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Washington Trust Bancorp

144 hedge funds and large institutions have $557M invested in Washington Trust Bancorp in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $481K | Put options by funds: $141K

42% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 38

1.2% more ownership

Funds ownership: 72.23%73.43% (+1.2%)

3% less capital invested

Capital invested by funds: $576M → $557M (-$19M)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 149144 (-5)

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
54
Reduced
38
Closed
18
Calls
$481K
Puts
$141K
Net Calls
+$340K
Net Calls Change
+$336K
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
126
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.4K
Dimensional Fund Advisors
127
Dimensional Fund Advisors
Texas
$38.5K +$1.7M +35,446 +5%
MCC
128
Money Concepts Capital
Florida
$33.9K
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$33K -$1.35K -28 -4%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$25K +$962 +20 +4%
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$17.2K +$17.6K +365 New
First Manhattan
132
First Manhattan
New York
$14.2K
US Bancorp
133
US Bancorp
Minnesota
$14K +$577 +12 +4%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$12K -$17.1K -355 -59%
TRCT
135
Tower Research Capital (TRC)
New York
$7K -$221K -4,599 -97%
S
136
SignatureFD
Georgia
$4.81K -$721 -15 -13%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$2K
FFA
138
Farther Finance Advisors
California
$1.65K +$1.68K +35 New
PA
139
Parallel Advisors
California
$1.37K -$2.6K -54 -65%
LC
140
Lindbrook Capital
California
$1.13K +$1.15K +24 New
NA
141
NewEdge Advisors
Louisiana
$1.13K +$1.15K +24 New
C
142
Covestor
United Kingdom
$1K
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$896 +$914 +19 New
MCM
144
Manchester Capital Management
Vermont
$849 -$240 -5 -22%
Two Sigma Investments
145
Two Sigma Investments
New York
-$843K -18,140 Closed
Marshall Wace
146
Marshall Wace
United Kingdom
-$657K -14,134 Closed
QC
147
Quadrature Capital
United Kingdom
-$521K -11,201 Closed
HF
148
HRT Financial
New York
-$437K -9,421 Closed
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
-$295K -6,338 Closed
D.E. Shaw & Co
150
D.E. Shaw & Co
New York
-$282K -6,059 Closed

WASH Hedge Fund Activity: Q4 2022 in Review

144 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2022, worth a combined $557M — down 3.3% from $576M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WASH and 17 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 54 added.

The largest buyer was Millennium Management, adding an estimated $4.08M. The largest seller was Victory Capital Management, cutting an estimated $3.58M.

  • 144 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2022, down from 149 in Q3 2022.
  • Funds reported $557M of Washington Trust Bancorp stock for Q4 2022, down 3.3% quarter-over-quarter.
  • 17 funds opened new Washington Trust Bancorp positions in Q4 2022 and 18 closed out, a net change of -1 holder.
  • The largest Washington Trust Bancorp buyer in Q4 2022 was Millennium Management, an estimated $4.08M added.
  • The largest Washington Trust Bancorp seller in Q4 2022 was Victory Capital Management, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2022.