We are live on ! Find out more
WASH icon

Washington Trust Bancorp

138 hedge funds and large institutions have $558M invested in Washington Trust Bancorp in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

49% more capital invested

Capital invested by funds: $374M → $558M (+$185M)

14% more funds holding

Funds holding: 121138 (+17)

1.6% more ownership

Funds ownership: 70.58%72.19% (+1.6%)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

Holders
138
Holders Change
+17
Holders Change %
+14.05%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
38
Reduced
44
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$68.8M +$1.5M +38,797 +3%
Franklin Resources
2
Franklin Resources
California
$46.7M +$8.82M +228,598 +28%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.1M +$1.12M +29,049 +3%
Principal Financial Group
4
Principal Financial Group
Iowa
$36.2M -$3.61M -93,579 -10%
CIP
5
Champlain Investment Partners
Vermont
$32.9M +$832K +21,565 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$32.4M -$513K -13,285 -2%
WT
7
Washington Trust
Rhode Island
$31.2M -$359K -9,305 -1%
JP Morgan Chase
8
JP Morgan Chase
New York
$24.6M +$1.58M +40,837 +8%
State Street
9
State Street
Massachusetts
$18.7M +$1.94M +50,358 +14%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$16.4M +$129K +3,334 +0.9%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.2M -$138K -3,571 -1%
BTW
12
Boston Trust Walden
Massachusetts
$14.5M +$2.42M +62,667 +24%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$11.9M +$137K +3,550 +1%
Renaissance Technologies
14
Renaissance Technologies
New York
$9.96M -$2.4M -62,200 -22%
ProShare Advisors
15
ProShare Advisors
Maryland
$9.45M -$712K -18,448 -8%
Northern Trust
16
Northern Trust
Illinois
$9.13M -$334K -8,667 -4%
TAM
17
Third Avenue Management
New York
$8.19M +$571K +14,806 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.34M +$652K +16,888 +11%
SFM
19
Systematic Financial Management
New Jersey
$7.23M -$248K -6,434 -4%
Norges Bank
20
Norges Bank
Norway
$7.13M -$822K -21,305 -12%
DMC
21
Drexel Morgan & Co
Pennsylvania
$5.2M
Charles Schwab
22
Charles Schwab
California
$5.07M +$81.7K +2,117 +2%
N
23
Nuveen
North Carolina
$4.72M -$225K -5,820 -5%
EWM
24
Endurance Wealth Management
Rhode Island
$4.46M -$38.6K -1,000 -1%
FP
25
Foundry Partners
Minnesota
$4.04M +$140K +3,615 +4%

WASH Hedge Fund Activity: Q4 2020 in Review

138 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2020, worth a combined $558M — up 49% from $374M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WASH positions and 8 closed out — a net gain of 17 holders — while 38 added to existing stakes and 44 trimmed.

The largest buyer was Franklin Resources, adding an estimated $8.82M. The largest seller was Principal Financial Group, cutting an estimated $3.61M.

  • 138 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2020, up from 121 in Q3 2020.
  • Funds reported $558M of Washington Trust Bancorp stock for Q4 2020, up 49% quarter-over-quarter.
  • 25 funds opened new Washington Trust Bancorp positions in Q4 2020 and 8 closed out, a net change of +17 holders.
  • The largest Washington Trust Bancorp buyer in Q4 2020 was Franklin Resources, an estimated $8.82M added.
  • The largest Washington Trust Bancorp seller in Q4 2020 was Principal Financial Group, an estimated $3.61M sold.

Based on aggregated 13F filings for Q4 2020.