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Washington Trust Bancorp

118 hedge funds and large institutions have $499M invested in Washington Trust Bancorp in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

6% more capital invested

Capital invested by funds: $471M → $499M (+$27.9M)

0.61% more ownership

Funds ownership: 55.62%56.23% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 126118 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
41
Reduced
36
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Advisor Group
Arizona
$31K -$8.96K -180 -23%
Creative Planning
102
Creative Planning
Kansas
$26K +$14.9K +300 +145%
PCP
103
Proficio Capital Partners
Massachusetts
$20K
TSW
104
Thompson Siegel & Walmsley
Virginia
$15K
Bessemer Group
105
Bessemer Group
New Jersey
$15K +$14.1K +284 New
LWCFA
106
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
SEI Investments
107
SEI Investments
Pennsylvania
$9K +$2.54K +51 +36%
CG
108
Cutler Group
California
$7K -$21.3K -428 -74%
WAM
109
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.54K +51 New
SPIA
110
Steward Partners Investment Advisory
New York
$2K
ASN
111
Advisory Services Network
Georgia
$2K +$598 +12 +46%
BTIS
112
BB&T Investment Services
North Carolina
$2K +$1.94K +39 New
WA
113
Winfield Associates
Ohio
$2K +$2.39K +48 New
Barclays
114
Barclays
United Kingdom
$1K -$13.1K -264 -96%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$1K -$1.15K -23 -68%
US Bancorp
116
US Bancorp
Minnesota
$1K
UBS AM
117
UBS AM
Illinois
$979 +$946 +19 New
Millennium Management
118
Millennium Management
New York
-$5.08M -103,060 Closed
HCM
119
Highbridge Capital Management
New York
-$766K -15,548 Closed
Walleye Trading
120
Walleye Trading
New York
-$417 -8,457 Closed
DTL
121
Dynamic Technology Lab
Singapore
-$388K -7,889 Closed
BC
122
Brinker Capital
Pennsylvania
-$351K -7,083 Closed
TI
123
Trexquant Investment
Connecticut
-$346K -7,016 Closed
Two Sigma Investments
124
Two Sigma Investments
New York
-$334K -6,772 Closed
BTS
125
BB&T Securities
Virginia
-$285K -5,780 Closed

WASH Hedge Fund Activity: Q2 2017 in Review

118 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q2 2017, worth a combined $499M — up 5.9% from $471M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WASH and 11 opened new positions — a net loss of 7 holders — while 36 trimmed existing stakes and 41 added.

The largest buyer was Principal Financial Group, adding an estimated $35.6M. The largest seller was Millennium Management, exiting entirely with an estimated $5.08M sold.

  • 118 institutional investors held Washington Trust Bancorp (WASH) as of Q2 2017, down from 126 in Q1 2017.
  • Funds reported $499M of Washington Trust Bancorp stock for Q2 2017, up 5.9% quarter-over-quarter.
  • 11 funds opened new Washington Trust Bancorp positions in Q2 2017 and 18 closed out, a net change of -7 holders.
  • The largest Washington Trust Bancorp buyer in Q2 2017 was Principal Financial Group, an estimated $35.6M added.
  • The largest Washington Trust Bancorp seller in Q2 2017 was Millennium Management, an estimated $5.08M sold.

Based on aggregated 13F filings for Q2 2017.