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Washington Trust Bancorp

135 hedge funds and large institutions have $570M invested in Washington Trust Bancorp in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

0.61% more ownership

Funds ownership: 59.07%59.68% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $593M → $570M (-$22.4M)

2% less funds holding

Funds holding: 138135 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
135
Holders Change
-3
Holders Change %
-2.17%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
43
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$61.9M +$1.21M +20,580 +2%
Principal Financial Group
2
Principal Financial Group
Iowa
$59.3M -$95.4K -1,623 -0.2%
WT
3
Washington Trust
Rhode Island
$46.9M -$773K -13,161 -2%
CIP
4
Champlain Investment Partners
Vermont
$42.5M -$1.22M -20,705 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$40.1M -$56.9K -968 -0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$39.8M +$943K +16,045 +2%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.8M -$67.9K -1,155 -0.2%
Renaissance Technologies
8
Renaissance Technologies
New York
$26.8M +$1.9M +32,368 +7%
Franklin Resources
9
Franklin Resources
California
$23.4M
State Street
10
State Street
Massachusetts
$20.3M +$193K +3,284 +0.9%
JP Morgan Chase
11
JP Morgan Chase
New York
$15.6M +$1.42M +24,151 +9%
Norges Bank
12
Norges Bank
Norway
$11.4M
Northern Trust
13
Northern Trust
Illinois
$11.1M -$101K -1,716 -0.8%
SFM
14
Systematic Financial Management
New Jersey
$10.1M +$235K +3,999 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$9.04M +$474K +8,071 +5%
BTW
16
Boston Trust Walden
Massachusetts
$6.98M -$417K -7,091 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.54M +$145K +2,462 +2%
EWM
18
Endurance Wealth Management
Rhode Island
$5.26M
Charles Schwab
19
Charles Schwab
California
$4.7M +$184K +3,134 +4%
FP
20
Foundry Partners
Minnesota
$4.24M -$143K -2,430 -3%
NERM
21
New England Research & Management
Illinois
$4.05M -$51.9K -884 -1%
RJA
22
Raymond James & Associates
Florida
$3.97M +$57.9K +986 +1%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.83M -$29.5K -502 -0.7%
TA
24
Teton Advisors
New York
$3.32M
Morgan Stanley
25
Morgan Stanley
New York
$3.12M -$727K -12,373 -18%

WASH Hedge Fund Activity: Q3 2018 in Review

135 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2018, worth a combined $570M — down 3.8% from $593M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of WASH and 11 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 43 added.

The largest buyer was Renaissance Technologies, adding an estimated $1.9M. The largest seller was Champlain Investment Partners, cutting an estimated $1.22M.

  • 135 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2018, down from 138 in Q2 2018.
  • Funds reported $570M of Washington Trust Bancorp stock for Q3 2018, down 3.8% quarter-over-quarter.
  • 11 funds opened new Washington Trust Bancorp positions in Q3 2018 and 14 closed out, a net change of -3 holders.
  • The largest Washington Trust Bancorp buyer in Q3 2018 was Renaissance Technologies, an estimated $1.9M added.
  • The largest Washington Trust Bancorp seller in Q3 2018 was Champlain Investment Partners, an estimated $1.22M sold.

Based on aggregated 13F filings for Q3 2018.