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Washington Trust Bancorp

121 hedge funds and large institutions have $499M invested in Washington Trust Bancorp in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $489M → $499M (+$10.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

0.05% less ownership

Funds ownership: 59.48%59.43% (-0.05%)

4% less funds holding

Funds holding: 126121 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
36
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$53.4M -$1.17M -22,854 -2%
Principal Financial Group
2
Principal Financial Group
Iowa
$50.5M +$468K +9,104 +0.9%
WT
3
Washington Trust
Rhode Island
$43.9M -$448K -8,722 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.7M +$707K +13,772 +2%
CIP
5
Champlain Investment Partners
Vermont
$36.1M +$968K +18,845 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$35.2M +$46K +895 +0.1%
Franklin Resources
7
Franklin Resources
California
$33.8M +$10.1M +196,000 +39%
Renaissance Technologies
8
Renaissance Technologies
New York
$23.8M +$693K +13,500 +3%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.4M -$8.42M -163,837 -25%
State Street
10
State Street
Massachusetts
$17.3M +$118K +2,305 +0.7%
JP Morgan Chase
11
JP Morgan Chase
New York
$13.1M -$614K -11,957 -4%
SFM
12
Systematic Financial Management
New Jersey
$10.7M -$419K -8,164 -4%
BTW
13
Boston Trust Walden
Massachusetts
$10.6M +$393K +7,648 +4%
Northern Trust
14
Northern Trust
Illinois
$9.53M +$8.89K +173 +0.1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$9.33M +$726K +14,142 +8%
Norges Bank
16
Norges Bank
Norway
$8.93M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.7M +$53.2K +1,035 +0.9%
EWM
18
Endurance Wealth Management
Rhode Island
$4.55M -$1.03K -20 -0%
Charles Schwab
19
Charles Schwab
California
$4.13M +$64.7K +1,259 +1%
RJA
20
Raymond James & Associates
Florida
$3.53M +$110K +2,141 +3%
NERM
21
New England Research & Management
Illinois
$3.48M -$12.8K -250 -0.3%
Victory Capital Management
22
Victory Capital Management
Texas
$3.27M +$2M +38,920 +134%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.2M -$197K -3,833 -5%
TA
24
Teton Advisors
New York
$2.92M
FP
25
Foundry Partners
Minnesota
$2.84M -$56.5K -1,100 -2%

WASH Hedge Fund Activity: Q1 2019 in Review

121 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q1 2019, worth a combined $499M — up 2.1% from $489M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WASH and 13 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 36 added.

The largest buyer was Franklin Resources, adding an estimated $10.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $8.42M.

  • 121 institutional investors held Washington Trust Bancorp (WASH) as of Q1 2019, down from 126 in Q4 2018.
  • Funds reported $499M of Washington Trust Bancorp stock for Q1 2019, up 2.1% quarter-over-quarter.
  • 13 funds opened new Washington Trust Bancorp positions in Q1 2019 and 16 closed out, a net change of -3 holders.
  • The largest Washington Trust Bancorp buyer in Q1 2019 was Franklin Resources, an estimated $10.1M added.
  • The largest Washington Trust Bancorp seller in Q1 2019 was Manulife (Manufacturers Life Insurance), an estimated $8.42M sold.

Based on aggregated 13F filings for Q1 2019.