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Washington Trust Bancorp

90 hedge funds and large institutions have $316M invested in Washington Trust Bancorp in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $332M → $316M (-$15.3M)

2% less funds holding

Funds holding: 9290 (-2)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
28
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
51
Essex Financial Services
Connecticut
$510K +$759 +20 +0.1%
PCM
52
Parsons Capital Management
Rhode Island
$495K +$11.4K +300 +2%
NFA
53
Nationwide Fund Advisors
Ohio
$490K -$15.9K -418 -3%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$451K
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$448K
DBG
56
De Burlo Group
Massachusetts
$445K -$6.9K -182 -2%
BG
57
BlackRock Group
United Kingdom
$394K +$52.5K +1,384 +16%
CS
58
Credit Suisse
Switzerland
$392K +$99.4K +2,622 +34%
EWM
59
Evercore Wealth Management
New York
$382K
BA
60
BlackRock Advisors
Delaware
$359K +$53.2K +1,403 +18%
AIG
61
American International Group
New York
$353K
ZCM
62
Zebra Capital Management
Connecticut
$300K -$647K -17,071 -68%
Wells Fargo
63
Wells Fargo
California
$290K -$22.6K -595 -7%
TD Asset Management
64
TD Asset Management
Ontario, Canada
$283K +$3.79K +100 +1%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$259K
Stifel Financial
66
Stifel Financial
Missouri
$248K +$247K +6,500 New
SM
67
Stratton Management
Pennsylvania
$247K
UBS AM
68
UBS AM
Illinois
$206K
UBS Group
69
UBS Group
Switzerland
$200K -$51.5K -1,358 -21%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$198K -$9.82K -259 -5%
PSUF
71
People's United Financial
Connecticut
$153K
Citigroup
72
Citigroup
New York
$152K -$122K -3,204 -45%
BPBT
73
Boston Private Bank & Trust
Massachusetts
$150K
RFC
74
Russell Frank Company
Washington
$150K +$131K +3,446 +732%
Legal & General Group
75
Legal & General Group
United Kingdom
$102K +$25.1K +662 +33%

WASH Hedge Fund Activity: Q1 2015 in Review

90 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q1 2015, worth a combined $316M — down 4.6% from $332M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WASH and 6 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 28 added.

The largest buyer was Edge Asset Management, adding an estimated $9.53M. The largest seller was Principal Financial Group, exiting entirely with an estimated $8.51M sold.

  • 90 institutional investors held Washington Trust Bancorp (WASH) as of Q1 2015, down from 92 in Q4 2014.
  • Funds reported $316M of Washington Trust Bancorp stock for Q1 2015, down 4.6% quarter-over-quarter.
  • 6 funds opened new Washington Trust Bancorp positions in Q1 2015 and 8 closed out, a net change of -2 holders.
  • The largest Washington Trust Bancorp buyer in Q1 2015 was Edge Asset Management, an estimated $9.53M added.
  • The largest Washington Trust Bancorp seller in Q1 2015 was Principal Financial Group, an estimated $8.51M sold.

Based on aggregated 13F filings for Q1 2015.