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Washington Trust Bancorp
WASH

149 hedge funds and large institutions have $576M invested in Washington Trust Bancorp in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

8% more funds holding

Funds holding: 138 → 149 (+11)

0.75% more ownership

Funds ownership: 71.48% → 72.23% (+0.75%)

4% less capital invested

Capital invested by funds: $600M → $576M (-$23.9M)

Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
51
Reduced
42
Closed
9
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$72K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.27M
2
Millennium Management
Millennium Management
New York
+$2.32M
3
Goldman Sachs
Goldman Sachs
New York
+$2.27M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.03M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.53M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$6.08M
2
Victory Capital Management
Victory Capital Management
Texas
-$4.86M
3
Morgan Stanley
Morgan Stanley
New York
-$1.74M
4
BlackRock
BlackRock
New York
-$1.58M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
76
MetLife Investment Management
New Jersey
$407K – – –
LDFR
77
Lehman & Derafelo Financial Resources
Pennsylvania
$407K – – –
BCI
78
Brinker Capital Investments
Pennsylvania
$395K -$4.8K -94 -1%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$381K +$11.3K +221 +3%
AIG
80
American International Group
New York
$377K +$1.48K +29 +0.4%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$374K -$10.5K -206 -3%
IA
82
IFG Advisory
Georgia
$366K – – –
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$361K +$47.5K +930 +14%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$359K +$44.8K +876 +13%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$356K -$22K -430 -5%
NEPPG
86
New England Professional Planning Group
Rhode Island
$354K +$665 +13 +0.2%
KTA
87
Keeley-Teton Advisors
Illinois
$353K – – –
VOYA Investment Management
88
VOYA Investment Management
Georgia
$329K – – –
Deutsche Bank
89
Deutsche Bank
Germany
$326K -$166K -3,244 -32%
Osaic Holdings
90
Osaic Holdings
Arizona
$324K -$59.7K -1,168 -14%
UBS Group
91
UBS Group
Switzerland
$311K -$2.81K -55 -0.8%
CWM
92
Connecticut Wealth Management
Connecticut
$307K – – –
HWAM
93
Hennion & Walsh Asset Management
New Jersey
$306K -$10.5K -206 -3%
First Trust Advisors
94
First Trust Advisors
Illinois
$303K -$1.37M -26,732 -80%
AF
95
Apexium Financial
Texas
$298K +$328K +6,411 New
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$295K +$324K +6,338 New
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$290K +$36.3K +711 +13%
RAM
98
Riggs Asset Management
Pennsylvania
$287K – – –
BIA
99
Barry Investment Advisors
Massachusetts
$284K – – –
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$282K +$310K +6,059 New
2 3
4
5 6

WASH Hedge Fund Activity: Q3 2022 in Review

149 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2022, worth a combined $576M — down 4% from $600M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WASH positions and 9 closed out — a net gain of 11 holders — while 51 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.27M. The largest seller was JP Morgan Chase, cutting an estimated $6.08M.

  • 149 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2022, up from 138 in Q2 2022.
  • Funds reported $576M of Washington Trust Bancorp stock for Q3 2022, down 4% quarter-over-quarter.
  • 20 funds opened new Washington Trust Bancorp positions in Q3 2022 and 9 closed out, a net change of +11 holders.
  • The largest Washington Trust Bancorp buyer in Q3 2022 was Fidelity Investments, an estimated $3.27M added.
  • The largest Washington Trust Bancorp seller in Q3 2022 was JP Morgan Chase, an estimated $6.08M sold.

Based on aggregated 13F filings for Q3 2022.