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328 hedge funds and large institutions have $4.15B invested in Ashland in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,257% more call options, than puts

Call options by funds: $268M | Put options by funds: $19.7M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 91

10% more capital invested

Capital invested by funds: $3.76B → $4.15B (+$385M)

9% more funds holding

Funds holding: 302328 (+26)

1.41% more ownership

Funds ownership: 92.42%93.83% (+1.4%)

Holders
328
Holders Change
+26
Holders Change %
+8.61%
% of All Funds
7.44%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
66
Increased
102
Reduced
91
Closed
38
Calls
$268M
Puts
$19.7M
Net Calls
+$248M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
276
Mosaic Family Wealth
Missouri
$32K
Envestnet Asset Management
277
Envestnet Asset Management
Illinois
$31K -$1.72K -25 -5%
OIA
278
OneDigital Investment Advisors
Kansas
$31K
BBHC
279
Brown Brothers Harriman & Co
New York
$31K +$1.03K +15 +4%
RBC
280
Roble Belko & Company
Pennsylvania
$30K +$29.3K +425 New
TFS
281
TrustCore Financial Services
Tennessee
$29K +$28.3K +410 New
AF
282
Allworth Financial
California
$28K
RFA
283
Reilly Financial Advisors
California
$26K
TG
284
TLP Group
Illinois
$25K +$24.4K +354 New
WCBA
285
Weaver C. Barksdale & Associates
Tennessee
$24K -$2.76K -40 -11%
FIB
286
First Interstate Bank
Montana
$23K
GWM
287
Geneos Wealth Management
Colorado
$23K
SIAS
288
Shine Investment Advisory Services
Colorado
$23K +$12.7K +184 +131%
APA
289
American Portfolios Advisors
New York
$20.6K +$20K +290 New
CAM
290
Close Asset Management
United Kingdom
$20K
CTC
291
Central Trust Company
Missouri
$18K
PA
292
Parallel Advisors
California
$18K
PCP
293
Proficio Capital Partners
Massachusetts
$18K
ST
294
Smithfield Trust
Pennsylvania
$18K +$17.5K +254 New
Acadian Asset Management
295
Acadian Asset Management
Massachusetts
$16K
FCB
296
First Command Bank
Texas
$14K -$24.7K -358 -65%
FCFS
297
First Command Financial Services
Texas
$14K -$24.7K -358 -65%
PO
298
Private Ocean
California
$14K +$13.8K +200 New
POIA
299
Pin Oak Investment Advisors
Texas
$13K +$12.3K +178 New
TWMP
300
Taylor Wealth Management Partners
Massachusetts
$11K

ASH Hedge Fund Activity: Q4 2017 in Review

328 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2017, worth a combined $4.15B — up 10% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ASH positions and 38 closed out — a net gain of 28 holders — while 102 added to existing stakes and 91 trimmed.

The largest buyer was Glenhill Advisors, opening a new position worth an estimated $62.1M. The largest seller was Westchester Capital Management (New York), exiting entirely with an estimated $52.7M sold.

  • 328 institutional investors held Ashland (ASH) as of Q4 2017, up from 302 in Q3 2017.
  • Funds reported $4.15B of Ashland stock for Q4 2017, up 10% quarter-over-quarter.
  • 66 funds opened new Ashland positions in Q4 2017 and 38 closed out, a net change of +28 holders.
  • The largest Ashland buyer in Q4 2017 was Glenhill Advisors, an estimated $62.1M added.
  • The largest Ashland seller in Q4 2017 was Westchester Capital Management (New York), an estimated $52.7M sold.

Based on aggregated 13F filings for Q4 2017.