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Washington Trust Bancorp
WASH

145 hedge funds and large institutions have $684M invested in Washington Trust Bancorp in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

24% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 41

7% more funds holding

Funds holding: 136 → 145 (+9)

3% more capital invested

Capital invested by funds: $663M → $684M (+$21.6M)

0.12% less ownership

Funds ownership: 72.18% → 72.07% (-0.12%)

Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
51
Reduced
41
Closed
8
Calls
$315K
Puts
–
Net Calls
+$315K
Net Calls Change
+$443K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.53M
2
BlackRock
BlackRock
New York
+$1.65M
3
Victory Capital Management
Victory Capital Management
Texas
+$1.02M
4
American Century Companies
American Century Companies
Missouri
+$682K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$643K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$3.57M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.04M
3
Franklin Resources
Franklin Resources
California
-$1.35M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.06M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$852K
Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
101
Sanders Morris Harris
Texas
$264K – – –
ASRS
102
Arizona State Retirement System
Arizona
$263K -$2.95K -53 -1%
LPL Financial
103
LPL Financial
California
$263K +$259K +4,663 New
MAM
104
Mystic Asset Management
Rhode Island
$260K +$257K +4,626 New
Rafferty Asset Management
105
Rafferty Asset Management
New York
$248K -$231K -4,153 -49%
EFS
106
Essex Financial Services
Connecticut
$247K +$2.06K +37 +0.9%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$245K – – –
PFO
108
Pathstone Family Office
New Jersey
$233K – – –
Neuberger Berman Group
109
Neuberger Berman Group
New York
$232K +$18.9K +340 +9%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$231K +$227K +4,091 New
DT
111
Diversified Trust
Tennessee
$218K – – –
BFS
112
Bradley Foster & Sargent
Connecticut
$209K +$206K +3,700 New
GCP
113
GSA Capital Partners
United Kingdom
$204K +$201K +3,613 New
HPC
114
HM Payson & Co
Maine
$186K – – –
SG Americas Securities
115
SG Americas Securities
New York
$170K -$444K -7,993 -73%
BLC
116
Brown, Lisle/Cummings
Rhode Island
$145K +$143K +2,580 New
ARMC
117
American Research & Management Company
Massachusetts
$94K – – –
GCM
118
Gables Capital Management
Florida
$85K – – –
AIP
119
Ameritas Investment Partners
Nebraska
$74K – – –
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$72K – – –
Canada Life
121
Canada Life
Manitoba, Canada
$68K -$6.67K -120 -9%
FF
122
FourThought Financial
Florida
$68K +$278 +5 +0.4%
CH
123
Canton Hathaway
Rhode Island
$63K – – –
LWCFA
124
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K – – –
Lazard Asset Management
125
Lazard Asset Management
New York
$48K +$36.7K +661 +336%
3 4
5
6 7

WASH Hedge Fund Activity: Q4 2021 in Review

145 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2021, worth a combined $684M — up 3.3% from $663M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WASH positions and 8 closed out — a net gain of 9 holders — while 51 added to existing stakes and 41 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.53M. The largest seller was State Street, cutting an estimated $3.57M.

  • 145 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2021, up from 136 in Q3 2021.
  • Funds reported $684M of Washington Trust Bancorp stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 17 funds opened new Washington Trust Bancorp positions in Q4 2021 and 8 closed out, a net change of +9 holders.
  • The largest Washington Trust Bancorp buyer in Q4 2021 was Fidelity Investments, an estimated $2.53M added.
  • The largest Washington Trust Bancorp seller in Q4 2021 was State Street, an estimated $3.57M sold.

Based on aggregated 13F filings for Q4 2021.