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Washington Trust Bancorp
WASH

118 hedge funds and large institutions have $464M invested in Washington Trust Bancorp in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0.3% more ownership

Funds ownership: 72.72% → 73.02% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 125 → 118 (-7)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

32% less capital invested

Capital invested by funds: $681M → $464M (-$217M)

Holders
118
Holders Change
-7
Holders Change %
-5.6%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
39
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DMC
Drexel Morgan & Co
Pennsylvania
+$5.25M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.44M
3
Millennium Management
Millennium Management
New York
+$2.41M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.68M
5
BlackRock
BlackRock
New York
+$1.51M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.55M
2
Principal Financial Group
Principal Financial Group
Iowa
-$3.02M
3
SFM
Systematic Financial Management
New Jersey
-$1.45M
4
OAM
Oxford Asset Management
United Kingdom
-$1.42M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
101
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K – – –
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
CFG
103
Citizens Financial Group
Rhode Island
$32K – – –
TRCT
104
Tower Research Capital (TRC)
New York
$28K +$34.9K +772 New
US Bancorp
105
US Bancorp
Minnesota
$9K -$23.8K -526 -68%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$3K -$724 -16 -16%
PA
107
Parallel Advisors
California
$3K +$2.8K +62 +248%
QCG
108
Quadrant Capital Group
Ohio
$3K +$3.94K +87 New
GT
109
Glenmede Trust
Pennsylvania
$2K – – –
FAM
110
Fred Alger Management
New York
$2K +$2.04K +45 New
PA
111
Procyon Advisors
Connecticut
$1K -$4.39K -97 -75%
ASN
112
Advisory Services Network
Georgia
$1K – – –
LWA
113
Lenox Wealth Advisors
New York
$1K – – –
SL
114
Savior LLC
Massachusetts
$1K – – –
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
FGAM
116
Financial Gravity Asset Management
Texas
$377 +$136 +3 +43%
OAM
117
Oxford Asset Management
United Kingdom
– -$1.42M -26,447 Closed
PTC
118
Philadelphia Trust Company
Pennsylvania
– -$1.14M -21,198 Closed
DCM
119
Driehaus Capital Management
Illinois
– -$400K -7,429 Closed
CCIA
120
Campbell & Co Investment Adviser
Maryland
– -$307K -5,699 Closed
MAM
121
Martingale Asset Management
Massachusetts
– -$286K -5,300 Closed
RJFSA
122
Raymond James Financial Services Advisors
Florida
– -$241K -4,485 Closed
SEI Investments
123
SEI Investments
Pennsylvania
– -$231K -4,300 Closed
PSUF
124
People's United Financial
Connecticut
– -$226K -4,200 Closed
RCM
125
RB Capital Management
Nevada
– -$222K -4,176 Closed
2 3 4
5
6

WASH Hedge Fund Activity: Q1 2020 in Review

118 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q1 2020, worth a combined $464M — down 32% from $681M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WASH and 12 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 39 added.

The largest buyer was Drexel Morgan & Co, opening a new position worth an estimated $5.25M. The largest seller was Bank of New York Mellon, cutting an estimated $9.55M.

  • 118 institutional investors held Washington Trust Bancorp (WASH) as of Q1 2020, down from 125 in Q4 2019.
  • Funds reported $464M of Washington Trust Bancorp stock for Q1 2020, down 32% quarter-over-quarter.
  • 12 funds opened new Washington Trust Bancorp positions in Q1 2020 and 17 closed out, a net change of -5 holders.
  • The largest Washington Trust Bancorp buyer in Q1 2020 was Drexel Morgan & Co, an estimated $5.25M added.
  • The largest Washington Trust Bancorp seller in Q1 2020 was Bank of New York Mellon, an estimated $9.55M sold.

Based on aggregated 13F filings for Q1 2020.