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335 hedge funds and large institutions have $4.66B invested in Ashland in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 110 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $85M | Put options by funds: $34M

16% more capital invested

Capital invested by funds: $4.02B → $4.66B (+$639M)

1.73% more ownership

Funds ownership: 93.35%95.08% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 110

5% less funds holding

Funds holding: 354335 (-19)

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

38% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 47

Holders
335
Holders Change
-19
Holders Change %
-5.37%
% of All Funds
7.25%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.22%
New
29
Increased
118
Reduced
110
Closed
47
Calls
$85M
Puts
$34M
Net Calls
+$50.9M
Net Calls Change
+$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FCB
301
First Command Bank
Texas
$9K -$9.24K -120 -50%
FCFS
302
First Command Financial Services
Texas
$9K -$9.24K -120 -50%
ASN
303
Advisory Services Network
Georgia
$9K
WAM
304
Wealthspire Advisors (Maryland)
Maryland
$9K +$616 +8 +7%
AA
305
AlphaMark Advisors
Kentucky
$8K
QCG
306
Quadrant Capital Group
Ohio
$8K
VCM
307
Versant Capital Management
Arizona
$8K +$4.16K +54 +93%
CB
308
CNB Bank
Pennsylvania
$8K +$7.7K +100 New
GEA
309
Glen Eagle Advisors
New Jersey
$7.81K
CFA
310
Carroll Financial Associates
North Carolina
$7K
DSC
311
Duncker Streett & Co
Missouri
$6K
EARNEST Partners
312
EARNEST Partners
Georgia
$6K
TAIM
313
TD Ameritrade Investment Management
Nebraska
$5K -$154 -2 -3%
BGIM
314
Brandywine Global Investment Management
Pennsylvania
$5K
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$4.93K +64 New
RIA
316
Realta Investment Advisors
Delaware
$5K +$5.32K +69 New
SCM
317
Shelton Capital Management
Colorado
$4.84K -$344K -4,459 -92%
EWM
318
Executive Wealth Management
Michigan
$4K
RBC
319
Roble Belko & Company
Pennsylvania
$4K
TWA
320
TCI Wealth Advisors
Arizona
$4K
LFA
321
Legacy Financial Advisors
Kentucky
$3K
SFG
322
SevenBridge Financial Group
Pennsylvania
$3K
ST
323
Smithfield Trust
Pennsylvania
$3K
AIC
324
Archer Investment Corporation
Indiana
$2K
LC
325
Lindbrook Capital
California
$2K

ASH Hedge Fund Activity: Q1 2019 in Review

335 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2019, worth a combined $4.66B — up 16% from $4.02B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of ASH and 29 opened new positions — a net loss of 18 holders — while 110 trimmed existing stakes and 118 added.

The largest buyer was Neuberger Berman Group, adding an estimated $51.5M. The largest seller was Sculptor Capital, exiting entirely with an estimated $149M sold.

  • 335 institutional investors held Ashland (ASH) as of Q1 2019, down from 354 in Q4 2018.
  • Funds reported $4.66B of Ashland stock for Q1 2019, up 16% quarter-over-quarter.
  • 29 funds opened new Ashland positions in Q1 2019 and 47 closed out, a net change of -18 holders.
  • The largest Ashland buyer in Q1 2019 was Neuberger Berman Group, an estimated $51.5M added.
  • The largest Ashland seller in Q1 2019 was Sculptor Capital, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2019.