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Washington Trust Bancorp

118 hedge funds and large institutions have $304M invested in Washington Trust Bancorp in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $489K | Put options by funds: $159K

0.8% less ownership

Funds ownership: 67.18%66.37% (-0.8%)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

8% less funds holding

Funds holding: 128118 (-10)

18% less capital invested

Capital invested by funds: $371M → $304M (-$66.7M)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
118
Holders Change
-10
Holders Change %
-7.81%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
41
Reduced
43
Closed
19
Calls
$489K
Puts
$159K
Net Calls
+$330K
Net Calls Change
-$155K
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
101
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.9K
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.8K +$1.46K +53 +13%
LC
103
Lindbrook Capital
California
$9.27K +$1.95K +71 +26%
Comerica Bank
104
Comerica Bank
Texas
$5.93K +$357 +13 +6%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$5.05K -$312K -11,349 -98%
Bessemer Group
106
Bessemer Group
New Jersey
$3K
FFA
107
Farther Finance Advisors
California
$1.45K +$27 +1 +2%
SAM
108
Smartleaf Asset Management
Massachusetts
$1.26K +$1.26K +46 New
CAL
109
Capital Advisors Ltd
Ohio
$1K -$522 -19 -43%
HFS
110
Hantz Financial Services
Michigan
$1K
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$823
CPG
112
Cornerstone Planning Group
New Jersey
$691 +$714 +26 New
AF
113
Allworth Financial
California
$511 -$3.57K -130 -87%
EWA
114
EverSource Wealth Advisors
Alabama
$509 +$549 +20 New
PS
115
Principal Securities
Iowa
$269
RIL
116
Rothschild Investment LLC
Illinois
$134 +$137 +5 New
AWM
117
Avior Wealth Management
Nebraska
$107 +$110 +4 New
AF
118
Apexium Financial
Texas
-$810K -25,000 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
-$497K -18,095 Closed
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
-$493K -15,213 Closed
RPCONE
121
Retirement Planning Company of New England
Rhode Island
-$438K -13,514 Closed
Millennium Management
122
Millennium Management
New York
-$392K -12,093 Closed
IA
123
IFG Advisory
Georgia
-$251K -7,755 Closed
VOYA Investment Management
124
VOYA Investment Management
Georgia
-$248K -7,658 Closed
Marshall Wace
125
Marshall Wace
United Kingdom
-$230K -7,089 Closed

WASH Hedge Fund Activity: Q1 2024 in Review

118 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q1 2024, worth a combined $304M — down 18% from $371M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WASH and 9 opened new positions — a net loss of 10 holders — while 43 trimmed existing stakes and 41 added.

The largest buyer was Invesco, adding an estimated $2.86M. The largest seller was Morgan Stanley, cutting an estimated $4.96M.

  • 118 institutional investors held Washington Trust Bancorp (WASH) as of Q1 2024, down from 128 in Q4 2023.
  • Funds reported $304M of Washington Trust Bancorp stock for Q1 2024, down 18% quarter-over-quarter.
  • 9 funds opened new Washington Trust Bancorp positions in Q1 2024 and 19 closed out, a net change of -10 holders.
  • The largest Washington Trust Bancorp buyer in Q1 2024 was Invesco, an estimated $2.86M added.
  • The largest Washington Trust Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $4.96M sold.

Based on aggregated 13F filings for Q1 2024.