Washington Trust Bancorp
WASH
146 hedge funds and large institutions have $658M invested in Washington Trust Bancorp in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 11 closing their positions.
148% more call options, than puts
Call options by funds: $792K | Put options by funds: $320K
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
1% more funds holding
Funds holding: 145 → 146 (+1)
0.34% more ownership
Funds ownership: 72.07% → 72.4% (+0.34%)
4% less capital invested
Capital invested by funds: $684M → $658M (-$26.7M)
22% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 59
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.54M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$4.71M |
| 3 |
State Street
Boston,
Massachusetts
|
+$3.76M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.08M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$1.28M |
Top Sellers
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$13.9M |
| 2 |
BlackRock
New York
|
-$1.7M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$1.46M |
| 4 |
JP Morgan Chase
New York
|
-$1.09M |
| 5 |
DBG
De Burlo Group
Boston,
Massachusetts
|
-$893K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
SG Americas Securities
New York
| – | -$170K | -3,023 | Closed |
|
152
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$36K | -645 | -99% |
|
|
RPCONE
153
Retirement Planning Company of New England
Warwick,
Rhode Island
| – | -$16K | -300 | Closed |
|
|
CWC
154
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$1K | -22 | Closed |
|
|
AFG
155
Albion Financial Group
Salt Lake City,
Utah
| – | -$503 | -9 | -50% |
|
WASH Hedge Fund Activity: Q1 2022 in Review
146 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q1 2022, worth a combined $658M — down 3.9% from $684M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WASH positions and 11 closed out — a net gain of 2 holders — while 46 added to existing stakes and 59 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $8.54M. The largest seller was Champlain Investment Partners, cutting an estimated $13.9M.
- 146 institutional investors held Washington Trust Bancorp (WASH) as of Q1 2022, up from 145 in Q4 2021.
- Funds reported $658M of Washington Trust Bancorp stock for Q1 2022, down 3.9% quarter-over-quarter.
- 13 funds opened new Washington Trust Bancorp positions in Q1 2022 and 11 closed out, a net change of +2 holders.
- The largest Washington Trust Bancorp buyer in Q1 2022 was Fidelity Investments, an estimated $8.54M added.
- The largest Washington Trust Bancorp seller in Q1 2022 was Champlain Investment Partners, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2022.