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Washington Trust Bancorp

129 hedge funds and large institutions have $294M invested in Washington Trust Bancorp in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more call options, than puts

Call options by funds: $92K | Put options by funds: $90K

1% less funds holding

Funds holding: 130129 (-1)

5% less capital invested

Capital invested by funds: $308M → $294M (-$14.7M)

3.8% less ownership

Funds ownership: 69.17%65.37% (-3.8%)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
42
Reduced
53
Closed
8
Calls
$92K
Puts
$90K
Net Calls
+$2K
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Change in
Stake
NEPPG
76
New England Professional Planning Group
Rhode Island
$243K -$9.65K -338 -4%
RPCONE
77
Retirement Planning Company of New England
Rhode Island
$240K +$261K +9,132 New
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$240K +$24.4K +856 +10%
Wells Fargo
79
Wells Fargo
California
$239K -$54.6K -1,912 -17%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$238K +$57 +2 +0%
Public Employees Retirement Association of Colorado
81
Public Employees Retirement Association of Colorado
Colorado
$237K
MIM
82
MetLife Investment Management
New Jersey
$231K
AIG
83
American International Group
New York
$222K +$8.56K +300 +4%
Citigroup
84
Citigroup
New York
$219K -$379K -13,274 -61%
IA
85
IFG Advisory
Georgia
$213K +$231K +8,105 New
CWM
86
Connecticut Wealth Management
Connecticut
$212K
OQS
87
Occudo Quantitative Strategies
Florida
$211K -$58.8K -2,059 -20%
BLC
88
Brown, Lisle/Cummings
Rhode Island
$203K +$10.7K +375 +5%
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$202K +$57 +2 +0%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$202K +$5.39K +189 +3%
EC
91
Elequin Capital
New York
$175K -$9.42K -330 -5%
QCG
92
Quadrant Capital Group
Ohio
$170K -$14.1K -494 -7%
S
93
SignatureFD
Georgia
$168K -$10.1K -355 -5%
RAM
94
Riggs Asset Management
Pennsylvania
$149K
TRCT
95
Tower Research Capital (TRC)
New York
$124K -$16.3K -571 -11%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$121K
Osaic Holdings
97
Osaic Holdings
Arizona
$108K -$42.2K -1,479 -26%
BC
98
Barrett & Company
Rhode Island
$106K +$31.3K +1,097 +38%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$92.5K -$31.8K -1,115 -24%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$74K +$6.94K +243 +10%

WASH Hedge Fund Activity: Q3 2023 in Review

129 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2023, worth a combined $294M — down 4.8% from $308M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WASH positions and 8 closed out — a net gain of 1 holder — while 42 added to existing stakes and 53 trimmed.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $4.46M. The largest seller was Bank of Montreal, cutting an estimated $5.19M.

  • 129 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2023, down from 130 in Q2 2023.
  • Funds reported $294M of Washington Trust Bancorp stock for Q3 2023, down 4.8% quarter-over-quarter.
  • 9 funds opened new Washington Trust Bancorp positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest Washington Trust Bancorp buyer in Q3 2023 was AQR Capital Management, an estimated $4.46M added.
  • The largest Washington Trust Bancorp seller in Q3 2023 was Bank of Montreal, an estimated $5.19M sold.

Based on aggregated 13F filings for Q3 2023.