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Washington Trust Bancorp
WASH

91 hedge funds and large institutions have $261M invested in Washington Trust Bancorp in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

8% more capital invested

Capital invested by funds: $243M → $261M (+$18.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 96 → 91 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
36
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EAM
Edge Asset Management
Washington
+$7.71M
2
BFA
BlackRock Fund Advisors
California
+$1.35M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.15M
4
Principal Financial Group
Principal Financial Group
Iowa
+$967K
5
Northern Trust
Northern Trust
Illinois
+$493K

Top Sellers

1
BFS
Bradley Foster & Sargent
Connecticut
-$2.84M
2
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$1.44M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$768K
4
Two Sigma Investments
Two Sigma Investments
New York
-$488K
5
CIC
Cornercap Investment Counsel
Georgia
-$478K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$436K -$5.94K -190 -1%
ZCM
52
Zebra Capital Management
Connecticut
$407K +$17.8K +568 +5%
PCM
53
Parsons Capital Management
Rhode Island
$398K – – –
CAM
54
ClariVest Asset Management
California
$389K – – –
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$384K – – –
VOYA Investment Management
56
VOYA Investment Management
Georgia
$371K – – –
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$364K -$31 -1 -0%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$342K – – –
AIG
59
American International Group
New York
$305K -$6.69K -214 -2%
MAM
60
Martingale Asset Management
Massachusetts
$294K +$43.8K +1,402 +18%
ProShare Advisors
61
ProShare Advisors
Maryland
$289K -$3K -96 -1%
BA
62
BlackRock Advisors
Delaware
$278K +$3.22K +103 +1%
DT
63
Diversified Trust
Tennessee
$275K -$4.69K -150 -2%
Swiss National Bank
64
Swiss National Bank
Switzerland
$264K -$25K -800 -9%
Los Angeles Capital Management
65
Los Angeles Capital Management
California
$255K – – –
ACA
66
Anchor Capital Advisors
Massachusetts
$251K +$250K +8,000 New
SAM
67
Shell Asset Management
Netherlands
$232K – – –
Jacobs Levy Equity Management
68
Jacobs Levy Equity Management
New Jersey
$213K +$211K +6,765 New
MCM
69
Murphy Capital Management
New Jersey
$209K +$208K +6,654 New
SM
70
Stratton Management
Pennsylvania
$204K +$203K +6,480 New
U
71
UBS
Switzerland
$189K +$12.6K +404 +7%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$179K -$5K -160 -3%
LFR
73
Lehman Financial Resources
Pennsylvania
$138K – – –
BPBT
74
Boston Private Bank & Trust
Massachusetts
$133K – – –
Citigroup
75
Citigroup
New York
$124K -$115K -3,664 -48%
1 2
3
4

WASH Hedge Fund Activity: Q3 2013 in Review

91 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2013, worth a combined $261M — up 7.7% from $243M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of WASH and 5 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 36 added.

The largest buyer was Edge Asset Management, adding an estimated $7.71M. The largest seller was Bradley Foster & Sargent, exiting entirely with an estimated $2.84M sold.

  • 91 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2013, down from 96 in Q2 2013.
  • Funds reported $261M of Washington Trust Bancorp stock for Q3 2013, up 7.7% quarter-over-quarter.
  • 5 funds opened new Washington Trust Bancorp positions in Q3 2013 and 9 closed out, a net change of -4 holders.
  • The largest Washington Trust Bancorp buyer in Q3 2013 was Edge Asset Management, an estimated $7.71M added.
  • The largest Washington Trust Bancorp seller in Q3 2013 was Bradley Foster & Sargent, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2013.