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Washington Trust Bancorp

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: 11 (0)

6% less funds holding

Funds holding: 126118 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
76
Riggs Asset Management
Pennsylvania
$387K
Goldman Sachs
77
Goldman Sachs
New York
$333K -$486K -9,754 -60%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$305K -$165K -3,322 -36%
WCM
79
Wedge Capital Management
North Carolina
$300K
RJFSA
80
Raymond James Financial Services Advisors
Florida
$281K -$19.1K -384 -7%
Legal & General Group
81
Legal & General Group
United Kingdom
$267K +$74.7K +1,500 +41%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$239K
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$238K
AIA
84
Affinity Investment Advisors
California
$221K
HPC
85
HM Payson & Co
Maine
$203K +$196K +3,932 New
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$202K +$195K +3,915 New
SW
87
SVB Wealth
Massachusetts
$202K +$195K +3,920 New
RCM
88
RB Capital Management
Nevada
$200K +$194K +3,886 New
TRCT
89
Tower Research Capital (TRC)
New York
$139K +$127K +2,556 +1,826%
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$120K -$2.64K -53 -2%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$119K
ARMC
92
American Research & Management Company
Massachusetts
$111K
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$99.3K +$63.1K +1,266 +192%
Canada Life
94
Canada Life
Manitoba, Canada
$96K
CFG
95
Citizens Financial Group
Rhode Island
$89K
Citigroup
96
Citigroup
New York
$88K -$61.1K -1,226 -42%
WB
97
Webster Bank
Connecticut
$72K
AIP
98
Ameritas Investment Partners
Nebraska
$64K
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$46K -$20.7K -415 -32%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$45K +$13K +262 +43%

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.