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337 hedge funds and large institutions have $4.88B invested in Ashland in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 124 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $27.6M | Put options by funds: $12.7M

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

0% more funds holding

Funds holding: 336337 (+1)

0.3% more ownership

Funds ownership: 94.59%94.89% (+0.3%)

8% less capital invested

Capital invested by funds: $5.31B → $4.88B (-$435M)

22% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 124

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
337
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.81%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
36
Increased
97
Reduced
124
Closed
32
Calls
$27.6M
Puts
$12.7M
Net Calls
+$14.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$118K +$6.51K +64 +4%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$117K -$6.92K -68 -5%
AF
253
Arrow Financial
New York
$113K
PTC
254
Private Trust Company
Ohio
$104K +$10.2K +100 +10%
RTC
255
Riverview Trust Company
Washington
$100K
MAM
256
Meeder Asset Management
Ohio
$97K -$6.81K -67 -6%
PPWM
257
PFG Private Wealth Management
Florida
$93K -$18K -177 -15%
WFA
258
Wipfli Financial Advisors
Wisconsin
$84K +$90K +885 New
WT
259
Whittier Trust
California
$77K
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$76K -$3.56K -35 -4%
AP
261
Arlington Partners
Alabama
$75K
WAS
262
Winch Advisory Services
Wisconsin
$67K -$3.97K -39 -5%
CI Investments Inc
263
CI Investments Inc
Ontario, Canada
$67K -$2.14K -21 -3%
ADL
264
Asset Dedication LLC
California
$64K
FF
265
FourThought Financial
Florida
$62K -$78K -767 -54%
FMTCOCP
266
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$57K
APA
267
American Portfolios Advisors
New York
$54.7K -$814 -8 -1%
National Bank of Canada
268
National Bank of Canada
Quebec, Canada
$53K +$21.9K +215 +66%
AIP
269
Almanack Investment Partners
Pennsylvania
$47K +$50.9K +500 New
IBOK
270
Independence Bank of Kentucky
Kentucky
$41K
SFA
271
Semmax Financial Advisors
North Carolina
$41K
AF
272
Allworth Financial
California
$37K -$13K -128 -25%
KC
273
Kenfarb & Co
Kentucky
$35K
KFP
274
KB Financial Partners
New Jersey
$29K +$11.1K +109 +54%
CHC
275
City Holding Co
West Virginia
$28K

ASH Hedge Fund Activity: Q3 2022 in Review

337 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q3 2022, worth a combined $4.88B — down 8.2% from $5.31B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ASH positions and 32 closed out — a net gain of 4 holders — while 97 added to existing stakes and 124 trimmed.

The largest buyer was Millennium Management, adding an estimated $51.7M. The largest seller was NAYA Capital Management (UK), exiting entirely with an estimated $121M sold.

  • 337 institutional investors held Ashland (ASH) as of Q3 2022, up from 336 in Q2 2022.
  • Funds reported $4.88B of Ashland stock for Q3 2022, down 8.2% quarter-over-quarter.
  • 36 funds opened new Ashland positions in Q3 2022 and 32 closed out, a net change of +4 holders.
  • The largest Ashland buyer in Q3 2022 was Millennium Management, an estimated $51.7M added.
  • The largest Ashland seller in Q3 2022 was NAYA Capital Management (UK), an estimated $121M sold.

Based on aggregated 13F filings for Q3 2022.