We are live on ! Find out more

324 hedge funds and large institutions have $3.88B invested in Ashland in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.19% more ownership

Funds ownership: 89.13%92.32% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 115

4% less funds holding

Funds holding: 338324 (-14)

5% less capital invested

Capital invested by funds: $4.09B → $3.88B (-$215M)

20% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 54

37% less call options, than puts

Call options by funds: $6.21M | Put options by funds: $9.79M

Holders
324
Holders Change
-14
Holders Change %
-4.14%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
43
Increased
106
Reduced
115
Closed
54
Calls
$6.21M
Puts
$9.79M
Net Calls
-$3.58M
Net Calls Change
+$6.14M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
251
Asset Dedication LLC
California
$55K
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$47.5K -$6.41K -74 -11%
AF
253
Allworth Financial
California
$45.8K +$14.6K +169 +43%
QL
254
Quarry LP
New York
$45.1K +$17.2K +198 +56%
KFP
255
KB Financial Partners
New Jersey
$43K
BAMF
256
BI Asset Management Fondsmaeglerselskab
Denmark
$43K +$45.6K +526 New
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$42.1K
PFBT
258
Parkside Financial Bank & Trust
Missouri
$35.3K +$4.59K +53 +14%
IBOK
259
Independence Bank of Kentucky
Kentucky
$33.5K
PPWM
260
PFG Private Wealth Management
Florida
$33.4K -$48.9K -564 -58%
C
261
Covestor
United Kingdom
$33K +$26.9K +311 +338%
KC
262
Kenfarb & Co
Kentucky
$29.8K
SFA
263
Semmax Financial Advisors
North Carolina
$29.3K +$34.6K +400 New
QCG
264
Quadrant Capital Group
Ohio
$27.1K +$24.1K +278 +515%
FMTCOCP
265
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K
CI Investments Inc
266
CI Investments Inc
Ontario, Canada
$24K +$87 +1 +0.3%
GWM
267
Geneos Wealth Management
Colorado
$23.9K
Nomura Asset Management
268
Nomura Asset Management
Japan
$23.7K
BTI
269
Blue Trust Inc
Georgia
$23K +$520 +6 +2%
CAM
270
Close Asset Management
United Kingdom
$22K
NECFA
271
New England Capital Financial Advisors
Connecticut
$20.4K +$21.7K +250 New
AA
272
AlphaMark Advisors
Kentucky
$20K +$21.7K +250 New
PA
273
Parallel Advisors
California
$18.7K +$4.24K +49 +27%
Acadian Asset Management
274
Acadian Asset Management
Massachusetts
$18K -$1.41M -16,237 -99%
BG
275
Bollard Group
Massachusetts
$18K

ASH Hedge Fund Activity: Q3 2023 in Review

324 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q3 2023, worth a combined $3.88B — down 5.3% from $4.09B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ASH and 43 opened new positions — a net loss of 11 holders — while 115 trimmed existing stakes and 106 added.

The largest buyer was Allspring Global Investments, adding an estimated $71.4M. The largest seller was Neuberger Berman Group, cutting an estimated $52.8M.

  • 324 institutional investors held Ashland (ASH) as of Q3 2023, down from 338 in Q2 2023.
  • Funds reported $3.88B of Ashland stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 43 funds opened new Ashland positions in Q3 2023 and 54 closed out, a net change of -11 holders.
  • The largest Ashland buyer in Q3 2023 was Allspring Global Investments, an estimated $71.4M added.
  • The largest Ashland seller in Q3 2023 was Neuberger Berman Group, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2023.