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347 hedge funds and large institutions have $6.4B invested in Ashland in 2013 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 113 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

10% more capital invested

Capital invested by funds: $5.83B → $6.4B (+$569M)

3% more funds holding

Funds holding: 337347 (+10)

2.83% more ownership

Funds ownership: 180.66%183.49% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

14% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 132

41% less call options, than puts

Call options by funds: $52M | Put options by funds: $88.7M

Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
11.25%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
42
Increased
113
Reduced
132
Closed
28
Calls
$52M
Puts
$88.7M
Net Calls
-$36.7M
Net Calls Change
-$70.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
MUFG Americas
New York
$55K
WTC
302
WhitTier Trust Company
Nevada
$55K
MFS
303
MSI Financial Services
Massachusetts
$53K +$15.9K +368 +45%
TF
304
Tompkins Financial
New York
$52K +$49.7K +1,153 New
HNB
305
Huntington National Bank
Ohio
$49K
NIM
306
NuWave Investment Management
New Jersey
$47K -$46.5K -1,077 -51%
PSUF
307
People's United Financial
Connecticut
$46K +$8.8K +204 +25%
JIR
308
James Investment Research
Ohio
$43K
FHA
309
First Horizon Advisors
Tennessee
$43K +$259 +6 +0.6%
RFA
310
Reilly Financial Advisors
California
$41K -$6.17K -143 -13%
HCM
311
Horrell Capital Management
Arkansas
$39K
SAMC
312
Shinko Asset Management Company
Japan
$37K
DekaBank Deutsche Girozentrale
313
DekaBank Deutsche Girozentrale
Germany
$36K -$33.7K -782 -49%
WCBA
314
Weaver C. Barksdale & Associates
Tennessee
$33K -$2.85K -66 -8%
ST
315
Spot Trading
Illinois
$32K -$1.85M -42,853 -98%
Jones Financial Companies
316
Jones Financial Companies
Missouri
$31K
Creative Planning
317
Creative Planning
Kansas
$29K +$13.1K +303 +89%
BC
318
Bartlett & Co
Ohio
$28K +$173 +4 +0.7%
DBT
319
Dubuque Bank & Trust
Iowa
$21K
CGT
320
Capital Guardian Trust
California
$20K
Manulife (Manufacturers Life Insurance)
321
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.2K +$2.85M +66,038 +21%
HHMI
322
Howard Hughes Medical Institute
Maryland
$16K -$7.85K -182 -33%
ClearBridge Investments
323
ClearBridge Investments
New York
$14K
DSC
324
Duncker Streett & Co
Missouri
$12K
BOK
325
Bank of Kentucky
Kentucky
$12K +$11.5K +266 New

ASH Hedge Fund Activity: Q3 2013 in Review

347 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q3 2013, worth a combined $6.4B — up 9.8% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ASH positions and 28 closed out — a net gain of 14 holders — while 113 added to existing stakes and 132 trimmed.

The largest buyer was Highfields Capital Management, opening a new position worth an estimated $106M. The largest seller was Senator Investment Group, exiting entirely with an estimated $104M sold.

  • 347 institutional investors held Ashland (ASH) as of Q3 2013, up from 337 in Q2 2013.
  • Funds reported $6.4B of Ashland stock for Q3 2013, up 9.8% quarter-over-quarter.
  • 42 funds opened new Ashland positions in Q3 2013 and 28 closed out, a net change of +14 holders.
  • The largest Ashland buyer in Q3 2013 was Highfields Capital Management, an estimated $106M added.
  • The largest Ashland seller in Q3 2013 was Senator Investment Group, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2013.