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380 hedge funds and large institutions have $4.31B invested in Ashland in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more call options, than puts

Call options by funds: $5.14M | Put options by funds: $3.94M

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

10% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 119

2% more funds holding

Funds holding: 373380 (+7)

2.03% less ownership

Funds ownership: 92.96%90.93% (-2%)

5% less capital invested

Capital invested by funds: $4.53B → $4.31B (-$227M)

Holders
380
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
5.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
51
Increased
131
Reduced
119
Closed
42
Calls
$5.14M
Puts
$3.94M
Net Calls
+$1.2M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$328K
TF
227
Tompkins Financial
New York
$325K
CGH
228
Crossmark Global Holdings
Texas
$317K -$33.6K -346 -9%
BFEC
229
Benjamin F. Edwards & Company
Missouri
$317K
AI
230
Atria Investments
North Carolina
$311K +$320K +3,294 New
DFG
231
Dupree Financial Group
Kentucky
$309K
UCFA
232
United Capital Financial Advisors
Texas
$305K +$25.9K +267 +9%
FIM
233
Fruth Investment Management
Texas
$302K
PCM
234
Prelude Capital Management
New York
$300K -$1M -10,329 -76%
JF
235
Jump Financial
Illinois
$290K +$299K +3,074 New
BFS
236
Bradley Foster & Sargent
Connecticut
$290K
SIC
237
Salem Investment Counselors
North Carolina
$287K +$90.2K +928 +44%
FB
238
Fulton Bank
Pennsylvania
$285K -$33.2K -342 -10%
RJT
239
Raymond James Trust
Florida
$278K +$5.83K +60 +2%
QCM
240
Quantinno Capital Management
New York
$277K +$284K +2,926 New
Vontobel Holding
241
Vontobel Holding
Switzerland
$274K +$282K +2,904 New
OTL
242
Oak Thistle LLC
New York
$268K -$247K -2,543 -47%
Wealth Enhancement Advisory Services
243
Wealth Enhancement Advisory Services
Minnesota
$251K +$258K +2,653 New
P
244
Pitcairn
Pennsylvania
$249K
URS
245
Utah Retirement Systems
Utah
$246K -$19.4K -200 -7%
DI
246
Diligent Investors
California
$246K -$29.1K -299 -10%
Osaic Holdings
247
Osaic Holdings
Arizona
$243K -$3.21K -33 -1%
BC
248
Burney Company
Virginia
$241K
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$238K +$12.5K +129 +5%
M&T Bank
250
M&T Bank
New York
$236K -$47K -484 -16%

ASH Hedge Fund Activity: Q2 2024 in Review

380 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q2 2024, worth a combined $4.31B — down 5% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ASH positions and 42 closed out — a net gain of 9 holders — while 131 added to existing stakes and 119 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $19.3M. The largest seller was Invesco, cutting an estimated $37.9M.

  • 380 institutional investors held Ashland (ASH) as of Q2 2024, up from 373 in Q1 2024.
  • Funds reported $4.31B of Ashland stock for Q2 2024, down 5% quarter-over-quarter.
  • 51 funds opened new Ashland positions in Q2 2024 and 42 closed out, a net change of +9 holders.
  • The largest Ashland buyer in Q2 2024 was Massachusetts Financial Services, an estimated $19.3M added.
  • The largest Ashland seller in Q2 2024 was Invesco, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2024.