Washington Trust Bancorp
WASH
129 hedge funds and large institutions have $294M invested in Washington Trust Bancorp in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2% more call options, than puts
Call options by funds: $92K | Put options by funds: $90K
1% less funds holding
Funds holding: 130 → 129 (-1)
5% less capital invested
Capital invested by funds: $308M → $294M (-$14.7M)
3.8% less ownership
Funds ownership: 69.17% → 65.37% (-3.8%)
21% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 53
Top Buyers
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$4.46M |
| 2 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$2.72M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.63M |
| 4 |
TAM
Third Avenue Management
New York
|
+$2.59M |
| 5 |
BlackRock
New York
|
+$1.52M |
Top Sellers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.19M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$3.36M |
| 3 |
Millennium Management
New York
|
-$2.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.57M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Nisa Investment Advisors
St. Louis,
Missouri
| $790 | -$457 | -16 | -35% |
|
|
GWS
127
Glassman Wealth Services
Vienna,
Virginia
| $500 | -$742 | -26 | -58% |
|
|
EWA
128
EverSource Wealth Advisors
Birmingham,
Alabama
| $474 | +$514 | +18 | New |
|
|
MPWT
129
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $474 | +$514 | +18 | New |
|
|
EWA
130
EP Wealth Advisors
Torrance,
California
| – | -$214K | -308,217 | Closed |
|
|
SWA
131
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$1.06M | -39,450 | Closed |
|
132
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$497K | -18,535 | Closed |
|
133
Franklin Resources
San Mateo,
California
| – | -$449K | -16,738 | Closed |
|
|
SIG
134
Sargent Investment Group
Bethesda,
Maryland
| – | -$292K | -10,900 | Closed |
|
|
QT
135
Quantbot Technologies
New York
| – | -$182K | -6,780 | Closed |
|
|
FDCC
136
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| – | -$2K | -59 | Closed |
|
|
VCM
137
Versant Capital Management
Phoenix,
Arizona
| – | -$858 | -32 | Closed |
|
WASH Hedge Fund Activity: Q3 2023 in Review
129 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2023, worth a combined $294M — down 4.8% from $308M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WASH positions and 8 closed out — a net gain of 1 holder — while 42 added to existing stakes and 53 trimmed.
The largest buyer was AQR Capital Management, opening a new position worth an estimated $4.46M. The largest seller was Bank of Montreal, cutting an estimated $5.19M.
- 129 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2023, down from 130 in Q2 2023.
- Funds reported $294M of Washington Trust Bancorp stock for Q3 2023, down 4.8% quarter-over-quarter.
- 9 funds opened new Washington Trust Bancorp positions in Q3 2023 and 8 closed out, a net change of +1 holder.
- The largest Washington Trust Bancorp buyer in Q3 2023 was AQR Capital Management, an estimated $4.46M added.
- The largest Washington Trust Bancorp seller in Q3 2023 was Bank of Montreal, an estimated $5.19M sold.
Based on aggregated 13F filings for Q3 2023.