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369 hedge funds and large institutions have $5.18B invested in Ashland in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 28

62% more call options, than puts

Call options by funds: $37.9M | Put options by funds: $23.3M

20% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 98

9% more funds holding

Funds holding: 337369 (+32)

6% more capital invested

Capital invested by funds: $4.88B → $5.18B (+$297M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.71% less ownership

Funds ownership: 94.89%93.19% (-1.7%)

Holders
369
Holders Change
+32
Holders Change %
+9.5%
% of All Funds
5.93%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
66
Increased
118
Reduced
98
Closed
28
Calls
$37.9M
Puts
$23.3M
Net Calls
+$14.6M
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
251
Stock Yards Bank & Trust
Kentucky
$266K
AWM
252
Axxcess Wealth Management
California
$263K +$258K +2,449 New
SAM
253
Silvercrest Asset Management
New York
$263K
SAM
254
Storebrand Asset Management
Norway
$253K
BPA
255
Beacon Pointe Advisors
California
$253K +$4.22K +40 +2%
Dimensional Fund Advisors
256
Dimensional Fund Advisors
Texas
$250K +$6.45M +61,216 +3%
WRPWM
257
Werba Rubin Papier Wealth Management
California
$247K +$242K +2,300 New
P
258
Pitcairn
Pennsylvania
$247K
CPIG
259
Chicago Partners Investment Group
Illinois
$247K
US Bancorp
260
US Bancorp
Minnesota
$242K -$81.8K -776 -26%
KI
261
Kula Investments
Illinois
$242K +$237K +2,247 New
BOPW
262
Brandywine Oak Private Wealth
Pennsylvania
$238K
I
263
InceptionR
California
$237K +$233K +2,208 New
V
264
Veritable
Delaware
$236K +$231K +2,194 New
OWA
265
Outlook Wealth Advisors
Texas
$235K
DT
266
Diversified Trust
Tennessee
$234K +$229K +2,174 New
TAM
267
Todd Asset Management
Kentucky
$234K
CAN
268
Cetera Advisor Networks
California
$229K +$224K +2,125 New
RT
269
Rockland Trust
Massachusetts
$226K +$222K +2,105 New
SIC
270
Salem Investment Counselors
North Carolina
$223K
CIA
271
Cladis Investment Advisory
Montana
$215K +$211K +2,000 New
GT
272
Glenview Trust
Kentucky
$206K +$202K +1,919 New
CIBC World Market
273
CIBC World Market
Ontario, Canada
$204K +$200K +1,894 New
HCM
274
Hilton Capital Management
New York
$201K
CA
275
Clearstead Advisors
Ohio
$166K

ASH Hedge Fund Activity: Q4 2022 in Review

369 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2022, worth a combined $5.18B — up 6.1% from $4.88B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ASH positions and 28 closed out — a net gain of 38 holders — while 118 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $86.5M.

  • 369 institutional investors held Ashland (ASH) as of Q4 2022, up from 337 in Q3 2022.
  • Funds reported $5.18B of Ashland stock for Q4 2022, up 6.1% quarter-over-quarter.
  • 66 funds opened new Ashland positions in Q4 2022 and 28 closed out, a net change of +38 holders.
  • The largest Ashland buyer in Q4 2022 was Fidelity Investments, an estimated $36.3M added.
  • The largest Ashland seller in Q4 2022 was Thrivent Financial for Lutherans, an estimated $86.5M sold.

Based on aggregated 13F filings for Q4 2022.