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Washington Trust Bancorp
WASH

123 hedge funds and large institutions have $524M invested in Washington Trust Bancorp in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

54.62% more ownership

Funds ownership: 0% → 54.62% (+55%)

43% more capital invested

Capital invested by funds: $366M → $524M (+$158M)

8% more funds holding

Funds holding: 114 → 123 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

22% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 45

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $163K

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
35
Reduced
45
Closed
10
Calls
–
Puts
$163K
Net Calls
-$163K
Net Calls Change
-$165K

Top Buyers

1
BTW
Boston Trust Walden
Massachusetts
+$6.9M
2
Franklin Resources
Franklin Resources
California
+$3.66M
3
BFA
BlackRock Fund Advisors
California
+$3.65M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.66M
5
EAM
Edge Asset Management
Washington
+$2.52M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.62M
2
RRAM
River Road Asset Management
Kentucky
-$6.74M
3
LSV Asset Management
LSV Asset Management
Illinois
-$3.83M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.95M
5
HCM
Hilton Capital Management
New York
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Ativo Capital Management
Illinois
$1.18M -$216K -4,410 -17%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$1.13M -$42.7K -872 -4%
Wells Fargo
53
Wells Fargo
California
$1.12M -$29.8K -607 -3%
ZCM
54
Zebra Capital Management
Connecticut
$1.08M -$95.7K -1,953 -9%
UBS Group
55
UBS Group
Switzerland
$1.02M -$539 -11 -0.1%
FT
56
Fiduciary Trust
Massachusetts
$1.02M – – –
Citigroup
57
Citigroup
New York
$946K +$84.2K +1,717 +11%
PPA
58
Parametric Portfolio Associates
Washington
$912K -$399K -8,137 -33%
CS
59
Credit Suisse
Switzerland
$882K -$553K -11,277 -42%
Los Angeles Capital Management
60
Los Angeles Capital Management
California
$868K – – –
Deutsche Bank
61
Deutsche Bank
Germany
$851K +$45.9K +937 +7%
Goldman Sachs
62
Goldman Sachs
New York
$804K +$319K +6,503 +83%
EFS
63
Essex Financial Services
Connecticut
$784K +$21.4K +436 +3%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$742K – – –
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$722K +$631K +12,874 New
EWM
66
Evercore Wealth Management
New York
$720K -$25.2K -515 -4%
PCM
67
Parsons Capital Management
Rhode Island
$717K – – –
AQR Capital Management
68
AQR Capital Management
Connecticut
$705K +$234K +4,780 +61%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$620K -$13.5K -275 -2%
DBG
70
De Burlo Group
Massachusetts
$614K – – –
Public Employees Retirement Association of Colorado
71
Public Employees Retirement Association of Colorado
Colorado
$601K – – –
AWCI
72
Alpine Woods Capital Investors
New York
$567K -$750K -15,300 -60%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$559K -$21.3K -435 -4%
BG
74
BlackRock Group
United Kingdom
$493K +$47.4K +966 +12%
BHIA
75
Birch Hill Investment Advisors
Massachusetts
$482K +$421K +8,593 New
1 2
3
4 5

WASH Hedge Fund Activity: Q4 2016 in Review

123 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2016, worth a combined $524M — up 43% from $366M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WASH positions and 10 closed out — a net gain of 9 holders — while 35 added to existing stakes and 45 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $6.9M. The largest seller was Bank of New York Mellon, cutting an estimated $7.62M.

  • 123 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2016, up from 114 in Q3 2016.
  • Funds reported $524M of Washington Trust Bancorp stock for Q4 2016, up 43% quarter-over-quarter.
  • 19 funds opened new Washington Trust Bancorp positions in Q4 2016 and 10 closed out, a net change of +9 holders.
  • The largest Washington Trust Bancorp buyer in Q4 2016 was Boston Trust Walden, an estimated $6.9M added.
  • The largest Washington Trust Bancorp seller in Q4 2016 was Bank of New York Mellon, an estimated $7.62M sold.

Based on aggregated 13F filings for Q4 2016.