We are live on ! Find out more
WASH icon

Washington Trust Bancorp
WASH

118 hedge funds and large institutions have $499M invested in Washington Trust Bancorp in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

6% more capital invested

Capital invested by funds: $471M → $499M (+$27.9M)

0.61% more ownership

Funds ownership: 55.62% → 56.23% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 126 → 118 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
41
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$35.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.08M
3
Franklin Resources
Franklin Resources
California
+$4.41M
4
CIP
Champlain Investment Partners
Vermont
+$2.78M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.52M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$5.08M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.05M
3
BTW
Boston Trust Walden
Massachusetts
-$2.22M
4
HCM
Highbridge Capital Management
New York
-$766K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$530K
Name Holding Trade Value Shares
Change 		Change in
Stake
FT
51
Fiduciary Trust
Massachusetts
$931K -$9.71K -195 -1%
Wells Fargo
52
Wells Fargo
California
$914K +$8.72K +175 +1%
NFA
53
Nationwide Fund Advisors
Ohio
$892K -$85.6K -1,719 -9%
PP
54
PDT Partners
New York
$825K +$797K +16,000 New
Los Angeles Capital Management
55
Los Angeles Capital Management
California
$814K – – –
EFS
56
Essex Financial Services
Connecticut
$810K +$747 +15 +0.1%
N
57
Nuveen
North Carolina
$769K +$253K +5,074 +52%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$683K – – –
UBS Group
59
UBS Group
Switzerland
$674K -$123K -2,468 -16%
EWM
60
Evercore Wealth Management
New York
$663K – – –
PCM
61
Parsons Capital Management
Rhode Island
$660K – – –
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$571K – – –
ZCM
63
Zebra Capital Management
Connecticut
$560K -$12.9K -260 -2%
DBG
64
De Burlo Group
Massachusetts
$544K -$19.9K -400 -4%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$543K +$28K +562 +6%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$533K -$388K -7,800 -43%
AWCI
67
Alpine Woods Capital Investors
New York
$522K – – –
VRS
68
Virginia Retirement Systems
Virginia
$505K +$4.98K +100 +1%
CS
69
Credit Suisse
Switzerland
$503K -$210K -4,218 -30%
AIG
70
American International Group
New York
$480K +$6.92K +139 +2%
AA
71
ALPS Advisors
Colorado
$469K +$1.2K +24 +0.3%
Public Employees Retirement Association of Colorado
72
Public Employees Retirement Association of Colorado
Colorado
$464K – – –
PSUF
73
People's United Financial
Connecticut
$451K +$14.9K +300 +4%
Citadel Advisors
74
Citadel Advisors
Florida
$419K +$118K +2,377 +41%
BBHC
75
Brown Brothers Harriman & Co
New York
$397K – – –
1 2
3
4 5

WASH Hedge Fund Activity: Q2 2017 in Review

118 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q2 2017, worth a combined $499M — up 5.9% from $471M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WASH and 11 opened new positions — a net loss of 7 holders — while 36 trimmed existing stakes and 41 added.

The largest buyer was Principal Financial Group, adding an estimated $35.6M. The largest seller was Millennium Management, exiting entirely with an estimated $5.08M sold.

  • 118 institutional investors held Washington Trust Bancorp (WASH) as of Q2 2017, down from 126 in Q1 2017.
  • Funds reported $499M of Washington Trust Bancorp stock for Q2 2017, up 5.9% quarter-over-quarter.
  • 11 funds opened new Washington Trust Bancorp positions in Q2 2017 and 18 closed out, a net change of -7 holders.
  • The largest Washington Trust Bancorp buyer in Q2 2017 was Principal Financial Group, an estimated $35.6M added.
  • The largest Washington Trust Bancorp seller in Q2 2017 was Millennium Management, an estimated $5.08M sold.

Based on aggregated 13F filings for Q2 2017.