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331 hedge funds and large institutions have $5.22B invested in Ashland in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $9.94M

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

16% more capital invested

Capital invested by funds: $4.51B → $5.22B (+$708M)

2.96% more ownership

Funds ownership: 94.23%97.19% (+3%)

2% more funds holding

Funds holding: 325331 (+6)

6% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 107

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
331
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
5.81%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
47
Increased
101
Reduced
107
Closed
39
Calls
$13.7M
Puts
$9.94M
Net Calls
+$3.76M
Net Calls Change
-$6.21M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$29.9K +$25.9K +300 +811%
APA
277
American Portfolios Advisors
New York
$29.2K +$8.45K +98 +42%
CWP
278
Concord Wealth Partners
Virginia
$29K +$28.6K +331 New
CHC
279
City Holding Co
West Virginia
$27K
AF
280
Arrow Financial
New York
$26K
GWM
281
Geneos Wealth Management
Colorado
$26K
CAM
282
Close Asset Management
United Kingdom
$24K
IA
283
IFP Advisors
Florida
$20K
FHA
284
First Horizon Advisors
Tennessee
$19K +$2.07K +24 +13%
MA
285
Montag & Associates
Georgia
$18K
TIM
286
Tortoise Investment Management
New York
$18K
TFS
287
TrustCore Financial Services
Tennessee
$18K
MA
288
MCF Advisors
Kentucky
$18K +$10.6K +123 +146%
SCA
289
Stonebridge Capital Advisors
Minnesota
$18K +$17.3K +200 New
HNB
290
Huntington National Bank
Ohio
$15K
Robeco Institutional Asset Management
291
Robeco Institutional Asset Management
Netherlands
$15K
Bessemer Group
292
Bessemer Group
New Jersey
$13K
PA
293
Parallel Advisors
California
$13K +$2.5K +29 +24%
CB
294
CNB Bank
Pennsylvania
$9K
QCG
295
Quadrant Capital Group
Ohio
$9K
CL
296
COWA LLC
Oklahoma
$9K +$8.63K +100 New
GEA
297
Glen Eagle Advisors
New Jersey
$8.88K
AIG
298
American International Group
New York
$8.79K +$49.1K +569 +0.6%
PFGIA
299
Patriot Financial Group Insurance Agency
Massachusetts
$8K
FPS
300
Fieldpoint Private Securities
Connecticut
$8K +$1.29K +15 +20%

ASH Hedge Fund Activity: Q1 2021 in Review

331 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2021, worth a combined $5.22B — up 16% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ASH positions and 39 closed out — a net gain of 8 holders — while 101 added to existing stakes and 107 trimmed.

The largest buyer was Franklin Resources, adding an estimated $131M. The largest seller was Marshall Wace North America, cutting an estimated $101M.

  • 331 institutional investors held Ashland (ASH) as of Q1 2021, up from 325 in Q4 2020.
  • Funds reported $5.22B of Ashland stock for Q1 2021, up 16% quarter-over-quarter.
  • 47 funds opened new Ashland positions in Q1 2021 and 39 closed out, a net change of +8 holders.
  • The largest Ashland buyer in Q1 2021 was Franklin Resources, an estimated $131M added.
  • The largest Ashland seller in Q1 2021 was Marshall Wace North America, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2021.