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Washington Trust Bancorp
WASH

128 hedge funds and large institutions have $371M invested in Washington Trust Bancorp in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

990% more call options, than puts

Call options by funds: $534K | Put options by funds: $49K

26% more capital invested

Capital invested by funds: $294M → $371M (+$77.2M)

1.8% more ownership

Funds ownership: 65.37% → 67.18% (+1.8%)

1% less funds holding

Funds holding: 129 → 128 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
38
Reduced
50
Closed
17
Calls
$534K
Puts
$49K
Net Calls
+$485K
Net Calls Change
+$483K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$6.59M
2
Morgan Stanley
Morgan Stanley
New York
+$4.9M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.88M
4
DMC
Drexel Morgan & Co
Pennsylvania
+$844K
5
American Century Companies
American Century Companies
Missouri
+$816K

Top Sellers

Rank Fund Capital Flow
1
TAM
Third Avenue Management
New York
-$2.61M
2
FP
Foundry Partners
Minnesota
-$2M
3
Millennium Management
Millennium Management
New York
-$1.21M
4
Stifel Financial
Stifel Financial
Missouri
-$1.07M
5
TI
Trexquant Investment
Connecticut
-$969K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$74.1M -$370K -13,576 -0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$42.6M +$70.2K +2,579 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.3M +$604K +22,169 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.1M +$1.88M +68,930 +10%
WT
5
Washington Trust
Rhode Island
$19.9M -$659K -24,224 -4%
State Street
6
State Street
Massachusetts
$18.9M +$541K +19,857 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$12.5M +$452K +16,595 +4%
Morgan Stanley
8
Morgan Stanley
New York
$10.8M +$4.9M +180,011 +118%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$9.31M -$142K -5,200 -2%
Invesco
10
Invesco
Georgia
$8.96M +$6.59M +242,096 +699%
ProShare Advisors
11
ProShare Advisors
Maryland
$8.53M -$614K -22,537 -8%
Charles Schwab
12
Charles Schwab
California
$7.63M +$446K +16,378 +7%
American Century Companies
13
American Century Companies
Missouri
$6.46M +$816K +29,989 +18%
TAM
14
Third Avenue Management
New York
$6.45M -$2.61M -95,875 -33%
Northern Trust
15
Northern Trust
Illinois
$5.49M +$54.2K +1,991 +1%
DMC
16
Drexel Morgan & Co
Pennsylvania
$5.41M +$844K +31,000 +23%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.04M +$194K +7,134 +5%
AQR Capital Management
18
AQR Capital Management
Connecticut
$4.77M -$246K -9,022 -6%
N
19
Nuveen
North Carolina
$4.08M +$37K +1,359 +1%
State of New Jersey Common Pension Fund D
20
State of New Jersey Common Pension Fund D
New Jersey
$3.09M +$247K +9,084 +11%
CAG
21
Crestwood Advisors Group
Massachusetts
$3.09M – – –
Citadel Advisors
22
Citadel Advisors
Florida
$2.98M -$521K -19,142 -17%
BCM
23
Bridgeway Capital Management
Texas
$2.65M +$88.9K +3,264 +4%
Goldman Sachs
24
Goldman Sachs
New York
$2.51M -$471K -17,310 -18%
Renaissance Technologies
25
Renaissance Technologies
New York
$2.38M -$620K -22,768 -24%
1
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WASH Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q4 2023, worth a combined $371M — up 26% from $294M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WASH and 16 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 38 added.

The largest buyer was Invesco, adding an estimated $6.59M. The largest seller was Third Avenue Management, cutting an estimated $2.61M.

  • 128 institutional investors held Washington Trust Bancorp (WASH) as of Q4 2023, down from 129 in Q3 2023.
  • Funds reported $371M of Washington Trust Bancorp stock for Q4 2023, up 26% quarter-over-quarter.
  • 16 funds opened new Washington Trust Bancorp positions in Q4 2023 and 17 closed out, a net change of -1 holder.
  • The largest Washington Trust Bancorp buyer in Q4 2023 was Invesco, an estimated $6.59M added.
  • The largest Washington Trust Bancorp seller in Q4 2023 was Third Avenue Management, an estimated $2.61M sold.

Based on aggregated 13F filings for Q4 2023.