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Washington Trust Bancorp
WASH

136 hedge funds and large institutions have $663M invested in Washington Trust Bancorp in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 42

3% more capital invested

Capital invested by funds: $645M → $663M (+$17.5M)

0.42% less ownership

Funds ownership: 72.61% → 72.18% (-0.42%)

4% less funds holding

Funds holding: 142 → 136 (-6)

24% less call options, than puts

Call options by funds: $402K | Put options by funds: $530K

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
45
Reduced
42
Closed
16
Calls
$402K
Puts
$530K
Net Calls
-$128K
Net Calls Change
-$246K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.9M
2
Wells Fargo
Wells Fargo
California
+$3.19M
3
RJA
Raymond James & Associates
Florida
+$1.43M
4
First Trust Advisors
First Trust Advisors
Illinois
+$1.35M
5
Victory Capital Management
Victory Capital Management
Texas
+$1.04M

Top Sellers

1
HTC
Haverford Trust Company
Pennsylvania
-$5.96M
2
Principal Financial Group
Principal Financial Group
Iowa
-$4.76M
3
BlackRock
BlackRock
New York
-$3.97M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.48M
5
Morgan Stanley
Morgan Stanley
New York
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
126
Macquarie Group
Australia
$8K – – –
QCG
127
Quadrant Capital Group
Ohio
$7K – – –
S
128
SignatureFD
Georgia
$6K – – –
SWM
129
Spire Wealth Management
Virginia
$6K – – –
MCM
130
Manchester Capital Management
Vermont
$3K +$2.91K +57 New
CWC
131
Carolinas Wealth Consulting
North Carolina
$1K – – –
CFA
132
Carroll Financial Associates
North Carolina
$1K – – –
BC
133
Bartlett & Co
Ohio
$1K +$919 +18 New
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$1K +$1.38K +27 New
BCWM
135
Bartlett & Co Wealth Management
Ohio
$963 +$919 +18 New
TPCW
136
TD Private Client Wealth
New York
$689 – – –
HTC
137
Haverford Trust Company
Pennsylvania
– -$5.96M -116,123 Closed
D.E. Shaw & Co
138
D.E. Shaw & Co
New York
– -$632K -12,315 Closed
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
– -$629K -12,252 Closed
IC
140
Inscription Capital
Texas
– -$604K -11,761 Closed
AQR Capital Management
141
AQR Capital Management
Connecticut
– -$535K -10,412 Closed
Millennium Management
142
Millennium Management
New York
– -$485K -9,446 Closed
California Public Employees Retirement System
143
California Public Employees Retirement System
California
– -$439K -8,551 Closed
SFI
144
Susquehanna Fundamental Investments
Pennsylvania
– -$418K -8,141 Closed
Acadian Asset Management
145
Acadian Asset Management
Massachusetts
– -$362K -7,039 Closed
AA
146
ALPS Advisors
Colorado
– -$332K -6,465 Closed
SEI Investments
147
SEI Investments
Pennsylvania
– -$283K -5,510 Closed
Tudor Investment Corp
148
Tudor Investment Corp
Connecticut
– -$217K -4,217 Closed
Jane Street
149
Jane Street
New York
– -$205K -4,001 Closed
NFSG
150
Newbridge Financial Services Group
Florida
– -$32K -628 Closed
3 4 5
6
7

WASH Hedge Fund Activity: Q3 2021 in Review

136 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2021, worth a combined $663M — up 2.7% from $645M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WASH and 11 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 45 added.

The largest buyer was Fidelity Investments, adding an estimated $18.9M. The largest seller was Haverford Trust Company, exiting entirely with an estimated $5.96M sold.

  • 136 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2021, down from 142 in Q2 2021.
  • Funds reported $663M of Washington Trust Bancorp stock for Q3 2021, up 2.7% quarter-over-quarter.
  • 11 funds opened new Washington Trust Bancorp positions in Q3 2021 and 16 closed out, a net change of -5 holders.
  • The largest Washington Trust Bancorp buyer in Q3 2021 was Fidelity Investments, an estimated $18.9M added.
  • The largest Washington Trust Bancorp seller in Q3 2021 was Haverford Trust Company, an estimated $5.96M sold.

Based on aggregated 13F filings for Q3 2021.