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324 hedge funds and large institutions have $3.88B invested in Ashland in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.19% more ownership

Funds ownership: 89.13%92.32% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 115

4% less funds holding

Funds holding: 338324 (-14)

5% less capital invested

Capital invested by funds: $4.09B → $3.88B (-$215M)

20% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 54

37% less call options, than puts

Call options by funds: $6.21M | Put options by funds: $9.79M

Holders
324
Holders Change
-14
Holders Change %
-4.14%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
43
Increased
106
Reduced
115
Closed
54
Calls
$6.21M
Puts
$9.79M
Net Calls
-$3.58M
Net Calls Change
+$6.14M
Name Holding Trade Value Shares
Change
Change in
Stake
IGAM
226
iA Global Asset Management
Quebec, Canada
$234K -$3.05M -35,180 -92%
IP
227
Ignite Planners
California
$234K
PFO
228
Pathstone Family Office
New Jersey
$232K +$246K +2,843 New
SWM
229
Shelton Wealth Management
Texas
$228K
ProShare Advisors
230
ProShare Advisors
Maryland
$226K -$6.06K -70 -2%
URS
231
Utah Retirement Systems
Utah
$221K -$508K -5,861 -68%
SCM
232
Shelton Capital Management
Colorado
$217K -$17.5K -202 -7%
Qube Research & Technologies (QRT)
233
Qube Research & Technologies (QRT)
United Kingdom
$216K +$229K +2,649 New
M&T Bank
234
M&T Bank
New York
$215K -$8.14K -94 -3%
CPIG
235
Chicago Partners Investment Group
Illinois
$213K +$47.3K +546 +24%
PTC
236
Private Trust Company
Ohio
$212K +$130K +1,500 +136%
RAM
237
Roanoke Asset Management
New Jersey
$212K -$72.3K -835 -24%
P
238
Pitcairn
Pennsylvania
$209K -$14.1K -163 -6%
BC
239
Burney Company
Virginia
$208K
IWC
240
Integrated Wealth Concepts
Massachusetts
$208K +$220K +2,545 New
SAM
241
Storebrand Asset Management
Norway
$192K
ST
242
Smithfield Trust
Pennsylvania
$183K +$187K +2,160 +3,086%
SIC
243
Salem Investment Counselors
North Carolina
$170K
SOW
244
State of Wyoming
Wyoming
$139K +$148K +1,705 New
NS
245
NBC Securities
Alabama
$126K +$134K +1,551 New
RTC
246
Riverview Trust Company
Washington
$86.4K
WT
247
Whittier Trust
California
$66.2K
KBC Group
248
KBC Group
Belgium
$62K +$65.6K +757 New
CT
249
Caldwell Trust
Florida
$60.4K +$60.6K +700 +1,795%
WAS
250
Winch Advisory Services
Wisconsin
$58K

ASH Hedge Fund Activity: Q3 2023 in Review

324 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q3 2023, worth a combined $3.88B — down 5.3% from $4.09B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ASH and 43 opened new positions — a net loss of 11 holders — while 115 trimmed existing stakes and 106 added.

The largest buyer was Allspring Global Investments, adding an estimated $71.4M. The largest seller was Neuberger Berman Group, cutting an estimated $52.8M.

  • 324 institutional investors held Ashland (ASH) as of Q3 2023, down from 338 in Q2 2023.
  • Funds reported $3.88B of Ashland stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 43 funds opened new Ashland positions in Q3 2023 and 54 closed out, a net change of -11 holders.
  • The largest Ashland buyer in Q3 2023 was Allspring Global Investments, an estimated $71.4M added.
  • The largest Ashland seller in Q3 2023 was Neuberger Berman Group, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2023.