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Washington Trust Bancorp
WASH

142 hedge funds and large institutions have $645M invested in Washington Trust Bancorp in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

20% more call options, than puts

Call options by funds: $703K | Put options by funds: $585K

4% more funds holding

Funds holding: 137 → 142 (+5)

0.5% less ownership

Funds ownership: 73.11% → 72.61% (-0.5%)

1% less capital invested

Capital invested by funds: $652M → $645M (-$6.84M)

34% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 59

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
39
Reduced
59
Closed
5
Calls
$703K
Puts
$585K
Net Calls
+$118K
Net Calls Change
-$11K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.6M
2
State Street
State Street
Massachusetts
+$3M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.47M
4
SFM
Systematic Financial Management
New Jersey
+$1.68M
5
Victory Capital Management
Victory Capital Management
Texas
+$1.19M

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
-$6.5M
2
Principal Financial Group
Principal Financial Group
Iowa
-$5.84M
3
Franklin Resources
Franklin Resources
California
-$5.41M
4
Goldman Sachs
Goldman Sachs
New York
-$3.53M
5
BlackRock
BlackRock
New York
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
126
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K +$57.4K +1,089 New
Lazard Asset Management
127
Lazard Asset Management
New York
$38K – – –
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$33K +$316 +6 +1%
NFSG
130
Newbridge Financial Services Group
Florida
$32K -$369 -7 -1%
US Bancorp
131
US Bancorp
Minnesota
$29K +$9.22K +175 +45%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$8K – – –
Macquarie Group
133
Macquarie Group
Australia
$7K – – –
QCG
134
Quadrant Capital Group
Ohio
$7K – – –
S
135
SignatureFD
Georgia
$6K – – –
SWM
136
Spire Wealth Management
Virginia
$6K – – –
SL
137
Savior LLC
Massachusetts
$2K – – –
CWC
138
Carolinas Wealth Consulting
North Carolina
$1K -$263 -5 -19%
CFA
139
Carroll Financial Associates
North Carolina
$1K – – –
PA
140
Parallel Advisors
California
$1K +$527 +10 New
TPCW
141
TD Private Client Wealth
New York
$668 +$685 +13 New
AIG
142
American International Group
New York
$493 -$18.5K -352 -4%
QI
143
QS Investors
New York
– -$595K -11,516 Closed
SG Americas Securities
144
SG Americas Securities
New York
– -$136K -2,625 Closed
EVM
145
Eaton Vance Management
Massachusetts
– -$14K -267 Closed
SFS
146
Sowell Financial Services
Arkansas
– -$6K -122 Closed
WCM
147
Wealthcare Capital Management
Virginia
– -$2K -33 Closed
2 3 4 5
6

WASH Hedge Fund Activity: Q2 2021 in Review

142 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q2 2021, worth a combined $645M — down 1% from $652M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WASH positions and 5 closed out — a net gain of 5 holders — while 39 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.6M. The largest seller was Russell Investments Group, cutting an estimated $6.5M.

  • 142 institutional investors held Washington Trust Bancorp (WASH) as of Q2 2021, up from 137 in Q1 2021.
  • Funds reported $645M of Washington Trust Bancorp stock for Q2 2021, down 1% quarter-over-quarter.
  • 10 funds opened new Washington Trust Bancorp positions in Q2 2021 and 5 closed out, a net change of +5 holders.
  • The largest Washington Trust Bancorp buyer in Q2 2021 was Fidelity Investments, an estimated $29.6M added.
  • The largest Washington Trust Bancorp seller in Q2 2021 was Russell Investments Group, an estimated $6.5M sold.

Based on aggregated 13F filings for Q2 2021.