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328 hedge funds and large institutions have $4.15B invested in Ashland in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,257% more call options, than puts

Call options by funds: $268M | Put options by funds: $19.7M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 91

10% more capital invested

Capital invested by funds: $3.76B → $4.15B (+$385M)

9% more funds holding

Funds holding: 302328 (+26)

1.41% more ownership

Funds ownership: 92.42%93.83% (+1.4%)

Holders
328
Holders Change
+26
Holders Change %
+8.61%
% of All Funds
7.44%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
66
Increased
102
Reduced
91
Closed
38
Calls
$268M
Puts
$19.7M
Net Calls
+$248M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
301
Delpha Capital Management
New York
$11K +$10.9K +158 New
DSC
302
Duncker Streett & Co
Missouri
$10K
GAM
303
Gemmer Asset Management
California
$9K
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$9K +$9.1K +132 New
AA
305
AlphaMark Advisors
Kentucky
$8K
ASN
306
Advisory Services Network
Georgia
$8K +$69 +1 +0.9%
WAM
307
Wealthspire Advisors (Maryland)
Maryland
$8K +$5.17K +75 +197%
GEA
308
Glen Eagle Advisors
New Jersey
$7.12K
QCG
309
Quadrant Capital Group
Ohio
$7K
CFA
310
Carroll Financial Associates
North Carolina
$6K
Group One Trading
311
Group One Trading
Illinois
$6K
MOS
312
MGO One Seven
Ohio
$5K +$5.31K +77 New
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.59K +23 +66%
RBA
314
Richard Bernstein Advisors
New York
$4K +$3.45K +50 New
Walleye Trading
315
Walleye Trading
New York
$3.44K +$2.85M +41,259 +581%
AssetMark Inc
316
AssetMark Inc
California
$3K -$5.04K -73 -60%
HNB
317
Huntington National Bank
Ohio
$3K
SPI
318
Santori & Peters Inc
Pennsylvania
$3K +$3.52K +51 New
CIM
319
Contravisory Investment Management
Massachusetts
$2K
SFG
320
SevenBridge Financial Group
Pennsylvania
$2K
STA
321
Summit Trail Advisors
New York
$2K +$1.52K +22 New
LFA
322
Legacy Financial Advisors
Kentucky
$2K +$2.83K +41 New
MCM
323
Manchester Capital Management
Vermont
$1K
PFBT
324
Parkside Financial Bank & Trust
Missouri
$1K
PFSC
325
Peoples Financial Services Corp
Pennsylvania
$1K

ASH Hedge Fund Activity: Q4 2017 in Review

328 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2017, worth a combined $4.15B — up 10% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ASH positions and 38 closed out — a net gain of 28 holders — while 102 added to existing stakes and 91 trimmed.

The largest buyer was Glenhill Advisors, opening a new position worth an estimated $62.1M. The largest seller was Westchester Capital Management (New York), exiting entirely with an estimated $52.7M sold.

  • 328 institutional investors held Ashland (ASH) as of Q4 2017, up from 302 in Q3 2017.
  • Funds reported $4.15B of Ashland stock for Q4 2017, up 10% quarter-over-quarter.
  • 66 funds opened new Ashland positions in Q4 2017 and 38 closed out, a net change of +28 holders.
  • The largest Ashland buyer in Q4 2017 was Glenhill Advisors, an estimated $62.1M added.
  • The largest Ashland seller in Q4 2017 was Westchester Capital Management (New York), an estimated $52.7M sold.

Based on aggregated 13F filings for Q4 2017.