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380 hedge funds and large institutions have $4.31B invested in Ashland in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more call options, than puts

Call options by funds: $5.14M | Put options by funds: $3.94M

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

10% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 119

2% more funds holding

Funds holding: 373380 (+7)

2.03% less ownership

Funds ownership: 92.96%90.93% (-2%)

5% less capital invested

Capital invested by funds: $4.53B → $4.31B (-$227M)

Holders
380
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
5.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
51
Increased
131
Reduced
119
Closed
42
Calls
$5.14M
Puts
$3.94M
Net Calls
+$1.2M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
276
NBC Securities
Alabama
$174K +$30.2K +311 +20%
CI Investments Inc
277
CI Investments Inc
Ontario, Canada
$141K +$38.2K +393 +36%
SOW
278
State of Wyoming
Wyoming
$140K -$25.4K -261 -15%
CPBTD
279
Central Pacific Bank - Trust Division
Hawaii
$136K
TRCT
280
Tower Research Capital (TRC)
New York
$124K -$287K -2,950 -69%
CT
281
Caldwell Trust
Florida
$123K +$1.17K +12 +0.9%
KBC Group
282
KBC Group
Belgium
$114K +$20.8K +214 +22%
QCG
283
Quadrant Capital Group
Ohio
$110K +$12.1K +125 +12%
SAM
284
Smartleaf Asset Management
Massachusetts
$102K +$1.55K +16 +1%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$102K +$41.5K +427 +65%
RTC
286
Riverview Trust Company
Washington
$99.1K
WT
287
Whittier Trust
California
$76.5K
AT
288
Arlington Trust
Alabama
$75K
EI
289
Ecofi Investissements
France
$73.9K +$82.6K +850 New
IC
290
Innealta Capital
Texas
$71.2K +$73.3K +754 New
A
291
AlphaQuest
New York
$70.7K +$71.8K +739 +8,211%
WAS
292
Winch Advisory Services
Wisconsin
$66.9K
ADL
293
Asset Dedication LLC
California
$63.7K
PFBT
294
Parkside Financial Bank & Trust
Missouri
$62.3K +$2.92K +30 +5%
GI
295
GAMMA Investing
California
$61.4K +$36.1K +372 +134%
AF
296
Allworth Financial
California
$57.4K +$16K +165 +38%
TWC
297
TD Waterhouse Canada
Ontario, Canada
$52.1K -$3.79K -39 -6%
QL
298
Quarry LP
New York
$51.1K -$26.1K -269 -33%
S
299
SignatureFD
Georgia
$46.2K +$3.5K +36 +8%
Jones Financial Companies
300
Jones Financial Companies
Missouri
$46K +$27.4K +282 +138%

ASH Hedge Fund Activity: Q2 2024 in Review

380 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q2 2024, worth a combined $4.31B — down 5% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ASH positions and 42 closed out — a net gain of 9 holders — while 131 added to existing stakes and 119 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $19.3M. The largest seller was Invesco, cutting an estimated $37.9M.

  • 380 institutional investors held Ashland (ASH) as of Q2 2024, up from 373 in Q1 2024.
  • Funds reported $4.31B of Ashland stock for Q2 2024, down 5% quarter-over-quarter.
  • 51 funds opened new Ashland positions in Q2 2024 and 42 closed out, a net change of +9 holders.
  • The largest Ashland buyer in Q2 2024 was Massachusetts Financial Services, an estimated $19.3M added.
  • The largest Ashland seller in Q2 2024 was Invesco, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2024.