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Washington Trust Bancorp
WASH

149 hedge funds and large institutions have $576M invested in Washington Trust Bancorp in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

8% more funds holding

Funds holding: 138 → 149 (+11)

0.75% more ownership

Funds ownership: 71.48% → 72.23% (+0.75%)

4% less capital invested

Capital invested by funds: $600M → $576M (-$23.9M)

Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
51
Reduced
42
Closed
9
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$72K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.27M
2
Millennium Management
Millennium Management
New York
+$2.32M
3
Goldman Sachs
Goldman Sachs
New York
+$2.27M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.03M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.53M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$6.08M
2
Victory Capital Management
Victory Capital Management
Texas
-$4.86M
3
Morgan Stanley
Morgan Stanley
New York
-$1.74M
4
BlackRock
BlackRock
New York
-$1.58M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
126
FourThought Financial
Florida
$53K +$6.65K +130 +13%
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$52.1K – – –
CH
128
Canton Hathaway
Rhode Island
$52K – – –
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$47K -$19.4K -379 -27%
LWCFA
130
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K – – –
MCC
131
Money Concepts Capital
Florida
$33K – – –
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$33K +$35.8K +701 +2,596%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K +$9.87K +193 +47%
Lazard Asset Management
134
Lazard Asset Management
New York
$27K +$29.7K +581 New
PHK
135
Point72 Hong Kong
Hong Kong
$24K +$26.7K +522 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
BBHC
137
Brown Brothers Harriman & Co
New York
$14K +$12.8K +250 +521%
US Bancorp
138
US Bancorp
Minnesota
$13K -$1.33K -26 -8%
First Manhattan
139
First Manhattan
New York
$13K +$15.3K +300 New
APA
140
American Portfolios Advisors
New York
$8.88K +$9.76K +191 New
Macquarie Group
141
Macquarie Group
Australia
$7K -$201K -3,930 Closed
S
142
SignatureFD
Georgia
$5K +$767 +15 +15%
PA
143
Parallel Advisors
California
$4K +$51 +1 +1%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$2K +$1.64K +32 New
C
145
Covestor
United Kingdom
$1K +$460 +9 +450%
MCM
146
Manchester Capital Management
Vermont
$1K +$665 +13 +130%
AF
147
Allworth Financial
California
$1K +$1.23K +24 New
TPCW
148
TD Private Client Wealth
New York
$604 – – –
PWP
149
Principle Wealth Partners
Connecticut
$554 – – –
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$205 -$33.6K -657 -14%
3 4 5
6
7

WASH Hedge Fund Activity: Q3 2022 in Review

149 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2022, worth a combined $576M — down 4% from $600M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WASH positions and 9 closed out — a net gain of 11 holders — while 51 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.27M. The largest seller was JP Morgan Chase, cutting an estimated $6.08M.

  • 149 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2022, up from 138 in Q2 2022.
  • Funds reported $576M of Washington Trust Bancorp stock for Q3 2022, down 4% quarter-over-quarter.
  • 20 funds opened new Washington Trust Bancorp positions in Q3 2022 and 9 closed out, a net change of +11 holders.
  • The largest Washington Trust Bancorp buyer in Q3 2022 was Fidelity Investments, an estimated $3.27M added.
  • The largest Washington Trust Bancorp seller in Q3 2022 was JP Morgan Chase, an estimated $6.08M sold.

Based on aggregated 13F filings for Q3 2022.