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Washington Trust Bancorp

125 hedge funds and large institutions have $681M invested in Washington Trust Bancorp in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 28

36% more capital invested

Capital invested by funds: $502M → $681M (+$179M)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

13.16% more ownership

Funds ownership: 59.56%72.72% (+13%)

2% more funds holding

Funds holding: 122125 (+3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
125
Holders Change
+3
Holders Change %
+2.46%
% of All Funds
2.46%
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
46
Reduced
28
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$112M +$101M +1,960,072 +1,645%
BlackRock
2
BlackRock
New York
$62.7M +$62.5K +1,216 +0.1%
Principal Financial Group
3
Principal Financial Group
Iowa
$58.1M +$3.75M +72,983 +7%
CIP
4
Champlain Investment Partners
Vermont
$46M +$4.08M +79,335 +10%
WT
5
Washington Trust
Rhode Island
$44M +$293K +5,690 +0.7%
Franklin Resources
6
Franklin Resources
California
$42.6M +$4.56M +88,734 +13%
Vanguard Group
7
Vanguard Group
Pennsylvania
$40.6M -$776K -15,085 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$38.6M -$425K -8,266 -1%
Renaissance Technologies
9
Renaissance Technologies
New York
$26.3M -$925K -18,000 -4%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.3M -$2.83M -55,125 -13%
State Street
11
State Street
Massachusetts
$18.1M +$1.08M +20,983 +7%
JP Morgan Chase
12
JP Morgan Chase
New York
$15.9M +$380K +7,394 +3%
BTW
13
Boston Trust Walden
Massachusetts
$11.9M +$86.6K +1,685 +0.8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$11.6M +$346K +6,729 +3%
SFM
15
Systematic Financial Management
New Jersey
$10.9M +$397K +7,728 +4%
Northern Trust
16
Northern Trust
Illinois
$10.8M -$205K -3,983 -2%
Norges Bank
17
Norges Bank
Norway
$9.98M
EWM
18
Endurance Wealth Management
Rhode Island
$5.41M +$307K +5,980 +6%
RJA
19
Raymond James & Associates
Florida
$4.97M +$170K +3,304 +4%
Charles Schwab
20
Charles Schwab
California
$4.97M +$127K +2,462 +3%
FP
21
Foundry Partners
Minnesota
$4.82M +$3.23M +62,820 +235%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$3.95M +$673K +13,096 +22%
NERM
23
New England Research & Management
Illinois
$3.82M -$7.71K -150 -0.2%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$3.59M +$3.43M +66,740 New
N
25
Nuveen
North Carolina
$3.54M -$171K -3,324 -5%

WASH Hedge Fund Activity: Q4 2019 in Review

125 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2019, worth a combined $681M — up 36% from $502M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WASH positions and 16 closed out — a net gain of 3 holders — while 46 added to existing stakes and 28 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $101M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $2.83M.

  • 125 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2019, up from 122 in Q3 2019.
  • Funds reported $681M of Washington Trust Bancorp stock for Q4 2019, up 36% quarter-over-quarter.
  • 19 funds opened new Washington Trust Bancorp positions in Q4 2019 and 16 closed out, a net change of +3 holders.
  • The largest Washington Trust Bancorp buyer in Q4 2019 was Bank of New York Mellon, an estimated $101M added.
  • The largest Washington Trust Bancorp seller in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $2.83M sold.

Based on aggregated 13F filings for Q4 2019.