We are live on ! Find out more
WASH icon

Washington Trust Bancorp

91 hedge funds and large institutions have $261M invested in Washington Trust Bancorp in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

8% more capital invested

Capital invested by funds: $243M → $261M (+$18.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 9691 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
36
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.2M +$128K +4,100 +0.3%
CIP
2
Champlain Investment Partners
Vermont
$27.3M +$52.2K +1,670 +0.2%
Northern Trust
3
Northern Trust
Illinois
$16.2M +$493K +15,761 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16M +$159K +5,096 +1%
WT
5
Washington Trust
Rhode Island
$15.9M +$252K +8,056 +2%
BIT
6
BlackRock Institutional Trust
California
$15.6M -$168K -5,367 -1%
EAM
7
Edge Asset Management
Washington
$14M +$7.71M +246,787 +114%
BFA
8
BlackRock Fund Advisors
California
$13.1M +$1.35M +43,314 +12%
Vanguard Group
9
Vanguard Group
Pennsylvania
$12.3M +$142K +4,545 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.85M -$768K -24,582 -8%
State Street
11
State Street
Massachusetts
$7.66M +$26.2K +837 +0.3%
SFM
12
Systematic Financial Management
New Jersey
$7.29M -$113K -3,620 -2%
Norges Bank
13
Norges Bank
Norway
$5.07M
Renaissance Technologies
14
Renaissance Technologies
New York
$4.93M +$1.15M +36,668 +31%
LSV Asset Management
15
LSV Asset Management
Illinois
$4.76M -$65.6K -2,100 -1%
Principal Financial Group
16
Principal Financial Group
Iowa
$3.3M +$967K +30,946 +42%
JP Morgan Chase
17
JP Morgan Chase
New York
$3.07M +$451K +14,432 +17%
DMC
18
Drexel Morgan & Co
Pennsylvania
$2.86M
Goldman Sachs
19
Goldman Sachs
New York
$2.52M +$25.3K +811 +1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.41M +$225K +7,194 +10%
TA
21
Teton Advisors
New York
$2.16M +$12.5K +400 +0.6%
TCIM
22
TIAA CREF Investment Management
New York
$2.14M -$106K -3,400 -5%
EWM
23
Endurance Wealth Management
Rhode Island
$1.81M +$4.94K +158 +0.3%
CIC
24
Cornercap Investment Counsel
Georgia
$1.78M -$478K -15,285 -21%
BIM
25
BlackRock Investment Management
Delaware
$1.6M +$7.41K +237 +0.5%

WASH Hedge Fund Activity: Q3 2013 in Review

91 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2013, worth a combined $261M — up 7.7% from $243M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of WASH and 5 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 36 added.

The largest buyer was Edge Asset Management, adding an estimated $7.71M. The largest seller was Bradley Foster & Sargent, exiting entirely with an estimated $2.84M sold.

  • 91 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2013, down from 96 in Q2 2013.
  • Funds reported $261M of Washington Trust Bancorp stock for Q3 2013, up 7.7% quarter-over-quarter.
  • 5 funds opened new Washington Trust Bancorp positions in Q3 2013 and 9 closed out, a net change of -4 holders.
  • The largest Washington Trust Bancorp buyer in Q3 2013 was Edge Asset Management, an estimated $7.71M added.
  • The largest Washington Trust Bancorp seller in Q3 2013 was Bradley Foster & Sargent, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2013.