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331 hedge funds and large institutions have $5.22B invested in Ashland in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $9.94M

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

16% more capital invested

Capital invested by funds: $4.51B → $5.22B (+$708M)

2.96% more ownership

Funds ownership: 94.23%97.19% (+3%)

2% more funds holding

Funds holding: 325331 (+6)

6% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 107

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
331
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
5.81%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
47
Increased
101
Reduced
107
Closed
39
Calls
$13.7M
Puts
$9.94M
Net Calls
+$3.76M
Net Calls Change
-$6.21M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
251
Quantbot Technologies
New York
$119K -$1.02M -11,859 -90%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$108K -$2.5K -29 -2%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$108K +$8.2K +95 +9%
SWM
254
Spire Wealth Management
Virginia
$82K +$78.2K +907 New
WT
255
Whittier Trust
California
$72K
AP
256
Arlington Partners
Alabama
$70K +$68.5K +794 New
PP
257
Pacifica Partners
Canada
$67K
WAS
258
Winch Advisory Services
Wisconsin
$66K +$173 +2 +0.3%
MAM
259
Meeder Asset Management
Ohio
$66K +$63.7K +739 +7,390%
ADL
260
Asset Dedication LLC
California
$60K
Twin Tree Management
261
Twin Tree Management
Texas
$54K +$52.2K +605 New
FMTCOCP
262
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K
SL
263
Savior LLC
Massachusetts
$49K -$17.5K -203 -27%
EP
264
Eudaimonia Partners
Tennessee
$44K
SC
265
Sawyer & Company
Massachusetts
$44K
SOW
266
State of Wyoming
Wyoming
$43K +$41.4K +480 New
SBL
267
Sargent Bickham Lagudis
Colorado
$40K
IBOK
268
Independence Bank of Kentucky
Kentucky
$39K
BG
269
Bollard Group
Massachusetts
$37K
AWA
270
Arkadios Wealth Advisors
Georgia
$37K +$16.8K +195 +84%
RTC
271
Riverview Trust Company
Washington
$36K
SFA
272
Semmax Financial Advisors
North Carolina
$36K
AF
273
Allworth Financial
California
$35K -$2.67K -31 -7%
CI Investments Inc
274
CI Investments Inc
Ontario, Canada
$34K
RFA
275
Reilly Financial Advisors
California
$31K

ASH Hedge Fund Activity: Q1 2021 in Review

331 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2021, worth a combined $5.22B — up 16% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ASH positions and 39 closed out — a net gain of 8 holders — while 101 added to existing stakes and 107 trimmed.

The largest buyer was Franklin Resources, adding an estimated $131M. The largest seller was Marshall Wace North America, cutting an estimated $101M.

  • 331 institutional investors held Ashland (ASH) as of Q1 2021, up from 325 in Q4 2020.
  • Funds reported $5.22B of Ashland stock for Q1 2021, up 16% quarter-over-quarter.
  • 47 funds opened new Ashland positions in Q1 2021 and 39 closed out, a net change of +8 holders.
  • The largest Ashland buyer in Q1 2021 was Franklin Resources, an estimated $131M added.
  • The largest Ashland seller in Q1 2021 was Marshall Wace North America, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2021.