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Washington Trust Bancorp

121 hedge funds and large institutions have $374M invested in Washington Trust Bancorp in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.02% less ownership

Funds ownership: 72.6%70.58% (-2%)

4% less funds holding

Funds holding: 126121 (-5)

9% less capital invested

Capital invested by funds: $411M → $374M (-$37.9M)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
37
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$45.9M -$642K -19,493 -1%
Principal Financial Group
2
Principal Financial Group
Iowa
$27.6M -$1.82M -55,307 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.5M +$603K +18,300 +2%
Franklin Resources
4
Franklin Resources
California
$24.9M +$44.4K +1,348 +0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$22.6M +$224K +6,797 +0.9%
CIP
6
Champlain Investment Partners
Vermont
$21.9M -$4.31M -130,745 -15%
WT
7
Washington Trust
Rhode Island
$21.6M -$722K -21,936 -3%
JP Morgan Chase
8
JP Morgan Chase
New York
$16M +$1.92M +58,271 +13%
State Street
9
State Street
Massachusetts
$11.3M -$272K -8,245 -2%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$11.1M +$4.11M +124,762 +52%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M -$170K -5,173 -1%
Renaissance Technologies
12
Renaissance Technologies
New York
$8.72M -$3.14M -95,368 -25%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.05M +$254K +7,725 +3%
BTW
14
Boston Trust Walden
Massachusetts
$8.03M +$380K +11,548 +5%
ProShare Advisors
15
ProShare Advisors
Maryland
$7.03M +$388K +11,786 +5%
Northern Trust
16
Northern Trust
Illinois
$6.52M -$176K -5,337 -2%
Norges Bank
17
Norges Bank
Norway
$5.54M -$166K -5,033 -3%
TAM
18
Third Avenue Management
New York
$5.15M +$3.36M +102,105 +155%
SFM
19
Systematic Financial Management
New Jersey
$5.14M +$247K +7,486 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.51M -$8.04M -244,117 -62%
DMC
21
Drexel Morgan & Co
Pennsylvania
$3.56M
N
22
Nuveen
North Carolina
$3.41M +$57.9K +1,758 +2%
Charles Schwab
23
Charles Schwab
California
$3.4M +$261K +7,928 +8%
EWM
24
Endurance Wealth Management
Rhode Island
$3.08M
RJA
25
Raymond James & Associates
Florida
$2.75M -$101K -3,064 -3%

WASH Hedge Fund Activity: Q3 2020 in Review

121 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2020, worth a combined $374M — down 9.2% from $411M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WASH and 13 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 37 added.

The largest buyer was Russell Investments Group, adding an estimated $4.11M. The largest seller was Bank of New York Mellon, cutting an estimated $8.04M.

  • 121 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2020, down from 126 in Q2 2020.
  • Funds reported $374M of Washington Trust Bancorp stock for Q3 2020, down 9.2% quarter-over-quarter.
  • 13 funds opened new Washington Trust Bancorp positions in Q3 2020 and 16 closed out, a net change of -3 holders.
  • The largest Washington Trust Bancorp buyer in Q3 2020 was Russell Investments Group, an estimated $4.11M added.
  • The largest Washington Trust Bancorp seller in Q3 2020 was Bank of New York Mellon, an estimated $8.04M sold.

Based on aggregated 13F filings for Q3 2020.