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Washington Trust Bancorp

128 hedge funds and large institutions have $371M invested in Washington Trust Bancorp in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

990% more call options, than puts

Call options by funds: $534K | Put options by funds: $49K

26% more capital invested

Capital invested by funds: $294M → $371M (+$77.2M)

1.8% more ownership

Funds ownership: 65.37%67.18% (+1.8%)

1% less funds holding

Funds holding: 129128 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
38
Reduced
50
Closed
17
Calls
$534K
Puts
$49K
Net Calls
+$485K
Net Calls Change
+$483K
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
126
Glassman Wealth Services
Virginia
$615
PS
127
Principal Securities
Iowa
$324 +$272 +10 New
FP
128
Foundry Partners
Minnesota
-$2M -75,870 Closed
Stifel Financial
129
Stifel Financial
Missouri
-$1.07M -40,495 Closed
Wellington Management Group
130
Wellington Management Group
Massachusetts
-$561K -21,300 Closed
Norges Bank
131
Norges Bank
Norway
-$415K -15,779 Closed
KA
132
Kerrisdale Advisers
Florida
-$388K -14,751 Closed
Jane Street
133
Jane Street
New York
-$337K -12,787 Closed
ECM
134
Evergreen Capital Management
Washington
-$284K -10,579 Closed
BP
135
Ballentine Partners
Massachusetts
-$249K -9,467 Closed
CSS
136
Cubist Systematic Strategies
Connecticut
-$246K -9,329 Closed
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
-$257K -8,945 Closed
HPC
138
HM Payson & Co
Maine
-$44.5K -1,690 Closed
GWM
139
Geneos Wealth Management
Colorado
-$13.2K -500 Closed
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
-$9.61K -365 Closed
First Manhattan
141
First Manhattan
New York
-$7.9K -300 Closed
BAAM
142
Baker Avenue Asset Management
California
-$869 -33 Closed
C
143
Covestor
United Kingdom
-$544 -20 -67%
EWA
144
EverSource Wealth Advisors
Alabama
-$474 -18 Closed
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
-$474 -18 Closed

WASH Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2023, worth a combined $371M — up 26% from $294M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WASH and 16 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 38 added.

The largest buyer was Invesco, adding an estimated $6.59M. The largest seller was Third Avenue Management, cutting an estimated $2.61M.

  • 128 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2023, down from 129 in Q3 2023.
  • Funds reported $371M of Washington Trust Bancorp stock for Q4 2023, up 26% quarter-over-quarter.
  • 16 funds opened new Washington Trust Bancorp positions in Q4 2023 and 17 closed out, a net change of -1 holder.
  • The largest Washington Trust Bancorp buyer in Q4 2023 was Invesco, an estimated $6.59M added.
  • The largest Washington Trust Bancorp seller in Q4 2023 was Third Avenue Management, an estimated $2.61M sold.

Based on aggregated 13F filings for Q4 2023.