We are live on ! Find out more
WASH icon

Washington Trust Bancorp
WASH

118 hedge funds and large institutions have $464M invested in Washington Trust Bancorp in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0.3% more ownership

Funds ownership: 72.72% → 73.02% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 125 → 118 (-7)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

32% less capital invested

Capital invested by funds: $681M → $464M (-$217M)

Holders
118
Holders Change
-7
Holders Change %
-5.6%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
39
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DMC
Drexel Morgan & Co
Pennsylvania
+$5.25M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.44M
3
Millennium Management
Millennium Management
New York
+$2.41M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.68M
5
BlackRock
BlackRock
New York
+$1.51M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.55M
2
Principal Financial Group
Principal Financial Group
Iowa
-$3.02M
3
SFM
Systematic Financial Management
New Jersey
-$1.45M
4
OAM
Oxford Asset Management
United Kingdom
-$1.42M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$68.3M -$9.55M -211,084 -10%
BlackRock
2
BlackRock
New York
$43.8M +$1.51M +33,399 +3%
Principal Financial Group
3
Principal Financial Group
Iowa
$37M -$3.02M -66,796 -6%
CIP
4
Champlain Investment Partners
Vermont
$31.5M +$287K +6,335 +0.7%
WT
5
Washington Trust
Rhode Island
$29.8M -$148K -3,266 -0.4%
Franklin Resources
6
Franklin Resources
California
$29.6M +$758K +16,766 +2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$28.6M +$1.29M +28,515 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$26.6M +$462K +10,217 +1%
Renaissance Technologies
9
Renaissance Technologies
New York
$17.3M -$769K -17,000 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$13.6M +$3.44M +76,080 +26%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.7M -$1.38M -30,513 -8%
State Street
12
State Street
Massachusetts
$12.4M +$105K +2,321 +0.7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.49M +$740K +16,369 +8%
BTW
14
Boston Trust Walden
Massachusetts
$8.36M +$345K +7,629 +3%
Northern Trust
15
Northern Trust
Illinois
$7.39M +$61K +1,348 +0.7%
Norges Bank
16
Norges Bank
Norway
$6.78M – – –
SFM
17
Systematic Financial Management
New Jersey
$6.23M -$1.45M -32,088 -16%
DMC
18
Drexel Morgan & Co
Pennsylvania
$4.25M +$5.25M +116,123 New
EWM
19
Endurance Wealth Management
Rhode Island
$3.67M – – –
Charles Schwab
20
Charles Schwab
California
$3.44M +$77.8K +1,721 +2%
RJA
21
Raymond James & Associates
Florida
$3.34M -$53K -1,171 -1%
FP
22
Foundry Partners
Minnesota
$3.24M -$48.6K -1,075 -1%
Victory Capital Management
23
Victory Capital Management
Texas
$3.08M +$1.68M +37,158 +79%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.68M -$6.24K -138 -0.2%
NERM
25
New England Research & Management
Illinois
$2.6M – – –
1
2 3 4 5

WASH Hedge Fund Activity: Q1 2020 in Review

118 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q1 2020, worth a combined $464M — down 32% from $681M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WASH and 12 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 39 added.

The largest buyer was Drexel Morgan & Co, opening a new position worth an estimated $5.25M. The largest seller was Bank of New York Mellon, cutting an estimated $9.55M.

  • 118 institutional investors held Washington Trust Bancorp (WASH) as of Q1 2020, down from 125 in Q4 2019.
  • Funds reported $464M of Washington Trust Bancorp stock for Q1 2020, down 32% quarter-over-quarter.
  • 12 funds opened new Washington Trust Bancorp positions in Q1 2020 and 17 closed out, a net change of -5 holders.
  • The largest Washington Trust Bancorp buyer in Q1 2020 was Drexel Morgan & Co, an estimated $5.25M added.
  • The largest Washington Trust Bancorp seller in Q1 2020 was Bank of New York Mellon, an estimated $9.55M sold.

Based on aggregated 13F filings for Q1 2020.