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Washington Trust Bancorp

98 hedge funds and large institutions have $308M invested in Washington Trust Bancorp in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $261M → $308M (+$46.8M)

8% more funds holding

Funds holding: 9198 (+7)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
33
Reduced
31
Closed
4
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
$47.5M -$59.6K -1,740 -0.1%
CIP
2
Champlain Investment Partners
Vermont
$33.1M +$732K +21,345 +2%
Northern Trust
3
Northern Trust
Illinois
$19.3M +$164K +4,797 +0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.3M +$287K +8,359 +2%
WT
5
Washington Trust
Rhode Island
$18.6M -$146K -4,270 -0.8%
BIT
6
BlackRock Institutional Trust
California
$18M -$433K -12,633 -3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$15.1M +$520K +15,166 +4%
BFA
8
BlackRock Fund Advisors
California
$14.9M -$582K -16,972 -4%
EAM
9
Edge Asset Management
Washington
$12.8M -$4.09M -119,276 -26%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$10.8M +$259K +7,557 +3%
State Street
11
State Street
Massachusetts
$9.11M +$43.5K +1,269 +0.5%
SFM
12
Systematic Financial Management
New Jersey
$8.36M -$249K -7,259 -3%
Renaissance Technologies
13
Renaissance Technologies
New York
$6.87M +$951K +27,732 +18%
Norges Bank
14
Norges Bank
Norway
$6M
LSV Asset Management
15
LSV Asset Management
Illinois
$5.29M -$317K -9,246 -6%
Principal Financial Group
16
Principal Financial Group
Iowa
$4.89M +$905K +26,410 +25%
DMC
17
Drexel Morgan & Co
Pennsylvania
$3.39M
JP Morgan Chase
18
JP Morgan Chase
New York
$3.23M -$367K -10,713 -11%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.04M +$174K +5,065 +7%
TCIM
20
TIAA CREF Investment Management
New York
$2.69M +$141K +4,108 +6%
TA
21
Teton Advisors
New York
$2.55M
EWM
22
Endurance Wealth Management
Rhode Island
$2.08M -$52.7K -1,538 -3%
CIC
23
Cornercap Investment Counsel
Georgia
$2.04M -$67.4K -1,965 -3%
BIM
24
BlackRock Investment Management
Delaware
$1.84M -$55.1K -1,608 -3%
PP
25
Prospector Partners
Connecticut
$1.72M

WASH Hedge Fund Activity: Q4 2013 in Review

98 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2013, worth a combined $308M — up 18% from $261M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WASH positions and 4 closed out — a net gain of 7 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $951K. The largest seller was Edge Asset Management, cutting an estimated $4.09M.

  • 98 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2013, up from 91 in Q3 2013.
  • Funds reported $308M of Washington Trust Bancorp stock for Q4 2013, up 18% quarter-over-quarter.
  • 11 funds opened new Washington Trust Bancorp positions in Q4 2013 and 4 closed out, a net change of +7 holders.
  • The largest Washington Trust Bancorp buyer in Q4 2013 was Renaissance Technologies, an estimated $951K added.
  • The largest Washington Trust Bancorp seller in Q4 2013 was Edge Asset Management, an estimated $4.09M sold.

Based on aggregated 13F filings for Q4 2013.