We are live on ! Find out more
WASH icon

Washington Trust Bancorp

118 hedge funds and large institutions have $464M invested in Washington Trust Bancorp in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0.3% more ownership

Funds ownership: 72.72%73.02% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 125118 (-7)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

32% less capital invested

Capital invested by funds: $681M → $464M (-$217M)

Holders
118
Holders Change
-7
Holders Change %
-5.6%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
39
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
51
Sargent Investment Group
Maryland
$711K -$6.33K -140 -0.7%
Barclays
52
Barclays
United Kingdom
$679K +$143K +3,166 +21%
CPSC
53
Carl P. Sherr & Co
Massachusetts
$673K +$9.09K +201 +1%
UBS Group
54
UBS Group
Switzerland
$667K -$418K -9,243 -34%
PPA
55
Parametric Portfolio Associates
Washington
$641K -$256K -5,657 -24%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$598K -$1.45K -32 -0.2%
RMC
57
Resources Management Corp
Connecticut
$585K
FT
58
Fiduciary Trust
Massachusetts
$581K
Ameriprise
59
Ameriprise
Minnesota
$555K -$11.8K -260 -2%
GCP
60
GSA Capital Partners
United Kingdom
$526K +$651K +14,395 New
EWM
61
Evercore Wealth Management
New York
$470K
AG
62
Aperio Group
California
$450K +$254K +5,620 +84%
Citadel Advisors
63
Citadel Advisors
Florida
$444K +$549K +12,143 New
Osaic Holdings
64
Osaic Holdings
Arizona
$432K +$534K +11,807 New
Legal & General Group
65
Legal & General Group
United Kingdom
$420K +$138K +3,059 +36%
Prudential Financial
66
Prudential Financial
New Jersey
$402K -$230K -5,080 -32%
AWCI
67
Alpine Woods Capital Investors
New York
$397K -$18.1K -400 -4%
PWP
68
Principle Wealth Partners
Connecticut
$395K
Russell Investments Group
69
Russell Investments Group
United Kingdom
$390K +$286K +6,334 +146%
NEPPG
70
New England Professional Planning Group
Rhode Island
$389K -$12.1K -268 -2%
BIA
71
Barry Investment Advisors
Massachusetts
$375K
Two Sigma Advisers
72
Two Sigma Advisers
New York
$367K +$99.5K +2,200 +28%
BC
73
Brinker Capital
Pennsylvania
$355K +$15.7K +346 +4%
ACA
74
Aptus Capital Advisors
Alabama
$339K +$29.6K +654 +8%
Public Employees Retirement Association of Colorado
75
Public Employees Retirement Association of Colorado
Colorado
$329K

WASH Hedge Fund Activity: Q1 2020 in Review

118 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q1 2020, worth a combined $464M — down 32% from $681M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WASH and 12 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 39 added.

The largest buyer was Drexel Morgan & Co, opening a new position worth an estimated $5.25M. The largest seller was Bank of New York Mellon, cutting an estimated $9.55M.

  • 118 institutional investors held Washington Trust Bancorp (WASH) as of Q1 2020, down from 125 in Q4 2019.
  • Funds reported $464M of Washington Trust Bancorp stock for Q1 2020, down 32% quarter-over-quarter.
  • 12 funds opened new Washington Trust Bancorp positions in Q1 2020 and 17 closed out, a net change of -5 holders.
  • The largest Washington Trust Bancorp buyer in Q1 2020 was Drexel Morgan & Co, an estimated $5.25M added.
  • The largest Washington Trust Bancorp seller in Q1 2020 was Bank of New York Mellon, an estimated $9.55M sold.

Based on aggregated 13F filings for Q1 2020.