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Washington Trust Bancorp
WASH

131 hedge funds and large institutions have $524M invested in Washington Trust Bancorp in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

9% more funds holding

Funds holding: 120 → 131 (+11)

0.89% more ownership

Funds ownership: 56.45% → 57.34% (+0.89%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

6% less capital invested

Capital invested by funds: $556M → $524M (-$31.5M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
40
Reduced
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$5.69M
2
Millennium Management
Millennium Management
New York
+$2.75M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$987K
5
CIP
Champlain Investment Partners
Vermont
+$909K

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$3.11M
2
Principal Financial Group
Principal Financial Group
Iowa
-$1.87M
3
BFC
Banc Funds Company
Illinois
-$776K
4
EWM
Evercore Wealth Management
New York
-$736K
5
GCP
GSA Capital Partners
United Kingdom
-$657K
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$57.4M -$1.87M -33,725 -3%
BlackRock
2
BlackRock
New York
$56.2M +$278K +5,013 +0.5%
CIP
3
Champlain Investment Partners
Vermont
$45.9M +$909K +16,395 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$37.5M +$355K +6,407 +0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.6M +$1.5M +27,120 +4%
Northern Trust
6
Northern Trust
Illinois
$27.8M -$193K -3,487 -0.7%
WT
7
Washington Trust
Rhode Island
$25.3M -$631K -11,381 -2%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.7M +$12.3K +222 +0%
Franklin Resources
9
Franklin Resources
California
$23.1M -$3.11M -56,134 -11%
Renaissance Technologies
10
Renaissance Technologies
New York
$22.5M +$139K +2,500 +0.6%
State Street
11
State Street
Massachusetts
$20.7M +$5.69M +102,652 +36%
JP Morgan Chase
12
JP Morgan Chase
New York
$12.5M +$987K +17,799 +8%
Norges Bank
13
Norges Bank
Norway
$11.8M +$766K +13,811 +7%
SFM
14
Systematic Financial Management
New Jersey
$7.92M -$299K -5,398 -4%
BTW
15
Boston Trust Walden
Massachusetts
$7.73M -$180K -3,239 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.2M +$152K +2,733 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.2M +$12.9K +232 +0.2%
EWM
18
Endurance Wealth Management
Rhode Island
$5.06M -$654K -11,793 -11%
FP
19
Foundry Partners
Minnesota
$4.16M -$176K -3,175 -4%
Charles Schwab
20
Charles Schwab
California
$4.14M +$357K +6,442 +9%
NERM
21
New England Research & Management
Illinois
$3.95M +$22.2K +400 +0.5%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$3.75M +$492K +8,875 +14%
GC
23
Guggenheim Capital
Illinois
$3.59M -$217K -3,921 -5%
RJA
24
Raymond James & Associates
Florida
$3.58M -$17.2K -310 -0.5%
TA
25
Teton Advisors
New York
$3.2M – – –
1
2 3 4 5

WASH Hedge Fund Activity: Q4 2017 in Review

131 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2017, worth a combined $524M — down 5.7% from $556M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WASH positions and 8 closed out — a net gain of 11 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was State Street, adding an estimated $5.69M. The largest seller was Franklin Resources, cutting an estimated $3.11M.

  • 131 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2017, up from 120 in Q3 2017.
  • Funds reported $524M of Washington Trust Bancorp stock for Q4 2017, down 5.7% quarter-over-quarter.
  • 19 funds opened new Washington Trust Bancorp positions in Q4 2017 and 8 closed out, a net change of +11 holders.
  • The largest Washington Trust Bancorp buyer in Q4 2017 was State Street, an estimated $5.69M added.
  • The largest Washington Trust Bancorp seller in Q4 2017 was Franklin Resources, an estimated $3.11M sold.

Based on aggregated 13F filings for Q4 2017.