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Washington Trust Bancorp

135 hedge funds and large institutions have $570M invested in Washington Trust Bancorp in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

0.61% more ownership

Funds ownership: 59.07%59.68% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $593M → $570M (-$22.4M)

2% less funds holding

Funds holding: 138135 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
135
Holders Change
-3
Holders Change %
-2.17%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
43
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFR
101
Lehman Financial Resources
Pennsylvania
$221K +$235K +4,000 New
SW
102
SVB Wealth
Massachusetts
$217K
D.E. Shaw & Co
103
D.E. Shaw & Co
New York
$217K +$18.4K +314 +9%
MYIA
104
Mount Yale Investment Advisors
Colorado
$130K +$10.5K +179 +8%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$127K
Canada Life
106
Canada Life
Manitoba, Canada
$114K -$118 -2 -0.1%
ARMC
107
American Research & Management Company
Massachusetts
$114K
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$103K -$7.4K -126 -6%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$79K
AIP
110
Ameritas Investment Partners
Nebraska
$68K
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$60.7K -$11.2K -191 -15%
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K
Macquarie Group
113
Macquarie Group
Australia
$50K -$118K -2,000 -69%
AG
114
Advisor Group
Arizona
$49K +$5.29K +90 +11%
CFG
115
Citizens Financial Group
Rhode Island
$48K
WF
116
WealthTrust Fairport
Ohio
$45K -$19.6K -333 -29%
PCP
117
Proficio Capital Partners
Massachusetts
$20K
Federated Hermes
118
Federated Hermes
Pennsylvania
$19K +$20K +340 New
RFC
119
Regions Financial Corp
Alabama
$17K
TSW
120
Thompson Siegel & Walmsley
Virginia
$17K
US Bancorp
121
US Bancorp
Minnesota
$12K -$2.64K -45 -17%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$10K +$10.9K +185 New
CPIG
123
Chicago Partners Investment Group
Illinois
$10K +$11.8K +200 New
PCM
124
Prelude Capital Management
New York
$8K -$1.41K -24 -14%
MAM
125
Meeder Asset Management
Ohio
$8K

WASH Hedge Fund Activity: Q3 2018 in Review

135 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2018, worth a combined $570M — down 3.8% from $593M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of WASH and 11 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 43 added.

The largest buyer was Renaissance Technologies, adding an estimated $1.9M. The largest seller was Champlain Investment Partners, cutting an estimated $1.22M.

  • 135 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2018, down from 138 in Q2 2018.
  • Funds reported $570M of Washington Trust Bancorp stock for Q3 2018, down 3.8% quarter-over-quarter.
  • 11 funds opened new Washington Trust Bancorp positions in Q3 2018 and 14 closed out, a net change of -3 holders.
  • The largest Washington Trust Bancorp buyer in Q3 2018 was Renaissance Technologies, an estimated $1.9M added.
  • The largest Washington Trust Bancorp seller in Q3 2018 was Champlain Investment Partners, an estimated $1.22M sold.

Based on aggregated 13F filings for Q3 2018.