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Ashland

331 hedge funds and large institutions have $5.22B invested in Ashland in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $9.94M

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

16% more capital invested

Capital invested by funds: $4.51B → $5.22B (+$708M)

2.96% more ownership

Funds ownership: 94.23%97.19% (+3%)

2% more funds holding

Funds holding: 325331 (+6)

6% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 107

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
331
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
5.81%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
47
Increased
101
Reduced
107
Closed
39
Calls
$13.7M
Puts
$9.94M
Net Calls
+$3.76M
Net Calls Change
-$6.21M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
301
EARNEST Partners
Georgia
$7K
NFG
302
Next Financial Group
Texas
$7K +$86 +1 +1%
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$7K +$7.25K +84 New
EW
304
Evoke Wealth
California
$6K
KFI
305
Key Financial Inc
Pennsylvania
$6K
ST
306
Smithfield Trust
Pennsylvania
$6K
HR
307
Howe & Rusling
New York
$5K -$1.55K -18 -24%
BCA
308
Berman Capital Advisors
Georgia
$5K
GAM
309
Gemmer Asset Management
California
$5K
Nisa Investment Advisors
310
Nisa Investment Advisors
Missouri
$4.06K -$276K -3,200 -7%
TWA
311
TCI Wealth Advisors
Arizona
$4K -$259 -3 -6%
CA
312
Clearstead Advisors
Ohio
$4K
TAIM
313
TD Ameritrade Investment Management
Nebraska
$4K
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$4K +$690 +8 +24%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$3K -$17.3K -200 -84%
MCM
316
Manchester Capital Management
Vermont
$3K -$173 -2 -6%
EFSCE
317
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
LC
318
Lindbrook Capital
California
$3K
VCM
319
Versant Capital Management
Arizona
$3K
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$3K +$604 +7 +23%
AIC
321
Archer Investment Corporation
Indiana
$2.66K
RWM
322
RBA Wealth Management
California
$2.13K +$2.07K +24 New
PCG
323
Private Capital Group
Connecticut
$2K -$2.42K -28 -56%
PFBT
324
Parkside Financial Bank & Trust
Missouri
$2K +$1.55K +18 New
MWP
325
Meridian Wealth Partners
Pennsylvania
$2K +$1.64K +19 New

ASH Hedge Fund Activity: Q1 2021 in Review

331 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2021, worth a combined $5.22B — up 16% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ASH positions and 39 closed out — a net gain of 8 holders — while 101 added to existing stakes and 107 trimmed.

The largest buyer was Franklin Resources, adding an estimated $131M. The largest seller was Marshall Wace North America, cutting an estimated $101M.

  • 331 institutional investors held Ashland (ASH) as of Q1 2021, up from 325 in Q4 2020.
  • Funds reported $5.22B of Ashland stock for Q1 2021, up 16% quarter-over-quarter.
  • 47 funds opened new Ashland positions in Q1 2021 and 39 closed out, a net change of +8 holders.
  • The largest Ashland buyer in Q1 2021 was Franklin Resources, an estimated $131M added.
  • The largest Ashland seller in Q1 2021 was Marshall Wace North America, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2021.