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Washington Trust Bancorp
WASH

131 hedge funds and large institutions have $524M invested in Washington Trust Bancorp in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

9% more funds holding

Funds holding: 120 → 131 (+11)

0.89% more ownership

Funds ownership: 56.45% → 57.34% (+0.89%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

6% less capital invested

Capital invested by funds: $556M → $524M (-$31.5M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
40
Reduced
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$5.69M
2
Millennium Management
Millennium Management
New York
+$2.75M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$987K
5
CIP
Champlain Investment Partners
Vermont
+$909K

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$3.11M
2
Principal Financial Group
Principal Financial Group
Iowa
-$1.87M
3
BFC
Banc Funds Company
Illinois
-$776K
4
EWM
Evercore Wealth Management
New York
-$736K
5
GCP
GSA Capital Partners
United Kingdom
-$657K
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
101
Canada Life
Manitoba, Canada
$102K +$3.27K +59 +3%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$80K +$83.2K +1,500 New
TRCT
103
Tower Research Capital (TRC)
New York
$71K -$1.72K -31 -2%
AIP
104
Ameritas Investment Partners
Nebraska
$66K – – –
WB
105
Webster Bank
Connecticut
$53K -$22.2K -400 -29%
CFG
106
Citizens Financial Group
Rhode Island
$47K – – –
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$47K – – –
AG
108
Advisor Group
Arizona
$44K +$12K +217 +36%
MAM
109
Meeder Asset Management
Ohio
$25K +$26K +469 New
IWP
110
Icon Wealth Partners
Texas
$23K +$24.4K +441 New
PCP
111
Proficio Capital Partners
Massachusetts
$20K – – –
TSW
112
Thompson Siegel & Walmsley
Virginia
$16K – – –
RFC
113
Regions Financial Corp
Alabama
$16K +$16.6K +300 New
SEI Investments
114
SEI Investments
Pennsylvania
$12K – – –
LWCFA
115
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
ASN
116
Advisory Services Network
Georgia
$8K +$5.93K +107 +282%
FPFS
117
First Personal Financial Services
North Carolina
$5K +$5.27K +95 New
BTIS
118
BB&T Investment Services
North Carolina
$3K – – –
WAM
119
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
FGC
120
Financial Gravity Companies
Texas
$2K +$1.61K +29 New
RWA
121
Ropes Wealth Advisors
Massachusetts
$2K +$1.89K +34 New
PCG
122
Private Capital Group
Connecticut
$1.12K +$1.15M +20,804 New
UBS AM
123
UBS AM
Illinois
$1.01K – – –
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$1K -$832 -15 -44%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$1K – – –
2 3 4
5
6

WASH Hedge Fund Activity: Q4 2017 in Review

131 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2017, worth a combined $524M — down 5.7% from $556M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WASH positions and 8 closed out — a net gain of 11 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was State Street, adding an estimated $5.69M. The largest seller was Franklin Resources, cutting an estimated $3.11M.

  • 131 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2017, up from 120 in Q3 2017.
  • Funds reported $524M of Washington Trust Bancorp stock for Q4 2017, down 5.7% quarter-over-quarter.
  • 19 funds opened new Washington Trust Bancorp positions in Q4 2017 and 8 closed out, a net change of +11 holders.
  • The largest Washington Trust Bancorp buyer in Q4 2017 was State Street, an estimated $5.69M added.
  • The largest Washington Trust Bancorp seller in Q4 2017 was Franklin Resources, an estimated $3.11M sold.

Based on aggregated 13F filings for Q4 2017.