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Washington Trust Bancorp

118 hedge funds and large institutions have $304M invested in Washington Trust Bancorp in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $489K | Put options by funds: $159K

0.8% less ownership

Funds ownership: 67.18%66.37% (-0.8%)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

8% less funds holding

Funds holding: 128118 (-10)

18% less capital invested

Capital invested by funds: $371M → $304M (-$66.7M)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
118
Holders Change
-10
Holders Change %
-7.81%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
41
Reduced
43
Closed
19
Calls
$489K
Puts
$159K
Net Calls
+$330K
Net Calls Change
-$155K
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
76
American International Group
New York
$224K -$1.95K -71 -0.8%
EWA
77
EP Wealth Advisors
California
$215K +$165 +6 +0.1%
SFP
78
Shepherd Financial Partners
Massachusetts
$208K +$12K +438 +6%
Wells Fargo
79
Wells Fargo
California
$207K -$1.32K -48 -0.6%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$205K +$27 +1 +0%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$184K -$137 -5 -0.1%
RA
82
Ransom Advisory
Rhode Island
$163K +$166K +6,050 New
RAM
83
Riggs Asset Management
Pennsylvania
$148K -$4.12K -150 -3%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$130K -$186K -6,775 -58%
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$124K
S
86
SignatureFD
Georgia
$117K -$8.18K -298 -6%
BC
87
Barrett & Company
Rhode Island
$107K -$906 -33 -0.8%
Osaic Holdings
88
Osaic Holdings
Arizona
$85.5K -$2.17K -79 -2%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$65K -$6.78K -247 -9%
Canada Life
90
Canada Life
Manitoba, Canada
$52K -$1.43K -52 -3%
AIP
91
Ameritas Investment Partners
Nebraska
$44.9K
BWP
92
Baldwin Wealth Partners
Massachusetts
$44.6K
EC
93
EntryPoint Capital
New York
$42.6K +$20.1K +734 +86%
PA
94
Parallel Advisors
California
$34.7K +$29.3K +1,069 +482%
CH
95
Canton Hathaway
Rhode Island
$34K
US Bancorp
96
US Bancorp
Minnesota
$29.2K -$7.71K -281 -21%
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$26.2K
RA
98
Rise Advisors
New York
$24.5K +$25K +911 New
AB
99
Amalgamated Bank
New York
$16K -$24.9K -906 -61%
TRCT
100
Tower Research Capital (TRC)
New York
$14.1K -$94.8K -3,455 -87%

WASH Hedge Fund Activity: Q1 2024 in Review

118 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q1 2024, worth a combined $304M — down 18% from $371M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WASH and 9 opened new positions — a net loss of 10 holders — while 43 trimmed existing stakes and 41 added.

The largest buyer was Invesco, adding an estimated $2.86M. The largest seller was Morgan Stanley, cutting an estimated $4.96M.

  • 118 institutional investors held Washington Trust Bancorp (WASH) as of Q1 2024, down from 128 in Q4 2023.
  • Funds reported $304M of Washington Trust Bancorp stock for Q1 2024, down 18% quarter-over-quarter.
  • 9 funds opened new Washington Trust Bancorp positions in Q1 2024 and 19 closed out, a net change of -10 holders.
  • The largest Washington Trust Bancorp buyer in Q1 2024 was Invesco, an estimated $2.86M added.
  • The largest Washington Trust Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $4.96M sold.

Based on aggregated 13F filings for Q1 2024.