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380 hedge funds and large institutions have $4.31B invested in Ashland in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more call options, than puts

Call options by funds: $5.14M | Put options by funds: $3.94M

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

10% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 119

2% more funds holding

Funds holding: 373380 (+7)

2.03% less ownership

Funds ownership: 92.96%90.93% (-2%)

5% less capital invested

Capital invested by funds: $4.53B → $4.31B (-$227M)

Holders
380
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
5.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
51
Increased
131
Reduced
119
Closed
42
Calls
$5.14M
Puts
$3.94M
Net Calls
+$1.2M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
251
Roanoke Asset Management
New Jersey
$236K -$9.72K -100 -4%
SCM
252
Shelton Capital Management
Colorado
$235K -$15.6K -161 -6%
IFWM
253
Institute for Wealth Management
Colorado
$235K -$6.41K -66 -3%
GT
254
Glenview Trust
Kentucky
$232K -$11.9K -122 -5%
SSA
255
Schonfeld Strategic Advisors
New York
$232K -$2.84M -29,244 -92%
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$227K -$58.1K -598 -20%
ProShare Advisors
257
ProShare Advisors
Maryland
$223K -$7.77K -80 -3%
SAM
258
Silvercrest Asset Management
New York
$221K
OSAM
259
O'Shaughnessy Asset Management
Connecticut
$220K +$14.9K +153 +7%
WRPWM
260
Werba Rubin Papier Wealth Management
California
$217K
BFM
261
Boothbay Fund Management
New York
$217K -$267K -2,747 -54%
SPC
262
Sigma Planning Corp
Michigan
$215K
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$213K +$166K +1,704 +312%
ST
264
Smithfield Trust
Pennsylvania
$210K
JSW
265
Journey Strategic Wealth
New Jersey
$210K +$216K +2,219 New
TAM
266
Todd Asset Management
Kentucky
$205K
CAM
267
Cresset Asset Management
Illinois
$204K +$210K +2,160 New
I
268
InceptionR
California
$204K +$210K +2,159 New
BCI
269
Brinker Capital Investments
Pennsylvania
$202K +$208K +2,141 New
OPS
270
Orion Portfolio Solutions
Nebraska
$202K +$208K +2,141 New
US Bancorp
271
US Bancorp
Minnesota
$201K -$16.3K -168 -7%
BO
272
Bank OZK
Arkansas
$201K -$2.92K -30 -1%
PTC
273
Private Trust Company
Ohio
$200K -$46.9K -483 -19%
PD
274
Point72 (DIFC)
United Arab Emirates
$194K +$199K +2,049 New
AAM
275
Advisors Asset Management
Colorado
$189K -$173K -1,781 -47%

ASH Hedge Fund Activity: Q2 2024 in Review

380 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q2 2024, worth a combined $4.31B — down 5% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ASH positions and 42 closed out — a net gain of 9 holders — while 131 added to existing stakes and 119 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $19.3M. The largest seller was Invesco, cutting an estimated $37.9M.

  • 380 institutional investors held Ashland (ASH) as of Q2 2024, up from 373 in Q1 2024.
  • Funds reported $4.31B of Ashland stock for Q2 2024, down 5% quarter-over-quarter.
  • 51 funds opened new Ashland positions in Q2 2024 and 42 closed out, a net change of +9 holders.
  • The largest Ashland buyer in Q2 2024 was Massachusetts Financial Services, an estimated $19.3M added.
  • The largest Ashland seller in Q2 2024 was Invesco, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2024.