Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Washington Tr Bancorp Inc (WASH)

171 + Investors. Track Smart Money conviction in WASH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
61%

Smart Money Signals — WASH

Based on 176 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WASH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
176 hedge funds hold WASH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

104 buying67 selling
Last quarter: 104 funds were net buyers (23 opened a brand new position + 81 added to an existing one). Only 67 were sellers (38 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 21 → 15 → 40 → 23. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
111 out of 176 hedge funds have held WASH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

24 → 21 → 15 → 40 → 23 new funds/Q
New funds entering each quarter: 21 → 15 → 40 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 65% veterans vs 23% newcomers

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 178 holders: 115 (65%) are 2+ year veterans, 22 entered 1–2 years ago, and 41 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
44 of 174 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in WASH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WASH

In 2026 Q2, 104 hedge funds were net buyers of WASH (23 opened a new position, 81 added to an existing one), while 67 reduced or exited (38 trimmed, 29 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 72% of total institutional value in WASH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 176.

Hedge Fund Ownership: WASH

How many hedge funds hold WASH — quarterly history vs. share price
Quarterly hedge fund ownership of WASH vs. share price

Market Analysis: WASH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WASH

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: WASH
171 + Investors

Track Smart Money conviction in WASH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 171 182 -6.04%
13F Shares 14M 13M 4.95%
Total Value $507M $439M 15.54%
New Positions 23 40 -17
Increased Positions 79 59 +20
Closed Positions 32 17 +15
Reduced Positions 37 49 -12
Total Calls 3 1 200.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WASH

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Institutional Holders (2026 Q2)

171 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WASH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WASH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Drexel Morgan & Co. 1.53% 300,800 $11.0M
2 Siena Capital Partners GP, LLC 1.06% 120,049 $4.4M
3 Teton Advisors, LLC 0.70% 33,280 $1.2M
4 Brown, Lisle/Cummings, INC. 0.43% 52,765 $1.9M
5 New England Research & Management, Inc. 0.42% 29,700 $1.1M
6 First Horizon Corp 0.42% 296,225 $10.8M
7 Basswood Capital Management, L.L.C. 0.27% 183,998 $6.7M
8 Linden Thomas Advisory Services, LLC 0.15% 50,414 $1.8M
9 Sanders Morris Harris LLC 0.13% 6,115 $223K
10 Bridgeway Capital Management, LLC 0.08% 118,331 $4.3M
11 Mystic Asset Management, Inc. 0.07% 8,951 $327K
12 Colton Groome Financial Advisors, LLC 0.07% 7,390 $270K
13 Atom Investors LP 0.06% 19,148 $699K
14 Barrett & Company, INC. 0.06% 5,482 $200K
15 Crestwood Advisors Group, LLC 0.05% 94,221 $3.4M
16 Barry Investment Advisors, LLC 0.05% 6,046 $221K
17 Rockland Trust Co 0.04% 26,527 $968K
18 Coastline Trust Co 0.04% 10,898 $398K
19 Campbell & CO Investment Adviser LLC 0.03% 17,885 $652K
20 Hotchkis & Wiley Capital Management LLC 0.03% 319,513 $11.7M
21 Inspire Investing, LLC 0.03% 18,712 $683K
22 Baxter Bros Inc 0.03% 6,000 $219K
23 Bradley Foster & Sargent Inc/Ct 0.02% 47,714 $1.7M
24 Susquehanna Fundamental Investments, LLC 0.02% 30,588 $1.1M
25 Principle Wealth Partners LLC 0.02% 11,494 $419K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Washington Tr Bancorp Inc (WASH)

What does the Smart Money Trend signal show for WASH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WASH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WASH?

More buyers than sellers — 61% buying: Last quarter: 104 funds were net buyers (23 opened a brand new position + 81 added to an existing one). Only 67 were sellers (38 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WASH holders?

Elite ownership — 72% AUM from top-100 funds: 44 of 174 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in WASH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WASH?

63% of holders stayed for 2+ years: 111 out of 176 hedge funds have held WASH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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