Washington Trust Bancorp
WASH
106 hedge funds and large institutions have $344M invested in Washington Trust Bancorp in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
5% more capital invested
Capital invested by funds: $327M → $344M (+$16.9M)
5% more funds holding
Funds holding: 101 → 106 (+5)
3% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.49M |
| 2 |
NERM
New England Research & Management
Chicago,
Illinois
|
+$2.4M |
| 3 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$1.4M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$809K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$711K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.92M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.56M |
| 3 |
Bank of New York Mellon
New York
|
-$1.15M |
| 4 |
Morgan Stanley
New York
|
-$753K |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$686K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWCFA
101
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $8K | – | – | – |
|
|
DA
102
Denali Advisors
San Diego,
California
| $4K | – | – | – |
|
|
GT
103
Glenmede Trust
Philadelphia,
Pennsylvania
| $2K | – | – | – |
|
104
US Bancorp
Minneapolis,
Minnesota
| $1K | +$1.26K | +32 | New |
|
105
Two Sigma Investments
New York
| – | -$593K | -15,415 | Closed |
|
|
BMCMI
106
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| – | -$369K | -9,589 | Closed |
|
|
NCCM
107
Nine Chapters Capital Management
Short Hills,
New Jersey
| – | -$215K | -5,600 | Closed |
|
|
LFR
108
Lehman Financial Resources
Media,
Pennsylvania
| – | -$76K | -2,000 | Closed |
|
|
CCMH
109
Cornerstone Capital Management Holdings
New York
| – | -$4K | -100 | Closed |
|
110
Barclays
London,
United Kingdom
| – | -$3K | -78 | Closed |
|
111
SEI Investments
Oaks,
Pennsylvania
| – | +$40 | +1 | New |
|
|
VCM
112
Versant Capital Management
Phoenix,
Arizona
| – | +$277 | +7 | New |
|
WASH Hedge Fund Activity: Q4 2015 in Review
106 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2015, worth a combined $344M — up 5.2% from $327M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WASH positions and 6 closed out — a net gain of 5 holders — while 33 added to existing stakes and 32 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $7.49M. The largest seller was Millennium Management, cutting an estimated $1.92M.
- 106 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2015, up from 101 in Q3 2015.
- Funds reported $344M of Washington Trust Bancorp stock for Q4 2015, up 5.2% quarter-over-quarter.
- 11 funds opened new Washington Trust Bancorp positions in Q4 2015 and 6 closed out, a net change of +5 holders.
- The largest Washington Trust Bancorp buyer in Q4 2015 was Commonwealth Equity Services, an estimated $7.49M added.
- The largest Washington Trust Bancorp seller in Q4 2015 was Millennium Management, an estimated $1.92M sold.
Based on aggregated 13F filings for Q4 2015.