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Washington Trust Bancorp

135 hedge funds and large institutions have $570M invested in Washington Trust Bancorp in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

0.61% more ownership

Funds ownership: 59.07%59.68% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $593M → $570M (-$22.4M)

2% less funds holding

Funds holding: 138135 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
135
Holders Change
-3
Holders Change %
-2.17%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
43
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$6K
FPFS
127
First Personal Financial Services
North Carolina
$6K +$999 +17 +18%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$5K -$5.17K -88 -50%
ASN
129
Advisory Services Network
Georgia
$2K
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$2K
FGAM
131
Financial Gravity Asset Management
Texas
$2K +$764 +13 +42%
UBS AM
132
UBS AM
Illinois
$1.05K
DWM
133
Destination Wealth Management
California
$1K +$1.53K +26 New
ZCM
134
Zebra Capital Management
Connecticut
-$444K -7,645 Closed
MWNA
135
Marshall Wace North America
New York
-$373K -6,415 Closed
DTL
136
Dynamic Technology Lab
Singapore
-$319K -5,488 Closed
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
-$286K -4,915 Closed
TRCT
138
Tower Research Capital (TRC)
New York
-$206K -3,553 Closed
CA
139
Cetera Advisors
Colorado
-$202K -3,465 Closed
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
-$87K -1,500 Closed
WB
141
Webster Bank
Connecticut
-$58K -1,000 Closed
BCA
142
Bay Colony Advisors
Massachusetts
-$46K -800 Closed
IWP
143
Icon Wealth Partners
Texas
-$26K -442 Closed
SEI Investments
144
SEI Investments
Pennsylvania
-$17K -288 Closed
PIA
145
Piedmont Investment Advisors
North Carolina
-$15K -261 Closed
RWP
146
RWA Wealth Partners
Massachusetts
-$6K -100 Closed
S
147
SignatureFD
Georgia
-$3.7K -63 -90%
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
-$1K -11 Closed

WASH Hedge Fund Activity: Q3 2018 in Review

135 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2018, worth a combined $570M — down 3.8% from $593M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of WASH and 11 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 43 added.

The largest buyer was Renaissance Technologies, adding an estimated $1.9M. The largest seller was Champlain Investment Partners, cutting an estimated $1.22M.

  • 135 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2018, down from 138 in Q2 2018.
  • Funds reported $570M of Washington Trust Bancorp stock for Q3 2018, down 3.8% quarter-over-quarter.
  • 11 funds opened new Washington Trust Bancorp positions in Q3 2018 and 14 closed out, a net change of -3 holders.
  • The largest Washington Trust Bancorp buyer in Q3 2018 was Renaissance Technologies, an estimated $1.9M added.
  • The largest Washington Trust Bancorp seller in Q3 2018 was Champlain Investment Partners, an estimated $1.22M sold.

Based on aggregated 13F filings for Q3 2018.