Washington Trust Bancorp
WASH
136 hedge funds and large institutions have $663M invested in Washington Trust Bancorp in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 16 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 42
3% more capital invested
Capital invested by funds: $645M → $663M (+$17.5M)
0.42% less ownership
Funds ownership: 72.61% → 72.18% (-0.42%)
4% less funds holding
Funds holding: 142 → 136 (-6)
24% less call options, than puts
Call options by funds: $402K | Put options by funds: $530K
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.19M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.43M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.35M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$1.04M |
Top Sellers
| 1 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
-$5.96M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$4.76M |
| 3 |
BlackRock
New York
|
-$3.97M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2.48M |
| 5 |
Morgan Stanley
New York
|
-$2.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$8K | -165 | Closed |
|
|
SL
152
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$2K | -35 | Closed |
|
WASH Hedge Fund Activity: Q3 2021 in Review
136 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2021, worth a combined $663M — up 2.7% from $645M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of WASH and 11 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 45 added.
The largest buyer was Fidelity Investments, adding an estimated $18.9M. The largest seller was Haverford Trust Company, exiting entirely with an estimated $5.96M sold.
- 136 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2021, down from 142 in Q2 2021.
- Funds reported $663M of Washington Trust Bancorp stock for Q3 2021, up 2.7% quarter-over-quarter.
- 11 funds opened new Washington Trust Bancorp positions in Q3 2021 and 16 closed out, a net change of -5 holders.
- The largest Washington Trust Bancorp buyer in Q3 2021 was Fidelity Investments, an estimated $18.9M added.
- The largest Washington Trust Bancorp seller in Q3 2021 was Haverford Trust Company, an estimated $5.96M sold.
Based on aggregated 13F filings for Q3 2021.