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Washington Trust Bancorp

122 hedge funds and large institutions have $544M invested in Washington Trust Bancorp in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

32% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 31

9% more capital invested

Capital invested by funds: $499M → $544M (+$45M)

1% more funds holding

Funds holding: 121122 (+1)

0.75% more ownership

Funds ownership: 59.43%60.18% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
41
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
101
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K
CFG
102
Citizens Financial Group
Rhode Island
$46K
Russell Investments Group
103
Russell Investments Group
United Kingdom
$37K +$35.6K +700 New
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$36K
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$32K
PCP
106
Proficio Capital Partners
Massachusetts
$26K -$254 -5 -1%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$22K +$21.9K +430 New
QT
108
Quantamental Technologies
New York
$18K +$508 +10 +3%
TSW
109
Thompson Siegel & Walmsley
Virginia
$16K +$15.2K +300 New
RFWA
110
RPg Family Wealth Advisory
Massachusetts
$11.8K
US Bancorp
111
US Bancorp
Minnesota
$11K
CFB
112
Cullen/Frost Bankers
Texas
$9K +$8.49K +167 New
Fidelity Investments
113
Fidelity Investments
Massachusetts
$7K -$1.83K -36 -22%
FPFS
114
First Personal Financial Services
North Carolina
$6K
ASN
115
Advisory Services Network
Georgia
$2K
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$2K
CFA
117
Camarda Financial Advisors
Florida
$1K
CFA
118
Carroll Financial Associates
North Carolina
$1K +$1.07K +21 New
GT
119
Glenmede Trust
Pennsylvania
$2
PP
120
Paloma Partners
Connecticut
-$609K -12,652 Closed
OCG
121
Opus Capital Group
Ohio
-$604K -12,539 Closed
EFS
122
Essex Financial Services
Connecticut
-$337K -7,002 Closed
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
-$291K -6,049 Closed
SG Americas Securities
124
SG Americas Securities
New York
-$129K -2,685 Closed
IWP
125
Icon Wealth Partners
Texas
-$20K -412 Closed

WASH Hedge Fund Activity: Q2 2019 in Review

122 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q2 2019, worth a combined $544M — up 9% from $499M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WASH positions and 11 closed out — a net gain of 4 holders — while 41 added to existing stakes and 31 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $3.64M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.88M.

  • 122 institutional investors held Washington Trust Bancorp (WASH) as of Q2 2019, up from 121 in Q1 2019.
  • Funds reported $544M of Washington Trust Bancorp stock for Q2 2019, up 9% quarter-over-quarter.
  • 15 funds opened new Washington Trust Bancorp positions in Q2 2019 and 11 closed out, a net change of +4 holders.
  • The largest Washington Trust Bancorp buyer in Q2 2019 was Principal Financial Group, an estimated $3.64M added.
  • The largest Washington Trust Bancorp seller in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $1.88M sold.

Based on aggregated 13F filings for Q2 2019.