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373 hedge funds and large institutions have $4.53B invested in Ashland in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

13% more capital invested

Capital invested by funds: $4.01B → $4.53B (+$523M)

11% more funds holding

Funds holding: 336373 (+37)

0.71% less ownership

Funds ownership: 93.67%92.96% (-0.71%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

28% less call options, than puts

Call options by funds: $6.72M | Put options by funds: $9.33M

Holders
373
Holders Change
+37
Holders Change %
+11.01%
% of All Funds
5.37%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
72
Increased
109
Reduced
114
Closed
32
Calls
$6.72M
Puts
$9.33M
Net Calls
-$2.61M
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$32K -$2.69K -30 -8%
RA
302
Rise Advisors
New York
$30.4K +$18.8K +210 New
FMTCOCP
303
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K
GWM
304
Geneos Wealth Management
Colorado
$28.5K
Nomura Asset Management
305
Nomura Asset Management
Japan
$28.2K
GI
306
GAMMA Investing
California
$27.1K +$13.7K +153 +122%
CAM
307
Close Asset Management
United Kingdom
$27K
AA
308
AlphaMark Advisors
Kentucky
$24K
EWA
309
EverSource Wealth Advisors
Alabama
$22.1K -$2.6K -29 -11%
MA
310
MCF Advisors
Kentucky
$22.1K
Acadian Asset Management
311
Acadian Asset Management
Massachusetts
$22K
BG
312
Bollard Group
Massachusetts
$22K
NECFA
313
New England Capital Financial Advisors
Connecticut
$21.2K
SAM
314
Storebrand Asset Management
Norway
$20.2K -$192K -2,149 -91%
Jones Financial Companies
315
Jones Financial Companies
Missouri
$20K +$11.7K +131 +177%
MA
316
Montag & Associates
Georgia
$19.5K
TIM
317
Tortoise Investment Management
New York
$19.5K
CAL
318
Capital Advisors Ltd
Ohio
$17K
BTI
319
Blue Trust Inc
Georgia
$16.4K -$2.06K -23 -12%
AF
320
Arrow Financial
New York
$16.1K
TSMHT
321
Thurston Springer Miller Herd & Titak
Indiana
$15.9K +$14.6K +163 New
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$13.5K -$17.8K -199 -59%
LFA
323
LGT Financial Advisors
Texas
$13.5K
FFA
324
Frazier Financial Advisors
Ohio
$13K +$11.9K +133 New
HNB
325
Huntington National Bank
Ohio
$11.8K +$2.51K +28 +30%

ASH Hedge Fund Activity: Q1 2024 in Review

373 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2024, worth a combined $4.53B — up 13% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ASH positions and 32 closed out — a net gain of 40 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $24.4M. The largest seller was Standard Investments, exiting entirely with an estimated $41.3M sold.

  • 373 institutional investors held Ashland (ASH) as of Q1 2024, up from 336 in Q4 2023.
  • Funds reported $4.53B of Ashland stock for Q1 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Ashland positions in Q1 2024 and 32 closed out, a net change of +40 holders.
  • The largest Ashland buyer in Q1 2024 was Balyasny Asset Management, an estimated $24.4M added.
  • The largest Ashland seller in Q1 2024 was Standard Investments, an estimated $41.3M sold.

Based on aggregated 13F filings for Q1 2024.