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Washington Trust Bancorp

123 hedge funds and large institutions have $524M invested in Washington Trust Bancorp in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

54.62% more ownership

Funds ownership: 0%54.62% (+55%)

43% more capital invested

Capital invested by funds: $366M → $524M (+$158M)

8% more funds holding

Funds holding: 114123 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 45

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $163K

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
35
Reduced
45
Closed
10
Calls
Puts
$163K
Net Calls
-$163K
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1
Champlain Investment Partners
Vermont
$43.7M -$122K -2,495 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$39.4M +$1.03M +20,981 +3%
EAM
3
Edge Asset Management
Washington
$36.6M +$2.52M +51,499 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$33.5M +$1.09M +22,331 +4%
Northern Trust
5
Northern Trust
Illinois
$28M -$58.7K -1,197 -0.2%
BFA
6
BlackRock Fund Advisors
California
$27.5M +$3.65M +74,417 +18%
WT
7
Washington Trust
Rhode Island
$26.8M -$151K -3,071 -0.6%
BIT
8
BlackRock Institutional Trust
California
$26.2M -$124K -2,525 -0.5%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.7M +$196K +4,004 +1%
Renaissance Technologies
10
Renaissance Technologies
New York
$21M +$1.08M +21,932 +6%
Franklin Resources
11
Franklin Resources
California
$20.1M +$3.66M +74,661 +26%
Principal Financial Group
12
Principal Financial Group
Iowa
$19.1M +$410K +8,354 +3%
State Street
13
State Street
Massachusetts
$15.8M +$1.4M +28,495 +11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$13.1M -$7.62M -155,457 -40%
SFM
15
Systematic Financial Management
New Jersey
$8.85M -$501K -10,225 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$8.39M -$1.95M -39,803 -21%
BTW
17
Boston Trust Walden
Massachusetts
$7.89M +$6.9M +140,836 New
Norges Bank
18
Norges Bank
Norway
$7.34M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$7.23M +$326K +6,648 +5%
JP Morgan Chase
20
JP Morgan Chase
New York
$7.03M +$2.66M +54,179 +76%
EWM
21
Endurance Wealth Management
Rhode Island
$6.03M -$980 -20 -0%
FP
22
Foundry Partners
Minnesota
$5.42M +$1.12M +22,838 +31%
Morgan Stanley
23
Morgan Stanley
New York
$3.87M +$1.92M +39,189 +131%
NERM
24
New England Research & Management
Illinois
$3.78M +$216K +4,400 +7%
BIM
25
BlackRock Investment Management
Delaware
$3.54M -$34K -693 -1%

WASH Hedge Fund Activity: Q4 2016 in Review

123 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2016, worth a combined $524M — up 43% from $366M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WASH positions and 10 closed out — a net gain of 9 holders — while 35 added to existing stakes and 45 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $6.9M. The largest seller was Bank of New York Mellon, cutting an estimated $7.62M.

  • 123 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2016, up from 114 in Q3 2016.
  • Funds reported $524M of Washington Trust Bancorp stock for Q4 2016, up 43% quarter-over-quarter.
  • 19 funds opened new Washington Trust Bancorp positions in Q4 2016 and 10 closed out, a net change of +9 holders.
  • The largest Washington Trust Bancorp buyer in Q4 2016 was Boston Trust Walden, an estimated $6.9M added.
  • The largest Washington Trust Bancorp seller in Q4 2016 was Bank of New York Mellon, an estimated $7.62M sold.

Based on aggregated 13F filings for Q4 2016.