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Ashland
ASH

316 hedge funds and large institutions have $5.16B invested in Ashland in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 121 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $4.35M

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

3.56% less ownership

Funds ownership: 96.92% → 93.36% (-3.6%)

4% less funds holding

Funds holding: 328 → 316 (-12)

13% less capital invested

Capital invested by funds: $5.93B → $5.16B (-$769M)

18% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 45

37% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 121

Holders
316
Holders Change
-12
Holders Change %
-3.66%
% of All Funds
4.98%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
37
Increased
76
Reduced
121
Closed
45
Calls
$20.3M
Puts
$4.35M
Net Calls
+$16M
Net Calls Change
+$23.9M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$52.5M
2
ClearBridge Investments
ClearBridge Investments
New York
+$25M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$18.5M
4
First Trust Advisors
First Trust Advisors
Illinois
+$14.8M
5
Charles Schwab
Charles Schwab
California
+$12.1M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$62.3M
2
CCM
Causeway Capital Management
California
-$58M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$54.2M
4
Renaissance Technologies
Renaissance Technologies
New York
-$30.5M
5
BlackRock
BlackRock
New York
-$19.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
251
Huntington National Bank
Ohio
$63K +$16.3K +170 +36%
FMTCOCP
252
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$59K – – –
APA
253
American Portfolios Advisors
New York
$57.3K +$1.44K +15 +3%
IBOK
254
Independence Bank of Kentucky
Kentucky
$43K – – –
BG
255
Bollard Group
Massachusetts
$41K +$96 +1 +0.2%
AF
256
Allworth Financial
California
$39K – – –
SFA
257
Semmax Financial Advisors
North Carolina
$39K – – –
KC
258
Kenfarb & Co
Kentucky
$36K – – –
PFS
259
Prospera Financial Services
Texas
$35K +$34.5K +359 New
CWP
260
Concord Wealth Partners
Virginia
$32K – – –
National Bank of Canada
261
National Bank of Canada
Quebec, Canada
$32K +$22.4K +233 +245%
CHC
262
City Holding Co
West Virginia
$30K – – –
CAM
263
Close Asset Management
United Kingdom
$30K – – –
GWM
264
Geneos Wealth Management
Colorado
$30K – – –
Nomura Asset Management
265
Nomura Asset Management
Japan
$28.5K +$27.9K +290 New
AAM
266
Advisors Asset Management
Colorado
$25K -$2.31K -24 -9%
Acadian Asset Management
267
Acadian Asset Management
Massachusetts
$22K – – –
DHGWA
268
Dixon Hughes Goodman Wealth Advisors
North Carolina
$20K – – –
KFP
269
KB Financial Partners
New Jersey
$20K – – –
MA
270
Montag & Associates
Georgia
$20K – – –
SCA
271
Stonebridge Capital Advisors
Minnesota
$20K – – –
TIM
272
Tortoise Investment Management
New York
$20K – – –
PA
273
Parallel Advisors
California
$15K +$1.44K +15 +11%
LAS
274
Lloyd Advisory Services
Georgia
$15K +$14.4K +150 New
Bessemer Group
275
Bessemer Group
New Jersey
$14K – – –
9 10
11
12 13

ASH Hedge Fund Activity: Q1 2022 in Review

316 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2022, worth a combined $5.16B — down 13% from $5.93B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of ASH and 37 opened new positions — a net loss of 8 holders — while 121 trimmed existing stakes and 76 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $52.5M. The largest seller was Neuberger Berman Group, cutting an estimated $62.3M.

  • 316 institutional investors held Ashland (ASH) as of Q1 2022, down from 328 in Q4 2021.
  • Funds reported $5.16B of Ashland stock for Q1 2022, down 13% quarter-over-quarter.
  • 37 funds opened new Ashland positions in Q1 2022 and 45 closed out, a net change of -8 holders.
  • The largest Ashland buyer in Q1 2022 was Thrivent Financial for Lutherans, an estimated $52.5M added.
  • The largest Ashland seller in Q1 2022 was Neuberger Berman Group, an estimated $62.3M sold.

Based on aggregated 13F filings for Q1 2022.