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Washington Trust Bancorp
WASH

92 hedge funds and large institutions have $335M invested in Washington Trust Bancorp in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

6% more capital invested

Capital invested by funds: $316M → $335M (+$18.8M)

2% more funds holding

Funds holding: 90 → 92 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
33
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$10.8M
2
RRAM
River Road Asset Management
Kentucky
+$3.98M
3
CIP
Champlain Investment Partners
Vermont
+$2.64M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.48M
5
Deutsche Bank
Deutsche Bank
Germany
+$912K

Top Sellers

Rank Fund Capital Flow
1
EAM
Edge Asset Management
Washington
-$8.03M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.11M
3
BFA
BlackRock Fund Advisors
California
-$944K
4
Federated Hermes
Federated Hermes
Pennsylvania
-$622K
5
BIT
BlackRock Institutional Trust
California
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWCI
51
Alpine Woods Capital Investors
New York
$569K +$15.2K +400 +3%
Public Employees Retirement Association of Colorado
52
Public Employees Retirement Association of Colorado
Colorado
$548K – – –
PCM
53
Parsons Capital Management
Rhode Island
$511K – – –
EFS
54
Essex Financial Services
Connecticut
$477K -$48.6K -1,279 -10%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$466K – – –
NFA
56
Nationwide Fund Advisors
Ohio
$459K -$46.3K -1,217 -9%
DBG
57
De Burlo Group
Massachusetts
$440K -$19K -500 -4%
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$435K -$27K -710 -6%
CS
59
Credit Suisse
Switzerland
$403K -$2.09K -55 -0.5%
EWM
60
Evercore Wealth Management
New York
$395K – – –
RAM
61
Riggs Asset Management
Pennsylvania
$395K +$380K +10,000 New
Wells Fargo
62
Wells Fargo
California
$391K +$88K +2,315 +31%
BA
63
BlackRock Advisors
Delaware
$382K +$10.2K +268 +3%
AIG
64
American International Group
New York
$343K -$20.8K -548 -6%
BG
65
BlackRock Group
United Kingdom
$337K -$66.9K -1,759 -17%
ZCM
66
Zebra Capital Management
Connecticut
$333K +$22K +578 +7%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$292K – – –
BGIM
68
Brandywine Global Investment Management
Pennsylvania
$267K – – –
SM
69
Stratton Management
Pennsylvania
$228K -$26.6K -700 -11%
UBS AM
70
UBS AM
Illinois
$213K – – –
UBS Group
71
UBS Group
Switzerland
$209K +$1.6K +42 +0.8%
NEPPG
72
New England Professional Planning Group
Rhode Island
$206K +$197K +5,195 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$205K – – –
CCMH
74
Cornerstone Capital Management Holdings
New York
$182K +$175K +4,600 New
NEI
75
Northwest & Ethical Investments
Ontario, Canada
$165K +$159K +4,183 New
1 2
3
4

WASH Hedge Fund Activity: Q2 2015 in Review

92 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q2 2015, worth a combined $335M — up 5.9% from $316M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WASH positions and 4 closed out — a net gain of 3 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Principal Financial Group, opening a new position worth an estimated $10.8M. The largest seller was Edge Asset Management, cutting an estimated $8.03M.

  • 92 institutional investors held Washington Trust Bancorp (WASH) as of Q2 2015, up from 90 in Q1 2015.
  • Funds reported $335M of Washington Trust Bancorp stock for Q2 2015, up 5.9% quarter-over-quarter.
  • 7 funds opened new Washington Trust Bancorp positions in Q2 2015 and 4 closed out, a net change of +3 holders.
  • The largest Washington Trust Bancorp buyer in Q2 2015 was Principal Financial Group, an estimated $10.8M added.
  • The largest Washington Trust Bancorp seller in Q2 2015 was Edge Asset Management, an estimated $8.03M sold.

Based on aggregated 13F filings for Q2 2015.