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356 hedge funds and large institutions have $6.88B invested in Ashland in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 128 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

13% more capital invested

Capital invested by funds: $6.08B → $6.88B (+$796M)

0.04% less ownership

Funds ownership: 182.95%182.91% (-0.04%)

1% less funds holding

Funds holding: 358356 (-2)

13% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 128

23% less call options, than puts

Call options by funds: $118M | Put options by funds: $154M

Holders
356
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
8.86%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
40
Increased
112
Reduced
128
Closed
34
Calls
$118M
Puts
$154M
Net Calls
-$36.2M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FCB
301
First Command Bank
Texas
$68K
FCFS
302
First Command Financial Services
Texas
$68K
HFM
303
Hartford Financial Management
Connecticut
$64K +$61.6K +1,063 New
MFW
304
Mosaic Family Wealth
Missouri
$56K
Envestnet Asset Management
305
Envestnet Asset Management
Illinois
$54K -$69.2K -1,194 -56%
BBHC
306
Brown Brothers Harriman & Co
New York
$53K
GT
307
Glenmede Trust
Pennsylvania
$53K
MIC
308
MU Investments Company
Japan
$50K -$8.29K -143 -15%
AF
309
Allworth Financial
California
$49K -$13.5K -233 -23%
NIPH
310
NN Investment Partners Holdings
Netherlands
$49K
SF
311
Synovus Financial
Georgia
$48K
RFA
312
Reilly Financial Advisors
California
$45K
OAM
313
Oppenheimer Asset Management
New York
$44K +$42.5K +734 New
FIB
314
First Interstate Bank
Montana
$40K
CTC
315
Central Trust Company
Missouri
$38K
AIL
316
AGF Investments LLC
Ontario, Canada
$36K -$14.4K -249 -30%
CAM
317
Close Asset Management
United Kingdom
$34K
Acadian Asset Management
318
Acadian Asset Management
Massachusetts
$28K
WCBA
319
Weaver C. Barksdale & Associates
Tennessee
$26K -$4.29K -74 -15%
WAM
320
Wealthspire Advisors (Maryland)
Maryland
$22K +$696 +12 +3%
TWMP
321
Taylor Wealth Management Partners
Massachusetts
$19K
PCP
322
Proficio Capital Partners
Massachusetts
$18K +$22.8K +394 +240%
DSC
323
Duncker Streett & Co
Missouri
$17K
ASN
324
Advisory Services Network
Georgia
$17K +$16.1K +278 New
CCM
325
Cribstone Capital Management
Maine
$16K

ASH Hedge Fund Activity: Q1 2017 in Review

356 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2017, worth a combined $6.88B — up 13% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ASH positions and 34 closed out — a net gain of 6 holders — while 112 added to existing stakes and 128 trimmed.

The largest buyer was BlackRock, adding an estimated $662M. The largest seller was T. Rowe Price Associates, cutting an estimated $184M.

  • 356 institutional investors held Ashland (ASH) as of Q1 2017, down from 358 in Q4 2016.
  • Funds reported $6.88B of Ashland stock for Q1 2017, up 13% quarter-over-quarter.
  • 40 funds opened new Ashland positions in Q1 2017 and 34 closed out, a net change of +6 holders.
  • The largest Ashland buyer in Q1 2017 was BlackRock, an estimated $662M added.
  • The largest Ashland seller in Q1 2017 was T. Rowe Price Associates, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2017.