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Washington Trust Bancorp
WASH

Overview Fund Activity

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
Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
2.48%
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
$29.3M
2
State Street
State Street
Massachusetts
$27.3M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.4M
4
SFM
Systematic Financial Management
New Jersey
$9.78M
5
Victory Capital Management
Victory Capital Management
Texas
$6.68M

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
$9.24M
2
Principal Financial Group
Principal Financial Group
Iowa
$25.7M
3
Franklin Resources
Franklin Resources
California
$49.9M
4
Goldman Sachs
Goldman Sachs
New York
$1.29M
5
BlackRock
BlackRock
New York
$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
126
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K +$56K +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 +$311 +6 +1%
NFSG
130
Newbridge Financial Services Group
Florida
$32K -$357 -7 -1%
US Bancorp
131
US Bancorp
Minnesota
$29K +$9.06K +175 +45%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$8K – – –
QCG
133
Quadrant Capital Group
Ohio
$7K – – –
Macquarie Group
134
Macquarie Group
Australia
$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 -$227 -5 -19%
CFA
139
Carroll Financial Associates
North Carolina
$1K – – –
PA
140
Parallel Advisors
California
$1K +$1K +10 New
TPCW
141
TD Private Client Wealth
New York
$668 +$668 +13 New
AIG
142
American International Group
New York
$493 -$18 -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
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