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Washington Trust Bancorp

128 hedge funds and large institutions have $371M invested in Washington Trust Bancorp in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

990% more call options, than puts

Call options by funds: $534K | Put options by funds: $49K

26% more capital invested

Capital invested by funds: $294M → $371M (+$77.2M)

1.8% more ownership

Funds ownership: 65.37%67.18% (+1.8%)

1% less funds holding

Funds holding: 129128 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
38
Reduced
50
Closed
17
Calls
$534K
Puts
$49K
Net Calls
+$485K
Net Calls Change
+$483K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$129K -$19.8K -726 -15%
Osaic Holdings
102
Osaic Holdings
Arizona
$106K -$23.3K -857 -21%
ACM
103
Aquatic Capital Management
Illinois
$97K +$70.8K +2,600 +650%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$86K -$3.57K -131 -5%
Canada Life
105
Canada Life
Manitoba, Canada
$64K -$2.31K -85 -4%
AIP
106
Ameritas Investment Partners
Nebraska
$54K
BWP
107
Baldwin Wealth Partners
Massachusetts
$53.7K
GCM
108
Gables Capital Management
Florida
$48.6K
AB
109
Amalgamated Bank
New York
$48K -$4.76K -175 -10%
US Bancorp
110
US Bancorp
Minnesota
$44.3K -$4.49K -165 -11%
CH
111
Canton Hathaway
Rhode Island
$40K
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$31.5K
EC
113
EntryPoint Capital
New York
$27.6K +$23.2K +851 New
MAM
114
Meeder Asset Management
Ohio
$18.8K +$15.8K +580 New
LWCFA
115
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K -$5.45K -200 -27%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.7K +$1.39K +51 +14%
LC
117
Lindbrook Capital
California
$8.87K -$19.1K -701 -72%
PA
118
Parallel Advisors
California
$7.19K -$11.2K -413 -65%
Comerica Bank
119
Comerica Bank
Texas
$6.71K -$54 -2 -1%
AF
120
Allworth Financial
California
$4.83K -$15.2K -559 -79%
Bessemer Group
121
Bessemer Group
New Jersey
$4K
FFA
122
Farther Finance Advisors
California
$1.75K +$163 +6 +13%
CAL
123
Capital Advisors Ltd
Ohio
$1K -$1.5K -55 -56%
HFS
124
Hantz Financial Services
Michigan
$1K
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$971

WASH Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2023, worth a combined $371M — up 26% from $294M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WASH and 16 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 38 added.

The largest buyer was Invesco, adding an estimated $6.59M. The largest seller was Third Avenue Management, cutting an estimated $2.61M.

  • 128 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2023, down from 129 in Q3 2023.
  • Funds reported $371M of Washington Trust Bancorp stock for Q4 2023, up 26% quarter-over-quarter.
  • 16 funds opened new Washington Trust Bancorp positions in Q4 2023 and 17 closed out, a net change of -1 holder.
  • The largest Washington Trust Bancorp buyer in Q4 2023 was Invesco, an estimated $6.59M added.
  • The largest Washington Trust Bancorp seller in Q4 2023 was Third Avenue Management, an estimated $2.61M sold.

Based on aggregated 13F filings for Q4 2023.