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359 hedge funds and large institutions have $3.18B invested in Ashland in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 120 increasing their positions, 128 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more ownership

Funds ownership: 90.51%94.51% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 128

7% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 60

2% less funds holding

Funds holding: 368359 (-9)

17% less capital invested

Capital invested by funds: $3.84B → $3.18B (-$659M)

62% less call options, than puts

Call options by funds: $2.81M | Put options by funds: $7.38M

Holders
359
Holders Change
-9
Holders Change %
-2.45%
% of All Funds
4.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
56
Increased
120
Reduced
128
Closed
60
Calls
$2.81M
Puts
$7.38M
Net Calls
-$4.57M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
251
Private Trust Company
Ohio
$78.6K -$45.4K -567 -34%
BC
252
Bayforest Capital
United Kingdom
$72K +$80.6K +1,007 New
AssetMark Inc
253
AssetMark Inc
California
$71K +$36.3K +454 +84%
C
254
Covestor
United Kingdom
$69K +$34.3K +428 +81%
Lazard Asset Management
255
Lazard Asset Management
New York
$62K -$4.48K -56 -6%
BTI
256
Blue Trust Inc
Georgia
$59.7K -$80K -999 -54%
WT
257
Whittier Trust
California
$57.9K
CIAM
258
Caitong International Asset Management
Hong Kong
$56.8K +$63.6K +795 New
AT
259
Arlington Trust
Alabama
$56.7K
AF
260
Atala Financial
California
$55.7K +$62.4K +780 New
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$51.5K -$16.9K -211 -23%
EI
262
Ecofi Investissements
France
$46.3K
PFBT
263
Parkside Financial Bank & Trust
Missouri
$38.4K
Simplex Trading
264
Simplex Trading
Illinois
$37K +$42.3K +528 New
PWA
265
Physician Wealth Advisors
Utah
$36.5K +$40.8K +510 New
AF
266
Allworth Financial
California
$36K -$7.37K -92 -15%
CAL
267
Capital Analysts LLC
Pennsylvania
$33K
VCM
268
Versant Capital Management
Arizona
$32.6K +$36.5K +456 New
ADL
269
Asset Dedication LLC
California
$31.8K -$18.3K -229 -34%
WSFS
270
Wilmington Savings Fund Society
Delaware
$31.2K
GRP
271
Global Retirement Partners
California
$30.8K +$3.6K +45 +12%
RTC
272
Riverview Trust Company
Washington
$28.2K -$52.4K -655 -62%
SFA
273
Semmax Financial Advisors
North Carolina
$26K
QCG
274
Quadrant Capital Group
Ohio
$24.1K -$62.4K -780 -70%
GWM
275
Geneos Wealth Management
Colorado
$24K

ASH Hedge Fund Activity: Q4 2024 in Review

359 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2024, worth a combined $3.18B — down 17% from $3.84B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of ASH and 56 opened new positions — a net loss of 4 holders — while 128 trimmed existing stakes and 120 added.

The largest buyer was Shapiro Capital Management, adding an estimated $34M. The largest seller was Goldman Sachs, cutting an estimated $48.1M.

  • 359 institutional investors held Ashland (ASH) as of Q4 2024, down from 368 in Q3 2024.
  • Funds reported $3.18B of Ashland stock for Q4 2024, down 17% quarter-over-quarter.
  • 56 funds opened new Ashland positions in Q4 2024 and 60 closed out, a net change of -4 holders.
  • The largest Ashland buyer in Q4 2024 was Shapiro Capital Management, an estimated $34M added.
  • The largest Ashland seller in Q4 2024 was Goldman Sachs, an estimated $48.1M sold.

Based on aggregated 13F filings for Q4 2024.