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Washington Trust Bancorp

120 hedge funds and large institutions have $556M invested in Washington Trust Bancorp in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $499M → $556M (+$57.2M)

2% more funds holding

Funds holding: 118120 (+2)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.23% more ownership

Funds ownership: 56.23%56.45% (+0.23%)

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
36
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$63.6M +$848K +16,317 +1%
BlackRock
2
BlackRock
New York
$60.1M +$262K +5,029 +0.5%
CIP
3
Champlain Investment Partners
Vermont
$48.4M +$1.11M +21,371 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$39.9M -$331K -6,364 -0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$35.7M +$1.68M +32,382 +5%
Northern Trust
6
Northern Trust
Illinois
$30.1M -$33.5K -645 -0.1%
Franklin Resources
7
Franklin Resources
California
$28M
WT
8
Washington Trust
Rhode Island
$27.9M +$313K +6,011 +1%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.5M +$64K +1,230 +0.3%
Renaissance Technologies
10
Renaissance Technologies
New York
$24M -$322K -6,200 -1%
State Street
11
State Street
Massachusetts
$16.4M +$34.1K +656 +0.2%
JP Morgan Chase
12
JP Morgan Chase
New York
$12.5M -$649K -12,476 -5%
Norges Bank
13
Norges Bank
Norway
$11.9M +$3.02M +58,124 +39%
SFM
14
Systematic Financial Management
New Jersey
$8.82M +$4.84K +93 +0.1%
BTW
15
Boston Trust Walden
Massachusetts
$8.5M -$52 -1 -0%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.58M -$35.8K -689 -0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.65M -$47.5K -914 -0.8%
EWM
18
Endurance Wealth Management
Rhode Island
$6.12M -$5.25K -101 -0.1%
FP
19
Foundry Partners
Minnesota
$4.66M +$331K +6,375 +9%
NERM
20
New England Research & Management
Illinois
$4.23M +$54.6K +1,050 +1%
GC
21
Guggenheim Capital
Illinois
$4.09M -$218K -4,195 -6%
Charles Schwab
22
Charles Schwab
California
$4.09M +$201K +3,865 +6%
RJA
23
Raymond James & Associates
Florida
$3.86M +$138K +2,658 +4%
RHCA
24
Rosenthal Henry Capital Advisors
Indiana
$3.58M -$17.5K -337 -0.5%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$3.52M +$571K +10,980 +22%

WASH Hedge Fund Activity: Q3 2017 in Review

120 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2017, worth a combined $556M — up 11% from $499M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WASH positions and 9 closed out — a net gain of 2 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was Norges Bank, adding an estimated $3.02M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.1M.

  • 120 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2017, up from 118 in Q2 2017.
  • Funds reported $556M of Washington Trust Bancorp stock for Q3 2017, up 11% quarter-over-quarter.
  • 11 funds opened new Washington Trust Bancorp positions in Q3 2017 and 9 closed out, a net change of +2 holders.
  • The largest Washington Trust Bancorp buyer in Q3 2017 was Norges Bank, an estimated $3.02M added.
  • The largest Washington Trust Bancorp seller in Q3 2017 was Commonwealth Equity Services, an estimated $3.1M sold.

Based on aggregated 13F filings for Q3 2017.