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Washington Trust Bancorp
WASH

125 hedge funds and large institutions have $681M invested in Washington Trust Bancorp in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 28

36% more capital invested

Capital invested by funds: $502M → $681M (+$179M)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

13.16% more ownership

Funds ownership: 59.56% → 72.72% (+13%)

2% more funds holding

Funds holding: 122 → 125 (+3)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
125
Holders Change
+3
Holders Change %
+2.46%
% of All Funds
2.46%
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
46
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$101M
2
Franklin Resources
Franklin Resources
California
+$4.56M
3
CIP
Champlain Investment Partners
Vermont
+$4.08M
4
Principal Financial Group
Principal Financial Group
Iowa
+$3.75M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.43M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.83M
2
Millennium Management
Millennium Management
New York
-$2.53M
3
Renaissance Technologies
Renaissance Technologies
New York
-$925K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$776K
5
PCG
Private Capital Group
Connecticut
-$756K
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$77K – – –
Canada Life
102
Canada Life
Manitoba, Canada
$75K +$72.2K +1,405 New
AIP
103
Ameritas Investment Partners
Nebraska
$66K – – –
LWCFA
104
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K – – –
FGAM
105
Financial Gravity Asset Management
Texas
$54K +$51 +1 +17%
CFG
106
Citizens Financial Group
Rhode Island
$47K – – –
US Bancorp
107
US Bancorp
Minnesota
$42K +$24.5K +476 +158%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
RFWA
109
RPg Family Wealth Advisory
Massachusetts
$13.9K +$1.65K +32 +14%
PA
110
Procyon Advisors
Connecticut
$7K +$6.68K +130 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$6K – – –
SFS
112
Sowell Financial Services
Arkansas
$3K +$154 +3 +6%
S
113
SignatureFD
Georgia
$3K +$2.73K +53 New
CAM
114
Columbia Asset Management
Michigan
$2.15K +$206K +4,000 New
ASN
115
Advisory Services Network
Georgia
$2K – – –
GT
116
Glenmede Trust
Pennsylvania
$2K – – –
LWA
117
Lenox Wealth Advisors
New York
$2K – – –
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
SL
119
Savior LLC
Massachusetts
$2K +$1.8K +35 New
CFA
120
Carroll Financial Associates
North Carolina
$1K – – –
PA
121
Parallel Advisors
California
$1K +$1.28K +25 New
Millennium Management
122
Millennium Management
New York
– -$2.53M -52,398 Closed
PCG
123
Private Capital Group
Connecticut
– -$756K -15,481 Closed
HSBC Holdings
124
HSBC Holdings
United Kingdom
– -$682K -14,110 Closed
HF
125
HRT Financial
New York
– -$643K -13,320 Closed
2 3 4
5
6

WASH Hedge Fund Activity: Q4 2019 in Review

125 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2019, worth a combined $681M — up 36% from $502M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WASH positions and 16 closed out — a net gain of 3 holders — while 46 added to existing stakes and 28 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $101M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $2.83M.

  • 125 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2019, up from 122 in Q3 2019.
  • Funds reported $681M of Washington Trust Bancorp stock for Q4 2019, up 36% quarter-over-quarter.
  • 19 funds opened new Washington Trust Bancorp positions in Q4 2019 and 16 closed out, a net change of +3 holders.
  • The largest Washington Trust Bancorp buyer in Q4 2019 was Bank of New York Mellon, an estimated $101M added.
  • The largest Washington Trust Bancorp seller in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $2.83M sold.

Based on aggregated 13F filings for Q4 2019.