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Washington Trust Bancorp
WASH

130 hedge funds and large institutions have $308M invested in Washington Trust Bancorp in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 40

0.34% less ownership

Funds ownership: 69.51% → 69.17% (-0.34%)

6% less funds holding

Funds holding: 139 → 130 (-9)

29% less capital invested

Capital invested by funds: $431M → $308M (-$123M)

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

65% less call options, than puts

Call options by funds: $126K | Put options by funds: $361K

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
130
Holders Change
-9
Holders Change %
-6.47%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
55
Reduced
40
Closed
28
Calls
$126K
Puts
$361K
Net Calls
-$235K
Net Calls Change
+$108K

Top Buyers

1
EWA
EP Wealth Advisors
California
+$8.62M
2
BlackRock
BlackRock
New York
+$7.87M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.34M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.55M
5
State Street
State Street
Massachusetts
+$2.82M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$13.9M
2
BTW
Boston Trust Walden
Massachusetts
-$12M
3
JP Morgan Chase
JP Morgan Chase
New York
-$9.17M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$6.78M
5
RCYC
Richard C. Young & Co
Rhode Island
-$3.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$60.3M +$7.87M +281,479 +14%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$35.1M +$1.2M +42,836 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.4M -$129K -4,617 -0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.3M -$3.1M -110,847 -13%
WT
5
Washington Trust
Rhode Island
$18.5M +$84.1K +3,009 +0.4%
State Street
6
State Street
Massachusetts
$16.9M +$2.82M +100,822 +19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.25M +$267K +9,556 +3%
ProShare Advisors
8
ProShare Advisors
Maryland
$7.55M +$1.59M +56,968 +25%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$5.48M +$5.34M +190,886 New
TAM
10
Third Avenue Management
New York
$5.47M -$4.53K -162 -0.1%
Citadel Advisors
11
Citadel Advisors
Florida
$5.39M +$4.55M +162,892 +426%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$5.37M +$1.79M +63,920 +47%
Charles Schwab
13
Charles Schwab
California
$5.36M +$336K +12,010 +6%
Northern Trust
14
Northern Trust
Illinois
$4.46M -$20.6K -737 -0.4%
Millennium Management
15
Millennium Management
New York
$4.05M -$480K -17,154 -10%
American Century Companies
16
American Century Companies
Missouri
$4.01M +$380K +13,579 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.98M -$238K -8,520 -5%
Morgan Stanley
18
Morgan Stanley
New York
$3.96M +$1.51M +54,178 +58%
Goldman Sachs
19
Goldman Sachs
New York
$3.76M +$883K +31,581 +29%
DMC
20
Drexel Morgan & Co
Pennsylvania
$3.65M +$559K +20,000 +17%
Norges Bank
21
Norges Bank
Norway
$3.57M +$140K +5,000 +4%
EWM
22
Endurance Wealth Management
Rhode Island
$2.56M +$86.7K +3,100 +3%
Renaissance Technologies
23
Renaissance Technologies
New York
$2.33M -$86.7K -3,100 -3%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$2.32M +$1.49M +53,300 +161%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$2.32M +$920K +32,892 +61%
1
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WASH Hedge Fund Activity: Q2 2023 in Review

130 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q2 2023, worth a combined $308M — down 29% from $431M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of WASH and 19 opened new positions — a net loss of 9 holders — while 40 trimmed existing stakes and 55 added.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $8.62M. The largest seller was Principal Financial Group, exiting entirely with an estimated $13.9M sold.

  • 130 institutional investors held Washington Trust Bancorp (WASH) as of Q2 2023, down from 139 in Q1 2023.
  • Funds reported $308M of Washington Trust Bancorp stock for Q2 2023, down 29% quarter-over-quarter.
  • 19 funds opened new Washington Trust Bancorp positions in Q2 2023 and 28 closed out, a net change of -9 holders.
  • The largest Washington Trust Bancorp buyer in Q2 2023 was EP Wealth Advisors, an estimated $8.62M added.
  • The largest Washington Trust Bancorp seller in Q2 2023 was Principal Financial Group, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2023.