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369 hedge funds and large institutions have $5.18B invested in Ashland in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 28

62% more call options, than puts

Call options by funds: $37.9M | Put options by funds: $23.3M

20% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 98

9% more funds holding

Funds holding: 337369 (+32)

6% more capital invested

Capital invested by funds: $4.88B → $5.18B (+$297M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.71% less ownership

Funds ownership: 94.89%93.19% (-1.7%)

Holders
369
Holders Change
+32
Holders Change %
+9.5%
% of All Funds
5.93%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
66
Increased
118
Reduced
98
Closed
28
Calls
$37.9M
Puts
$23.3M
Net Calls
+$14.6M
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
226
Fruth Investment Management
Texas
$344K
DI
227
Diligent Investors
California
$338K
Mariner
228
Mariner
Kansas
$338K -$36.6K -347 -10%
BFS
229
Bradley Foster & Sargent
Connecticut
$330K
BBA
230
Baader Bank Aktiengesellschaft
Germany
$323K +$316K +3,000 New
TIM
231
Tevis Investment Management
Texas
$321K +$315K +2,987 New
P
232
&Partners
Tennessee
$320K
IP
233
Ignite Planners
California
$316K
TC
234
Telemus Capital
Michigan
$315K
BC
235
Burney Company
Virginia
$314K
Verition Fund Management
236
Verition Fund Management
Connecticut
$308K -$4.69M -44,522 -94%
ET
237
Equitable Trust
Tennessee
$305K +$299K +2,839 New
UCFA
238
United Capital Financial Advisors
Texas
$305K +$299K +2,833 New
PA
239
Profund Advisors
Maryland
$302K +$4.11K +39 +1%
AC
240
AXQ Capital
New Jersey
$302K +$296K +2,809 New
PTC
241
Petrus Trust Company
Texas
$300K +$294K +2,790 New
RJT
242
Raymond James Trust
Florida
$298K +$5.06K +48 +2%
SWM
243
Shelton Wealth Management
Texas
$293K -$17.7K -168 -6%
M&T Bank
244
M&T Bank
New York
$287K +$281K +2,663 New
SPC
245
Sigma Planning Corp
Michigan
$286K -$47.4K -450 -14%
CPWA
246
Cerro Pacific Wealth Advisors
California
$278K +$17.2K +163 +7%
SCM
247
Shelton Capital Management
Colorado
$274K -$66.9K -635 -20%
PI
248
PFS Investments
Georgia
$274K +$29.6K +281 +12%
MML Investors Services
249
MML Investors Services
Massachusetts
$272K +$13K +123 +5%
BAM
250
Belpointe Asset Management
Nevada
$272K -$233K -2,215 -47%

ASH Hedge Fund Activity: Q4 2022 in Review

369 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2022, worth a combined $5.18B — up 6.1% from $4.88B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ASH positions and 28 closed out — a net gain of 38 holders — while 118 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $86.5M.

  • 369 institutional investors held Ashland (ASH) as of Q4 2022, up from 337 in Q3 2022.
  • Funds reported $5.18B of Ashland stock for Q4 2022, up 6.1% quarter-over-quarter.
  • 66 funds opened new Ashland positions in Q4 2022 and 28 closed out, a net change of +38 holders.
  • The largest Ashland buyer in Q4 2022 was Fidelity Investments, an estimated $36.3M added.
  • The largest Ashland seller in Q4 2022 was Thrivent Financial for Lutherans, an estimated $86.5M sold.

Based on aggregated 13F filings for Q4 2022.