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Washington Trust Bancorp

138 hedge funds and large institutions have $593M invested in Washington Trust Bancorp in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more capital invested

Capital invested by funds: $525M → $593M (+$67.4M)

7% more funds holding

Funds holding: 129138 (+9)

2.35% more ownership

Funds ownership: 56.72%59.07% (+2.3%)

23% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 48

Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
37
Reduced
48
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Cetera Advisors
Colorado
$202K +$202K +3,465 New
Macquarie Group
102
Macquarie Group
Australia
$168K -$69.8K -1,200 -29%
MYIA
103
Mount Yale Investment Advisors
Colorado
$134K -$2.44K -42 -2%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$134K
Canada Life
105
Canada Life
Manitoba, Canada
$121K -$233 -4 -0.2%
ARMC
106
American Research & Management Company
Massachusetts
$120K
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$107K
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$87K
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$83K +$32.5K +559 +64%
Barclays
110
Barclays
United Kingdom
$76K -$123K -2,109 -62%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$74.9K -$108K -1,853 -59%
AIP
112
Ameritas Investment Partners
Nebraska
$72K
WF
113
WealthTrust Fairport
Ohio
$67K
LWCFA
114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63K +$51.7K +889 +445%
WB
115
Webster Bank
Connecticut
$58K
CFG
116
Citizens Financial Group
Rhode Island
$51K
AG
117
Advisor Group
Arizona
$46K +$116 +2 +0.3%
BCA
118
Bay Colony Advisors
Massachusetts
$46K +$46.6K +800 New
IWP
119
Icon Wealth Partners
Texas
$26K +$25.7K +442 New
PCP
120
Proficio Capital Partners
Massachusetts
$21K
SEI Investments
121
SEI Investments
Pennsylvania
$17K -$756 -13 -4%
RFC
122
Regions Financial Corp
Alabama
$17K
TSW
123
Thompson Siegel & Walmsley
Virginia
$17K
US Bancorp
124
US Bancorp
Minnesota
$15K -$1.46K -25 -9%
PIA
125
Piedmont Investment Advisors
North Carolina
$15K +$15.2K +261 New

WASH Hedge Fund Activity: Q2 2018 in Review

138 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q2 2018, worth a combined $593M — up 13% from $525M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WASH positions and 3 closed out — a net gain of 10 holders — while 37 added to existing stakes and 48 trimmed.

The largest buyer was Washington Trust, adding an estimated $23.2M. The largest seller was Northern Trust, cutting an estimated $18.6M.

  • 138 institutional investors held Washington Trust Bancorp (WASH) as of Q2 2018, up from 129 in Q1 2018.
  • Funds reported $593M of Washington Trust Bancorp stock for Q2 2018, up 13% quarter-over-quarter.
  • 13 funds opened new Washington Trust Bancorp positions in Q2 2018 and 3 closed out, a net change of +10 holders.
  • The largest Washington Trust Bancorp buyer in Q2 2018 was Washington Trust, an estimated $23.2M added.
  • The largest Washington Trust Bancorp seller in Q2 2018 was Northern Trust, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2018.