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Washington Trust Bancorp

145 hedge funds and large institutions have $684M invested in Washington Trust Bancorp in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

24% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 41

7% more funds holding

Funds holding: 136145 (+9)

3% more capital invested

Capital invested by funds: $663M → $684M (+$21.6M)

0.12% less ownership

Funds ownership: 72.18%72.07% (-0.12%)

Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
51
Reduced
41
Closed
8
Calls
$315K
Puts
Net Calls
+$315K
Net Calls Change
+$443K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$40K +$39.9K +717 New
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$37K +$334 +6 +0.9%
US Bancorp
128
US Bancorp
Minnesota
$28K +$6.5K +117 +30%
PA
129
Parallel Advisors
California
$27K +$222 +4 +0.9%
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$172K +3,098 +0.9%
RPCONE
131
Retirement Planning Company of New England
Rhode Island
$16K +$16.7K +300 New
TRCT
132
Tower Research Capital (TRC)
New York
$13K -$17K -305 -57%
S
133
SignatureFD
Georgia
$12K +$5.45K +98 +83%
Macquarie Group
134
Macquarie Group
Australia
$8K
QCG
135
Quadrant Capital Group
Ohio
$8K
SWM
136
Spire Wealth Management
Virginia
$7K
MCM
137
Manchester Capital Management
Vermont
$6K +$2.45K +44 +77%
CWC
138
Carolinas Wealth Consulting
North Carolina
$1K
CFA
139
Carroll Financial Associates
North Carolina
$1K
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$1K
AFG
141
Albion Financial Group
Utah
$1K +$1K +18 New
TPCW
142
TD Private Client Wealth
New York
$733
CP
143
Castleview Partners
Texas
$176 +$551K +9,921 New
ECM
144
ExodusPoint Capital Management
New York
-$773K -14,591 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
145
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$593K -11,199 Closed
WG
146
Winton Group
United Kingdom
-$388K -7,324 Closed
FA
147
Fiducient Advisors
Illinois
-$291K -5,500 Closed
Two Sigma Investments
148
Two Sigma Investments
New York
-$288K -5,445 Closed
RCM
149
RB Capital Management
Nevada
-$221K -4,176 Closed
BC
150
Bartlett & Co
Ohio
-$1K -18 Closed

WASH Hedge Fund Activity: Q4 2021 in Review

145 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2021, worth a combined $684M — up 3.3% from $663M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WASH positions and 8 closed out — a net gain of 9 holders — while 51 added to existing stakes and 41 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.53M. The largest seller was State Street, cutting an estimated $3.57M.

  • 145 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2021, up from 136 in Q3 2021.
  • Funds reported $684M of Washington Trust Bancorp stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 17 funds opened new Washington Trust Bancorp positions in Q4 2021 and 8 closed out, a net change of +9 holders.
  • The largest Washington Trust Bancorp buyer in Q4 2021 was Fidelity Investments, an estimated $2.53M added.
  • The largest Washington Trust Bancorp seller in Q4 2021 was State Street, an estimated $3.57M sold.

Based on aggregated 13F filings for Q4 2021.