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Ashland

359 hedge funds and large institutions have $3.18B invested in Ashland in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 120 increasing their positions, 128 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more ownership

Funds ownership: 90.51%94.51% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 128

7% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 60

2% less funds holding

Funds holding: 368359 (-9)

17% less capital invested

Capital invested by funds: $3.84B → $3.18B (-$659M)

62% less call options, than puts

Call options by funds: $2.81M | Put options by funds: $7.38M

Holders
359
Holders Change
-9
Holders Change %
-2.45%
% of All Funds
4.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
56
Increased
120
Reduced
128
Closed
60
Calls
$2.81M
Puts
$7.38M
Net Calls
-$4.57M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$235K +$25.4K +317 +11%
DFG
227
Dupree Financial Group
Kentucky
$234K
SWP
228
Stratos Wealth Partners
Ohio
$232K +$260K +3,245 New
FIM
229
Fruth Investment Management
Texas
$228K
EP
230
Edgestream Partners
New Jersey
$225K -$2.63M -32,882 -91%
SC
231
Steph & Co
Wisconsin
$223K -$107K -1,333 -30%
SIC
232
Salem Investment Counselors
North Carolina
$217K
CIG
233
CCM Investment Group
Minnesota
$215K +$243K +3,032 New
SCM
234
Sterling Capital Management
North Carolina
$214K +$87.7K +1,096 +58%
HI
235
Harbour Investments
Wisconsin
$213K
BFS
236
Bradley Foster & Sargent
Connecticut
$212K -$8.01K -100 -3%
EWA
237
EP Wealth Advisors
California
$209K +$234K +2,926 New
MSRPS
238
Maryland State Retirement & Pension System
Maryland
$204K
SAM
239
Shell Asset Management
Netherlands
$192K -$720 -9 -0.3%
Osaic Holdings
240
Osaic Holdings
Arizona
$178K -$16.6K -208 -8%
TRCT
241
Tower Research Capital (TRC)
New York
$173K +$97.7K +1,221 +102%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$154K -$58.3K -728 -25%
KBC Group
243
KBC Group
Belgium
$148K +$68.6K +857 +71%
QL
244
Quarry LP
New York
$138K +$34.3K +428 +29%
HT
245
Headlands Technologies
Illinois
$127K +$142K +1,775 New
GI
246
GAMMA Investing
California
$124K +$109K +1,364 +364%
SAM
247
Smartleaf Asset Management
Massachusetts
$107K -$10.6K -132 -8%
IBOK
248
Independence Bank of Kentucky
Kentucky
$106K +$89.6K +1,119 +302%
CT
249
Caldwell Trust
Florida
$83.1K +$12K +150 +15%
WAS
250
Winch Advisory Services
Wisconsin
$80.8K +$240 +3 +0.3%

ASH Hedge Fund Activity: Q4 2024 in Review

359 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2024, worth a combined $3.18B — down 17% from $3.84B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of ASH and 56 opened new positions — a net loss of 4 holders — while 128 trimmed existing stakes and 120 added.

The largest buyer was Shapiro Capital Management, adding an estimated $34M. The largest seller was Goldman Sachs, cutting an estimated $48.1M.

  • 359 institutional investors held Ashland (ASH) as of Q4 2024, down from 368 in Q3 2024.
  • Funds reported $3.18B of Ashland stock for Q4 2024, down 17% quarter-over-quarter.
  • 56 funds opened new Ashland positions in Q4 2024 and 60 closed out, a net change of -4 holders.
  • The largest Ashland buyer in Q4 2024 was Shapiro Capital Management, an estimated $34M added.
  • The largest Ashland seller in Q4 2024 was Goldman Sachs, an estimated $48.1M sold.

Based on aggregated 13F filings for Q4 2024.