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328 hedge funds and large institutions have $4.15B invested in Ashland in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,257% more call options, than puts

Call options by funds: $268M | Put options by funds: $19.7M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 91

10% more capital invested

Capital invested by funds: $3.76B → $4.15B (+$385M)

9% more funds holding

Funds holding: 302328 (+26)

1.41% more ownership

Funds ownership: 92.42%93.83% (+1.4%)

Holders
328
Holders Change
+26
Holders Change %
+8.61%
% of All Funds
7.44%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
66
Increased
102
Reduced
91
Closed
38
Calls
$268M
Puts
$19.7M
Net Calls
+$248M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
251
Advisor Group
Arizona
$91K
IA
252
IFP Advisors
Florida
$90K
BCP
253
Blackhawk Capital Partners
Wisconsin
$82K +$79.3K +1,150 New
Fuller & Thaler Asset Management
254
Fuller & Thaler Asset Management
California
$78K
RFC
255
Regions Financial Corp
Alabama
$75K +$72K +1,044 New
IBOK
256
Independence Bank of Kentucky
Kentucky
$73K +$70.3K +1,019 New
LTFS
257
Ladenburg Thalmann Financial Services
Florida
$72K -$1.86K -27 -3%
GT
258
Glenmede Trust
Pennsylvania
$72K
CAM
259
CenterStar Asset Management
Illinois
$70K
BG
260
Bollard Group
Massachusetts
$67K +$207 +3 +0.3%
IWM
261
IHT Wealth Management
Illinois
$60K
WT
262
Whittier Trust
California
$58K
II
263
Inspire Investing
Idaho
$57K +$55.5K +805 New
SIC
264
Salem Investment Counselors
North Carolina
$55K
WAS
265
Winch Advisory Services
Wisconsin
$50K +$138 +2 +0.3%
TRCT
266
Tower Research Capital (TRC)
New York
$49K +$21.9K +318 +84%
HFP
267
Holistic Financial Partners
Indiana
$47K +$45.9K +665 New
SGAM
268
Smith Group Asset Management
Texas
$45K
WTC
269
WhitTier Trust Company
Nevada
$43K
SWP
270
Stratos Wealth Partners
Ohio
$40K +$39.2K +568 New
GFP
271
Gryphon Financial Partners
Ohio
$38K +$36.3K +527 New
HFM
272
Hartford Financial Management
Connecticut
$37K
PHK
273
Point72 Hong Kong
Hong Kong
$37K +$35.5K +514 New
Robeco Institutional Asset Management
274
Robeco Institutional Asset Management
Netherlands
$36K +$34.5K +500 New
FPF
275
FNY Partners Fund
New York
$35K +$34.5K +500 New

ASH Hedge Fund Activity: Q4 2017 in Review

328 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2017, worth a combined $4.15B — up 10% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ASH positions and 38 closed out — a net gain of 28 holders — while 102 added to existing stakes and 91 trimmed.

The largest buyer was Glenhill Advisors, opening a new position worth an estimated $62.1M. The largest seller was Westchester Capital Management (New York), exiting entirely with an estimated $52.7M sold.

  • 328 institutional investors held Ashland (ASH) as of Q4 2017, up from 302 in Q3 2017.
  • Funds reported $4.15B of Ashland stock for Q4 2017, up 10% quarter-over-quarter.
  • 66 funds opened new Ashland positions in Q4 2017 and 38 closed out, a net change of +28 holders.
  • The largest Ashland buyer in Q4 2017 was Glenhill Advisors, an estimated $62.1M added.
  • The largest Ashland seller in Q4 2017 was Westchester Capital Management (New York), an estimated $52.7M sold.

Based on aggregated 13F filings for Q4 2017.