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Washington Trust Bancorp

137 hedge funds and large institutions have $652M invested in Washington Trust Bancorp in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $645K | Put options by funds: $516K

17% more capital invested

Capital invested by funds: $558M → $652M (+$93.7M)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

0.92% more ownership

Funds ownership: 72.19%73.11% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 138137 (-1)

Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
46
Reduced
43
Closed
16
Calls
$645K
Puts
$516K
Net Calls
+$129K
Net Calls Change
+$129K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
101
Barry Investment Advisors
Massachusetts
$312K -$131K -2,699 -31%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$299K +$281K +5,791 New
FA
103
Fiducient Advisors
Illinois
$284K
SEI Investments
104
SEI Investments
Pennsylvania
$284K
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$275K -$110K -2,261 -30%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$268K
SMH
107
Sanders Morris Harris
Texas
$242K
ECM
108
ExodusPoint Capital Management
New York
$238K +$224K +4,610 New
ASRS
109
Arizona State Retirement System
Arizona
$234K +$630 +13 +0.3%
EFS
110
Essex Financial Services
Connecticut
$220K +$207K +4,265 New
RCM
111
RB Capital Management
Nevada
$216K +$202K +4,176 New
HPC
112
HM Payson & Co
Maine
$181K -$24.2K -500 -13%
SG Americas Securities
113
SG Americas Securities
New York
$136K -$79.2K -1,633 -38%
TRCT
114
Tower Research Capital (TRC)
New York
$120K +$64.8K +1,336 +136%
ARMC
115
American Research & Management Company
Massachusetts
$86K
AIP
116
Ameritas Investment Partners
Nebraska
$78K
GCM
117
Gables Capital Management
Florida
$77K
Canada Life
118
Canada Life
Manitoba, Canada
$67K +$339 +7 +0.5%
CH
119
Canton Hathaway
Rhode Island
$58K
Lazard Asset Management
120
Lazard Asset Management
New York
$38K +$26.6K +548 +278%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$36K
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$33K +$533 +11 +2%
NFSG
123
Newbridge Financial Services Group
Florida
$33K +$30.8K +635 New
US Bancorp
124
US Bancorp
Minnesota
$20K +$8.24K +170 +79%
EVM
125
Eaton Vance Management
Massachusetts
$14K -$328K -6,772 -96%

WASH Hedge Fund Activity: Q1 2021 in Review

137 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q1 2021, worth a combined $652M — up 17% from $558M a quarter earlier.

Fund positioning in WASH was balanced in Q1 2021: 16 funds opened new positions, 16 closed out, 46 added to existing stakes and 43 trimmed.

The largest buyer was Haverford Trust Company, opening a new position worth an estimated $5.63M. The largest seller was Principal Financial Group, cutting an estimated $9.57M.

  • 137 institutional investors held Washington Trust Bancorp (WASH) as of Q1 2021, down from 138 in Q4 2020.
  • Funds reported $652M of Washington Trust Bancorp stock for Q1 2021, up 17% quarter-over-quarter.
  • 16 funds opened new Washington Trust Bancorp positions in Q1 2021 and 16 closed out, a net change of 0 holders.
  • The largest Washington Trust Bancorp buyer in Q1 2021 was Haverford Trust Company, an estimated $5.63M added.
  • The largest Washington Trust Bancorp seller in Q1 2021 was Principal Financial Group, an estimated $9.57M sold.

Based on aggregated 13F filings for Q1 2021.