We are live on ! Find out more
WASH icon

Washington Trust Bancorp

136 hedge funds and large institutions have $663M invested in Washington Trust Bancorp in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 42

3% more capital invested

Capital invested by funds: $645M → $663M (+$17.5M)

0.42% less ownership

Funds ownership: 72.61%72.18% (-0.42%)

4% less funds holding

Funds holding: 142136 (-6)

24% less call options, than puts

Call options by funds: $402K | Put options by funds: $530K

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
45
Reduced
42
Closed
16
Calls
$402K
Puts
$530K
Net Calls
-$128K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$1.22M -$588K -11,504 -33%
SFP
52
Shepherd Financial Partners
Massachusetts
$1.14M +$15.1K +295 +1%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$1.09M -$5.11K -100 -0.5%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$1.08M -$117K -2,299 -10%
Ameriprise
55
Ameriprise
Minnesota
$1.08M -$299K -5,850 -22%
CAM
56
ClariVest Asset Management
California
$1.06M
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.06M +$137K +2,692 +15%
SIG
58
Sargent Investment Group
Maryland
$1.03M
DBG
59
De Burlo Group
Massachusetts
$1.02M -$105K -2,060 -10%
PPA
60
Parametric Portfolio Associates
Washington
$981K -$580K -11,352 -38%
RMC
61
Resources Management Corp
Connecticut
$930K
Osaic Holdings
62
Osaic Holdings
Arizona
$824K +$153 +3 +0%
Legal & General Group
63
Legal & General Group
United Kingdom
$781K +$174K +3,412 +30%
ECM
64
ExodusPoint Capital Management
New York
$773K -$393K -7,691 -35%
AllianceBernstein
65
AllianceBernstein
Tennessee
$768K -$51.1K -1,000 -6%
UBS AM
66
UBS AM
Illinois
$750K
CS
67
Credit Suisse
Switzerland
$747K +$118K +2,307 +20%
FT
68
Fiduciary Trust
Massachusetts
$706K
KFA
69
Krane Funds Advisors
New York
$704K -$146K -2,856 -18%
HFS
70
Hantz Financial Services
Michigan
$649K +$161K +3,148 +35%
PWP
71
Principle Wealth Partners
Connecticut
$631K +$7.76K +152 +1%
Deutsche Bank
72
Deutsche Bank
Germany
$594K -$14.7K -287 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
73
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$593K -$61.3K -1,200 -10%
SG Americas Securities
74
SG Americas Securities
New York
$584K +$563K +11,016 New
Goldman Sachs
75
Goldman Sachs
New York
$568K -$731K -14,309 -57%

WASH Hedge Fund Activity: Q3 2021 in Review

136 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2021, worth a combined $663M — up 2.7% from $645M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WASH and 11 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 45 added.

The largest buyer was Fidelity Investments, adding an estimated $18.9M. The largest seller was Haverford Trust Company, exiting entirely with an estimated $5.96M sold.

  • 136 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2021, down from 142 in Q2 2021.
  • Funds reported $663M of Washington Trust Bancorp stock for Q3 2021, up 2.7% quarter-over-quarter.
  • 11 funds opened new Washington Trust Bancorp positions in Q3 2021 and 16 closed out, a net change of -5 holders.
  • The largest Washington Trust Bancorp buyer in Q3 2021 was Fidelity Investments, an estimated $18.9M added.
  • The largest Washington Trust Bancorp seller in Q3 2021 was Haverford Trust Company, an estimated $5.96M sold.

Based on aggregated 13F filings for Q3 2021.