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330 hedge funds and large institutions have $4.27B invested in Ashland in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 123 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 41

0% more funds holding

Funds holding: 329330 (+1)

1.49% less ownership

Funds ownership: 93.09%91.6% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

9% less capital invested

Capital invested by funds: $4.67B → $4.27B (-$398M)

36% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 123

53% less call options, than puts

Call options by funds: $32.8M | Put options by funds: $69.3M

Holders
330
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
7.24%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
42
Increased
79
Reduced
123
Closed
41
Calls
$32.8M
Puts
$69.3M
Net Calls
-$36.5M
Net Calls Change
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
276
Semmax Financial Advisors
North Carolina
$31K
AF
277
Allworth Financial
California
$30K
SF
278
Synovus Financial
Georgia
$30K
ASN
279
Advisory Services Network
Georgia
$28K
MCM
280
McMillion Capital Management
North Carolina
$27K
RFA
281
Reilly Financial Advisors
California
$27K
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$26K
BWM
283
BerganKDV Wealth Management
Minnesota
$23K
GWM
284
Geneos Wealth Management
Colorado
$23K
CAM
285
Close Asset Management
United Kingdom
$21K
PA
286
Parallel Advisors
California
$19K
C
287
Cerebellum
California
$18K -$316K -4,167 -95%
MA
288
MCF Advisors
Kentucky
$18K
Acadian Asset Management
289
Acadian Asset Management
Massachusetts
$18K +$17.3K +228 New
ADL
290
Asset Dedication LLC
California
$17K
IBOK
291
Independence Bank of Kentucky
Kentucky
$17K
MMG
292
Monetary Management Group
Missouri
$15K
SCA
293
Stonebridge Capital Advisors
Minnesota
$15K
TIM
294
Tortoise Investment Management
New York
$15K
SPIA
295
Steward Partners Investment Advisory
New York
$12K
GAM
296
Gemmer Asset Management
California
$10K
FCB
297
First Command Bank
Texas
$9K
FCFS
298
First Command Financial Services
Texas
$9K
CIA
299
CSat Investment Advisory
Michigan
$9K +$1.22K +16 +15%
VCM
300
Versant Capital Management
Arizona
$9K +$5.17K +68 +128%

ASH Hedge Fund Activity: Q3 2019 in Review

330 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q3 2019, worth a combined $4.27B — down 8.5% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ASH positions and 41 closed out — a net gain of 1 holder — while 79 added to existing stakes and 123 trimmed.

The largest buyer was Blue Harbour Group, opening a new position worth an estimated $41.8M. The largest seller was Goldman Sachs, cutting an estimated $76.9M.

  • 330 institutional investors held Ashland (ASH) as of Q3 2019, up from 329 in Q2 2019.
  • Funds reported $4.27B of Ashland stock for Q3 2019, down 8.5% quarter-over-quarter.
  • 42 funds opened new Ashland positions in Q3 2019 and 41 closed out, a net change of +1 holder.
  • The largest Ashland buyer in Q3 2019 was Blue Harbour Group, an estimated $41.8M added.
  • The largest Ashland seller in Q3 2019 was Goldman Sachs, an estimated $76.9M sold.

Based on aggregated 13F filings for Q3 2019.