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330 hedge funds and large institutions have $4.27B invested in Ashland in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

0.97% more ownership

Funds ownership: 91.6%92.57% (+0.97%)

0% more funds holding

Funds holding: 330330 (0)

0% less capital invested

Capital invested by funds: $4.27B → $4.27B (-$4.79M)

6% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $70.6M

10% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 107

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
330
Holders Change
Holders Change %
0%
% of All Funds
6.5%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.2%
New
50
Increased
96
Reduced
107
Closed
41
Calls
$66.7M
Puts
$70.6M
Net Calls
-$3.9M
Net Calls Change
+$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
276
American Portfolios Advisors
New York
$32.6K -$6.98K -92 -18%
SFA
277
Semmax Financial Advisors
North Carolina
$31K
TFS
278
TrustCore Financial Services
Tennessee
$31K
AF
279
Allworth Financial
California
$30K
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$29K +$3.57K +47 +14%
OPS
281
Orion Portfolio Solutions
Nebraska
$29K +$29.2K +385 New
First Manhattan
282
First Manhattan
New York
$28K +$28.5K +375 New
MCM
283
McMillion Capital Management
North Carolina
$27K
RFA
284
Reilly Financial Advisors
California
$27K
BWM
285
BerganKDV Wealth Management
Minnesota
$23K
GWM
286
Geneos Wealth Management
Colorado
$23K
CAM
287
Close Asset Management
United Kingdom
$21K
PA
288
Parallel Advisors
California
$19K
MA
289
MCF Advisors
Kentucky
$18K
ADL
290
Asset Dedication LLC
California
$17K
IBOK
291
Independence Bank of Kentucky
Kentucky
$17K
SCA
292
Stonebridge Capital Advisors
Minnesota
$15K
TIM
293
Tortoise Investment Management
New York
$15K
Chevy Chase Trust
294
Chevy Chase Trust
Maryland
$15K +$15.2K +200 New
GAM
295
Gemmer Asset Management
California
$10K
CTC
296
Central Trust Company
Missouri
$9K
CB
297
CNB Bank
Pennsylvania
$8K
GEA
298
Glen Eagle Advisors
New Jersey
$7.65K
CFA
299
Carroll Financial Associates
North Carolina
$7K
QCG
300
Quadrant Capital Group
Ohio
$7K

ASH Hedge Fund Activity: Q4 2019 in Review

330 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2019, worth a combined $4.27B — down 0.11% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ASH positions and 41 closed out — a net gain of 9 holders — while 96 added to existing stakes and 107 trimmed.

The largest buyer was Causeway Capital Management, opening a new position worth an estimated $110M. The largest seller was Empyrean Capital Partners, exiting entirely with an estimated $114M sold.

  • 330 institutional investors held Ashland (ASH) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $4.27B of Ashland stock for Q4 2019, down 0.11% quarter-over-quarter.
  • 50 funds opened new Ashland positions in Q4 2019 and 41 closed out, a net change of +9 holders.
  • The largest Ashland buyer in Q4 2019 was Causeway Capital Management, an estimated $110M added.
  • The largest Ashland seller in Q4 2019 was Empyrean Capital Partners, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2019.