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369 hedge funds and large institutions have $5.18B invested in Ashland in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 28

62% more call options, than puts

Call options by funds: $37.9M | Put options by funds: $23.3M

20% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 98

9% more funds holding

Funds holding: 337369 (+32)

6% more capital invested

Capital invested by funds: $4.88B → $5.18B (+$297M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.71% less ownership

Funds ownership: 94.89%93.19% (-1.7%)

Holders
369
Holders Change
+32
Holders Change %
+9.5%
% of All Funds
5.93%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
66
Increased
118
Reduced
98
Closed
28
Calls
$37.9M
Puts
$23.3M
Net Calls
+$14.6M
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$31.5K
Nomura Asset Management
302
Nomura Asset Management
Japan
$31.2K
CA
303
Corrado Advisors
New Jersey
$30.8K +$30.1K +286 New
CAM
304
Close Asset Management
United Kingdom
$30K
BTI
305
Blue Trust Inc
Georgia
$28K +$8.64K +82 +38%
BG
306
Bollard Group
Massachusetts
$24K +$105 +1 +0.5%
CI Investments Inc
307
CI Investments Inc
Ontario, Canada
$22K -$52K -493 -70%
MA
308
Montag & Associates
Georgia
$21.5K
SCA
309
Stonebridge Capital Advisors
Minnesota
$21.5K
TIM
310
Tortoise Investment Management
New York
$21.5K
NA
311
NewEdge Advisors
Louisiana
$21K +$23K +218 New
PFBT
312
Parkside Financial Bank & Trust
Missouri
$20.2K +$17.9K +170 +944%
ASN
313
Advisory Services Network
Georgia
$17.6K +$17.2K +163 New
PA
314
Parallel Advisors
California
$16K +$316 +3 +2%
QL
315
Quarry LP
New York
$15.6K +$15.3K +145 New
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$15K -$738 -7 -5%
QCG
317
Quadrant Capital Group
Ohio
$14.3K +$211 +2 +2%
BWM
318
Baystate Wealth Management
Massachusetts
$13K
Simplex Trading
319
Simplex Trading
Illinois
$13K +$13.5K +128 New
GJIA
320
Glass Jacobson Investment Advisors
Maryland
$12.4K +$12.1K +115 New
AF
321
Advisornet Financial
Minnesota
$12.3K +$1.26K +12 +12%
MCC
322
Money Concepts Capital
Florida
$11.9K +$11.7K +111 New
CSPIA
323
Cary Street Partners Investment Advisory
Virginia
$11.4K +$11.2K +106 New
FHA
324
First Horizon Advisors
Tennessee
$11.2K
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$11.2K +$8.64K +82 +373%

ASH Hedge Fund Activity: Q4 2022 in Review

369 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2022, worth a combined $5.18B — up 6.1% from $4.88B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ASH positions and 28 closed out — a net gain of 38 holders — while 118 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $86.5M.

  • 369 institutional investors held Ashland (ASH) as of Q4 2022, up from 337 in Q3 2022.
  • Funds reported $5.18B of Ashland stock for Q4 2022, up 6.1% quarter-over-quarter.
  • 66 funds opened new Ashland positions in Q4 2022 and 28 closed out, a net change of +38 holders.
  • The largest Ashland buyer in Q4 2022 was Fidelity Investments, an estimated $36.3M added.
  • The largest Ashland seller in Q4 2022 was Thrivent Financial for Lutherans, an estimated $86.5M sold.

Based on aggregated 13F filings for Q4 2022.