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330 hedge funds and large institutions have $4.27B invested in Ashland in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

0.97% more ownership

Funds ownership: 91.6%92.57% (+0.97%)

0% more funds holding

Funds holding: 330330 (0)

0% less capital invested

Capital invested by funds: $4.27B → $4.27B (-$4.79M)

6% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $70.6M

10% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 107

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
330
Holders Change
Holders Change %
0%
% of All Funds
6.5%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.2%
New
50
Increased
96
Reduced
107
Closed
41
Calls
$66.7M
Puts
$70.6M
Net Calls
-$3.9M
Net Calls Change
+$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
301
Brandywine Global Investment Management
Pennsylvania
$7K +$152 +2 +3%
SPIA
302
Steward Partners Investment Advisory
New York
$6K -$5.77K -76 -47%
VCM
303
Versant Capital Management
Arizona
$6K -$2.43K -32 -26%
EARNEST Partners
304
EARNEST Partners
Georgia
$6K
DSC
305
Duncker Streett & Co
Missouri
$6K +$5.62K +74 New
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$5K
RIA
307
Realta Investment Advisors
Delaware
$5K
LC
308
Lindbrook Capital
California
$5K +$2.28K +30 +91%
RCA
309
Ranch Capital Advisors
Florida
$5K +$5.24K +69 New
TWA
310
TCI Wealth Advisors
Arizona
$4K
TAIM
311
TD Ameritrade Investment Management
Nebraska
$3K -$683 -9 -18%
RBC
312
Roble Belko & Company
Pennsylvania
$3K
ST
313
Smithfield Trust
Pennsylvania
$3K
SFS
314
Sowell Financial Services
Arkansas
$3K +$1.44K +19 +112%
TPCW
315
TD Private Client Wealth
New York
$2.83K +$2.81K +37 New
AWA
316
Arkadios Wealth Advisors
Georgia
$2.77K +$2.58K +34 New
AIC
317
Archer Investment Corporation
Indiana
$2K
PFBT
318
Parkside Financial Bank & Trust
Missouri
$2K
CFG
319
Citizens Financial Group
Rhode Island
$2K +$1.9K +25 New
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$2K +$2.28K +30 New
EW
321
Evoke Wealth
California
$1.53K
HGWM
322
Harvest Group Wealth Management
Massachusetts
$1K
MCM
323
Manchester Capital Management
Vermont
$1K
TFGT
324
TS Financial Group (TSFG)
Illinois
$1K
AC
325
Asio Capital
Kentucky
$15 +$15.2K +200 New

ASH Hedge Fund Activity: Q4 2019 in Review

330 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2019, worth a combined $4.27B — down 0.11% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ASH positions and 41 closed out — a net gain of 9 holders — while 96 added to existing stakes and 107 trimmed.

The largest buyer was Causeway Capital Management, opening a new position worth an estimated $110M. The largest seller was Empyrean Capital Partners, exiting entirely with an estimated $114M sold.

  • 330 institutional investors held Ashland (ASH) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $4.27B of Ashland stock for Q4 2019, down 0.11% quarter-over-quarter.
  • 50 funds opened new Ashland positions in Q4 2019 and 41 closed out, a net change of +9 holders.
  • The largest Ashland buyer in Q4 2019 was Causeway Capital Management, an estimated $110M added.
  • The largest Ashland seller in Q4 2019 was Empyrean Capital Partners, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2019.