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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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$9K +$8K +165 New
Macquarie Group
127
Macquarie Group
Australia
$7K -$3.35K -69 -32%
FF
128
FourThought Financial
Florida
$7K
QCG
129
Quadrant Capital Group
Ohio
$7K
S
130
SignatureFD
Georgia
$6K
SWM
131
Spire Wealth Management
Virginia
$6K +$5.77K +119 New
SFS
132
Sowell Financial Services
Arkansas
$6K +$5.92K +122 New
SL
133
Savior LLC
Massachusetts
$2K
WCM
134
Wealthcare Capital Management
Virginia
$2K +$1.6K +33 New
CFA
135
Carroll Financial Associates
North Carolina
$1K
CWC
136
Carolinas Wealth Consulting
North Carolina
$1K +$1.31K +27 New
AIG
137
American International Group
New York
$513 +$1.31K +27 +0.3%
Two Sigma Advisers
138
Two Sigma Advisers
New York
-$468K -10,449 Closed
Arrowstreet Capital
139
Arrowstreet Capital
Massachusetts
-$439K -9,790 Closed
HSBC Holdings
140
HSBC Holdings
United Kingdom
-$430K -9,667 Closed
CPSC
141
Carl P. Sherr & Co
Massachusetts
-$423K -9,450 Closed
CSS
142
Cubist Systematic Strategies
Connecticut
-$288K -6,433 Closed
EM
143
Excalibur Management
Massachusetts
-$266K -5,928 Closed
PP
144
Prospector Partners
Connecticut
-$260K -5,800 Closed
DTL
145
Dynamic Technology Lab
Singapore
-$257K -5,747 Closed
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
-$187K -4,184 Closed
LWCFA
147
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$49K -1,089 Closed
OAJ
148
Ogorek Anthony Joseph
New York
-$44K -1,000 Closed
FCH
149
Freestone Capital Holdings
Washington
-$23.7K -528 Closed
ICP
150
Interchange Capital Partners
Pennsylvania
-$15K -351 Closed

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.