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Washington Trust Bancorp

137 hedge funds and large institutions have $652M invested in Washington Trust Bancorp in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $645K | Put options by funds: $516K

17% more capital invested

Capital invested by funds: $558M → $652M (+$93.7M)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

0.92% more ownership

Funds ownership: 72.19%73.11% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 138137 (-1)

Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
46
Reduced
43
Closed
16
Calls
$645K
Puts
$516K
Net Calls
+$129K
Net Calls Change
+$129K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$85.3M +$5.61M +115,758 +8%
Franklin Resources
2
Franklin Resources
California
$55.4M +$1.58M +32,510 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.8M +$558K +11,499 +1%
CIP
4
Champlain Investment Partners
Vermont
$38.5M +$494K +10,180 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36M -$1.23M -25,448 -4%
WT
6
Washington Trust
Rhode Island
$35.6M -$239K -4,924 -0.7%
Principal Financial Group
7
Principal Financial Group
Iowa
$31.5M -$9.57M -197,470 -24%
JP Morgan Chase
8
JP Morgan Chase
New York
$27.5M -$750K -15,469 -3%
State Street
9
State Street
Massachusetts
$24.5M +$2.8M +57,792 +14%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.3M -$199K -4,094 -1%
BTW
11
Boston Trust Walden
Massachusetts
$16.6M -$130K -2,687 -0.8%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$15.7M -$3.04M -62,625 -17%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$15.3M +$1.49M +30,800 +12%
ProShare Advisors
14
ProShare Advisors
Maryland
$12M +$1.08M +22,240 +11%
Northern Trust
15
Northern Trust
Illinois
$9.76M -$717K -14,785 -7%
TAM
16
Third Avenue Management
New York
$9.44M
Renaissance Technologies
17
Renaissance Technologies
New York
$8.84M -$2.48M -51,100 -23%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$8.31M -$147K -3,023 -2%
Norges Bank
19
Norges Bank
Norway
$8.22M
SFM
20
Systematic Financial Management
New Jersey
$8.19M -$132K -2,718 -2%
Charles Schwab
21
Charles Schwab
California
$6.1M +$243K +5,014 +4%
Morgan Stanley
22
Morgan Stanley
New York
$6.03M +$1.37M +28,273 +32%
DMC
23
Drexel Morgan & Co
Pennsylvania
$6M
HTC
24
Haverford Trust Company
Pennsylvania
$6M +$5.63M +116,123 New
Victory Capital Management
25
Victory Capital Management
Texas
$5.55M +$3.51M +72,362 +206%

WASH Hedge Fund Activity: Q1 2021 in Review

137 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q1 2021, worth a combined $652M — up 17% from $558M a quarter earlier.

Fund positioning in WASH was balanced in Q1 2021: 16 funds opened new positions, 16 closed out, 46 added to existing stakes and 43 trimmed.

The largest buyer was Haverford Trust Company, opening a new position worth an estimated $5.63M. The largest seller was Principal Financial Group, cutting an estimated $9.57M.

  • 137 institutional investors held Washington Trust Bancorp (WASH) as of Q1 2021, down from 138 in Q4 2020.
  • Funds reported $652M of Washington Trust Bancorp stock for Q1 2021, up 17% quarter-over-quarter.
  • 16 funds opened new Washington Trust Bancorp positions in Q1 2021 and 16 closed out, a net change of 0 holders.
  • The largest Washington Trust Bancorp buyer in Q1 2021 was Haverford Trust Company, an estimated $5.63M added.
  • The largest Washington Trust Bancorp seller in Q1 2021 was Principal Financial Group, an estimated $9.57M sold.

Based on aggregated 13F filings for Q1 2021.