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373 hedge funds and large institutions have $4.53B invested in Ashland in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

13% more capital invested

Capital invested by funds: $4.01B → $4.53B (+$523M)

11% more funds holding

Funds holding: 336373 (+37)

0.71% less ownership

Funds ownership: 93.67%92.96% (-0.71%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

28% less call options, than puts

Call options by funds: $6.72M | Put options by funds: $9.33M

Holders
373
Holders Change
+37
Holders Change %
+11.01%
% of All Funds
5.37%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
72
Increased
109
Reduced
114
Closed
32
Calls
$6.72M
Puts
$9.33M
Net Calls
-$2.61M
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
226
Benjamin F. Edwards & Company
Missouri
$327K
FB
227
Fulton Bank
Pennsylvania
$327K +$16.6K +185 +6%
MFS
228
Mirabella Financial Services
United Kingdom
$320K +$293K +3,267 New
DFG
229
Dupree Financial Group
Kentucky
$319K
FIM
230
Fruth Investment Management
Texas
$311K
UOTTAIMCU
231
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$304K +$280K +3,124 New
BFS
232
Bradley Foster & Sargent
Connecticut
$299K
HSA
233
HBK Sorce Advisory
Pennsylvania
$298K +$274K +3,060 New
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$292K +$269K +2,999 New
M&T Bank
235
M&T Bank
New York
$290K +$33.6K +375 +14%
UCFA
236
United Capital Financial Advisors
Texas
$288K +$265K +2,956 New
MM
237
MQS Management
New York
$288K +$265K +2,955 New
DI
238
Diligent Investors
California
$282K -$13.3K -149 -5%
IGAM
239
iA Global Asset Management
Quebec, Canada
$282K +$8.06K +90 +3%
RJT
240
Raymond James Trust
Florida
$281K -$4.3K -48 -2%
URS
241
Utah Retirement Systems
Utah
$273K +$17.9K +200 +8%
RJFSA
242
Raymond James Financial Services Advisors
Florida
$271K -$27.4K -306 -10%
SAM
243
Shell Asset Management
Netherlands
$269K +$255K +2,844 New
Susquehanna International Group
244
Susquehanna International Group
Pennsylvania
$269K -$130K -1,450 -34%
SCM
245
Shelton Capital Management
Colorado
$258K
P
246
Pitcairn
Pennsylvania
$257K -$2.69K -30 -1%
BBVA
247
Banco Bilbao Vizcaya Argentaria
Spain
$255K +$235K +2,621 New
Osaic Holdings
248
Osaic Holdings
Arizona
$254K -$182K -2,035 -44%
PTC
249
Private Trust Company
Ohio
$253K
RAM
250
Roanoke Asset Management
New Jersey
$253K

ASH Hedge Fund Activity: Q1 2024 in Review

373 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2024, worth a combined $4.53B — up 13% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ASH positions and 32 closed out — a net gain of 40 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $24.4M. The largest seller was Standard Investments, exiting entirely with an estimated $41.3M sold.

  • 373 institutional investors held Ashland (ASH) as of Q1 2024, up from 336 in Q4 2023.
  • Funds reported $4.53B of Ashland stock for Q1 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Ashland positions in Q1 2024 and 32 closed out, a net change of +40 holders.
  • The largest Ashland buyer in Q1 2024 was Balyasny Asset Management, an estimated $24.4M added.
  • The largest Ashland seller in Q1 2024 was Standard Investments, an estimated $41.3M sold.

Based on aggregated 13F filings for Q1 2024.