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325 hedge funds and large institutions have $4.51B invested in Ashland in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 106 increasing their positions, 108 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.78M

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

15% more capital invested

Capital invested by funds: $3.93B → $4.51B (+$587M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more funds holding

Funds holding: 319325 (+6)

1.45% more ownership

Funds ownership: 92.78%94.23% (+1.5%)

2% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 108

Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
5.75%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
45
Increased
106
Reduced
108
Closed
37
Calls
$18.8M
Puts
$8.78M
Net Calls
+$9.97M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
251
Asset Dedication LLC
California
$53K +$33.6K +445 +194%
FMTCOCP
252
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$48K
EP
253
Eudaimonia Partners
Tennessee
$40K
SC
254
Sawyer & Company
Massachusetts
$40K
SBL
255
Sargent Bickham Lagudis
Colorado
$36K
IBOK
256
Independence Bank of Kentucky
Kentucky
$34K
AF
257
Allworth Financial
California
$34K +$2.34K +31 +8%
BG
258
Bollard Group
Massachusetts
$33K -$8.16K -108 -21%
RTC
259
Riverview Trust Company
Washington
$32K -$47.3K -626 -61%
SFA
260
Semmax Financial Advisors
North Carolina
$32K
CI Investments Inc
261
CI Investments Inc
Ontario, Canada
$30K +$6.58K +87 +29%
GWM
262
Geneos Wealth Management
Colorado
$27K
RFA
263
Reilly Financial Advisors
California
$27K
PWPS
264
Pinnacle Wealth Planning Services
Ohio
$27K +$25.3K +335 New
ASN
265
Advisory Services Network
Georgia
$25K
CHC
266
City Holding Co
West Virginia
$24K -$9.45K -125 -29%
PWM
267
Perigon Wealth Management
California
$24K +$23.1K +306 New
IA
268
Inspire Advisors
Idaho
$24K +$23.2K +307 New
AF
269
Arrow Financial
New York
$23K
MCM
270
McMillion Capital Management
North Carolina
$23K +$22.1K +292 New
CAM
271
Close Asset Management
United Kingdom
$22K
TPWA
272
TRUE Private Wealth Advisors
Oregon
$21K
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$19K +$151 +2 +0.9%
APA
274
American Portfolios Advisors
New York
$18.3K -$1.66K -22 -9%
Acadian Asset Management
275
Acadian Asset Management
Massachusetts
$18K -$687K -9,086 -98%

ASH Hedge Fund Activity: Q4 2020 in Review

325 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2020, worth a combined $4.51B — up 15% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ASH positions and 37 closed out — a net gain of 8 holders — while 106 added to existing stakes and 108 trimmed.

The largest buyer was Ceredex Value Advisors, adding an estimated $76.2M. The largest seller was Eminence Capital, cutting an estimated $121M.

  • 325 institutional investors held Ashland (ASH) as of Q4 2020, up from 319 in Q3 2020.
  • Funds reported $4.51B of Ashland stock for Q4 2020, up 15% quarter-over-quarter.
  • 45 funds opened new Ashland positions in Q4 2020 and 37 closed out, a net change of +8 holders.
  • The largest Ashland buyer in Q4 2020 was Ceredex Value Advisors, an estimated $76.2M added.
  • The largest Ashland seller in Q4 2020 was Eminence Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2020.