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Washington Trust Bancorp
WASH

114 hedge funds and large institutions have $366M invested in Washington Trust Bancorp in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

6% more capital invested

Capital invested by funds: $345M → $366M (+$21.8M)

5% more funds holding

Funds holding: 109 → 114 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
36
Reduced
39
Closed
5
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$11.4M
2
EWM
Endurance Wealth Management
Rhode Island
+$2.19M
3
BFA
BlackRock Fund Advisors
California
+$1.2M
4
EAM
Edge Asset Management
Washington
+$1.18M
5
Victory Capital Management
Victory Capital Management
Texas
+$848K

Top Sellers

1
HCM
Hilton Capital Management
New York
-$4.36M
2
PI
Putnam Investments
Massachusetts
-$2.44M
3
Deutsche Bank
Deutsche Bank
Germany
-$1.96M
4
CIP
Champlain Investment Partners
Vermont
-$1.94M
5
Bank of America
Bank of America
North Carolina
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$18K +$1.77K +44 +11%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$16K – – –
PCP
103
Proficio Capital Partners
Massachusetts
$15K -$2.61K -65 -15%
Barclays
104
Barclays
United Kingdom
$15K +$15.3K +382 New
TSW
105
Thompson Siegel & Walmsley
Virginia
$12K – – –
AG
106
Advisor Group
Arizona
$11K – – –
Creative Planning
107
Creative Planning
Kansas
$8K – – –
LWCFA
108
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
AIM
109
Advantage Investment Management
Iowa
$8K +$8.03K +200 New
CG
110
Cutler Group
California
$8K +$8.03K +200 New
SEI Investments
111
SEI Investments
Pennsylvania
$5K +$4.09K +102 +785%
TCIM
112
TIAA CREF Investment Management
New York
$2.58K -$8.83K -220 -0.3%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$419 – – –
Millennium Management
114
Millennium Management
New York
– -$383K -10,108 Closed
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
– -$76K -2,014 Closed
AIM
116
Acrospire Investment Management
Illinois
– -$11K -285 Closed
US Bancorp
117
US Bancorp
Minnesota
– -$1K -32 Closed
1 2 3 4
5

WASH Hedge Fund Activity: Q3 2016 in Review

114 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2016, worth a combined $366M — up 6.3% from $345M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WASH positions and 5 closed out — a net gain of 6 holders — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $11.4M. The largest seller was Hilton Capital Management, cutting an estimated $4.36M.

  • 114 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2016, up from 109 in Q2 2016.
  • Funds reported $366M of Washington Trust Bancorp stock for Q3 2016, up 6.3% quarter-over-quarter.
  • 11 funds opened new Washington Trust Bancorp positions in Q3 2016 and 5 closed out, a net change of +6 holders.
  • The largest Washington Trust Bancorp buyer in Q3 2016 was Franklin Resources, an estimated $11.4M added.
  • The largest Washington Trust Bancorp seller in Q3 2016 was Hilton Capital Management, an estimated $4.36M sold.

Based on aggregated 13F filings for Q3 2016.