
Bank of America
30
Bank of America
North Carolina
$1.76M +$107K +3,929 +8%
TA
31
Teton Advisors
New York
$1.31M – – –
NERM
32
New England Research & Management
Illinois
$1.3M – – –
Ameriprise
33
Ameriprise
Minnesota
$1.22M +$165K +6,070 +19%
EF
34
Empowered Funds
Pennsylvania
$1.19M +$88.9K +3,264 +10%
LTAS
35
Linden Thomas Advisory Services
North Carolina
$1.14M -$23.7K -871 -2%
UBS Group
36
UBS Group
Switzerland
$1.11M +$342K +12,567 +58%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.09M -$95.3K -3,500 -9%
RJA
38
Raymond James & Associates
Florida
$1.03M -$28.2K -1,035 -3%
Creative Planning
39
Creative Planning
Kansas
$1M +$404K +14,829 +92%
UBS AM
40
UBS AM
Illinois
$978K – – –
KPWS
41
Kestra Private Wealth Services
Texas
$954K +$40.2K +1,477 +5%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$881K +$844 +31 +0.1%
TI
43
Trexquant Investment
Connecticut
$870K -$969K -35,589 -57%
AF
44
Apexium Financial
Texas
$810K +$681K +25,000 New
Rafferty Asset Management
45
Rafferty Asset Management
New York
$758K +$145K +5,343 +30%
JP Morgan Chase
46
JP Morgan Chase
New York
$743K +$299K +10,990 +92%
Two Sigma Investments
47
Two Sigma Investments
New York
$683K -$631K -23,165 -52%
CS
48
Credit Suisse
Switzerland
$652K -$37.7K -1,386 -6%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$651K -$13.1K -482 -2%
AllianceBernstein
50
AllianceBernstein
Tennessee
$616K +$48.7K +1,790 +10%
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WASH Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2023, worth a combined $371M — up 26% from $294M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WASH and 16 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 38 added.

The largest buyer was Invesco, adding an estimated $6.59M. The largest seller was Third Avenue Management, cutting an estimated $2.61M.

  • 128 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2023, down from 129 in Q3 2023.
  • Funds reported $371M of Washington Trust Bancorp stock for Q4 2023, up 26% quarter-over-quarter.
  • 16 funds opened new Washington Trust Bancorp positions in Q4 2023 and 17 closed out, a net change of -1 holder.
  • The largest Washington Trust Bancorp buyer in Q4 2023 was Invesco, an estimated $6.59M added.
  • The largest Washington Trust Bancorp seller in Q4 2023 was Third Avenue Management, an estimated $2.61M sold.

Based on aggregated 13F filings for Q4 2023.