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324 hedge funds and large institutions have $3.88B invested in Ashland in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.19% more ownership

Funds ownership: 89.13%92.32% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 115

4% less funds holding

Funds holding: 338324 (-14)

5% less capital invested

Capital invested by funds: $4.09B → $3.88B (-$215M)

20% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 54

37% less call options, than puts

Call options by funds: $6.21M | Put options by funds: $9.79M

Holders
324
Holders Change
-14
Holders Change %
-4.14%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
43
Increased
106
Reduced
115
Closed
54
Calls
$6.21M
Puts
$9.79M
Net Calls
-$3.58M
Net Calls Change
+$6.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$17K -$3.29K -38 -15%
MA
277
Montag & Associates
Georgia
$16.3K
TIM
278
Tortoise Investment Management
New York
$16.3K
CAL
279
Capital Advisors Ltd
Ohio
$15K
AF
280
Arrow Financial
New York
$13.5K
HCP
281
Hexagon Capital Partners
Arkansas
$12.7K +$13.4K +155 New
BWM
282
Baystate Wealth Management
Massachusetts
$10.2K
IUHSA
283
Itau Unibanco Holding S.A.
Brazil
$9.96K -$64.3K -742 -86%
GJIA
284
Glass Jacobson Investment Advisors
Maryland
$9.39K +$953 +11 +11%
AF
285
Advisornet Financial
Minnesota
$8.9K -$173 -2 -2%
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$8.49K
CB
287
CNB Bank
Pennsylvania
$8.17K
First Manhattan
288
First Manhattan
New York
$8.17K
GEA
289
Glen Eagle Advisors
New Jersey
$8.17K
UB
290
UMB Bank
Missouri
$8.17K
TPCW
291
TD Private Client Wealth
New York
$7.84K -$260 -3 -3%
HNB
292
Huntington National Bank
Ohio
$7.6K
CA
293
Clearstead Advisors
Ohio
$7.35K +$3.9K +45 +100%
MA
294
MCF Advisors
Kentucky
$7.08K +$87 +1 +1%
WTA
295
Washington Trust Advisors
Massachusetts
$6.86K
BIA
296
Bell Investment Advisors
California
$6.45K -$606 -7 -8%
Mitsubishi UFJ Asset Management
297
Mitsubishi UFJ Asset Management
Japan
$6.13K +$6.5K +75 New
Bessemer Group
298
Bessemer Group
New Jersey
$6K +$2.69K +31 +72%
KFI
299
Key Financial Inc
Pennsylvania
$5.64K
EWA
300
EverSource Wealth Advisors
Alabama
$5.55K +$5.89K +68 New

ASH Hedge Fund Activity: Q3 2023 in Review

324 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q3 2023, worth a combined $3.88B — down 5.3% from $4.09B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ASH and 43 opened new positions — a net loss of 11 holders — while 115 trimmed existing stakes and 106 added.

The largest buyer was Allspring Global Investments, adding an estimated $71.4M. The largest seller was Neuberger Berman Group, cutting an estimated $52.8M.

  • 324 institutional investors held Ashland (ASH) as of Q3 2023, down from 338 in Q2 2023.
  • Funds reported $3.88B of Ashland stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 43 funds opened new Ashland positions in Q3 2023 and 54 closed out, a net change of -11 holders.
  • The largest Ashland buyer in Q3 2023 was Allspring Global Investments, an estimated $71.4M added.
  • The largest Ashland seller in Q3 2023 was Neuberger Berman Group, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2023.