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347 hedge funds and large institutions have $6.4B invested in Ashland in 2013 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 113 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

10% more capital invested

Capital invested by funds: $5.83B → $6.4B (+$569M)

3% more funds holding

Funds holding: 337347 (+10)

2.83% more ownership

Funds ownership: 180.66%183.49% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

14% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 132

41% less call options, than puts

Call options by funds: $52M | Put options by funds: $88.7M

Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
11.25%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
42
Increased
113
Reduced
132
Closed
28
Calls
$52M
Puts
$88.7M
Net Calls
-$36.7M
Net Calls Change
-$70.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PSI
326
Pinnacle Summer Investments
Virginia
$11K +$1.21K +28 +13%
AA
327
AlphaMark Advisors
Kentucky
$10K
QT
328
Quantbot Technologies
New York
$9K -$388K -8,994 -98%
EWM
329
Evercore Wealth Management
New York
$9K
CFA
330
Carroll Financial Associates
North Carolina
$8K
HPBT
331
High Point Bank & Trust
North Carolina
$8K
FFC
332
First Financial Corp
Indiana
$7K
FAM
333
Formidable Asset Management
Ohio
$7K +$7.07K +164 New
FNBT
334
FineMark National Bank & Trust
Florida
$5K
WA
335
WFG Advisors
Texas
$5K +$5.22K +121 New
RNS
336
Robert N. Shapiro
$4K -$2.98K -69 -45%
NES
337
New England Securities
New York
$4K
PTC
338
Private Trust Company
Ohio
$4K
AF
339
Arrow Financial
New York
$3K
EFSCE
340
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
MCM
341
Manchester Capital Management
Vermont
$2K
DADC
342
D.A. Davidson & Co
Montana
$1K
PFS
343
Penseco Financial Services
Pennsylvania
$1K
S
344
SignatureFD
Georgia
$1K
FA
345
Financial Advantage
Maryland
$1K +$1.42K +33 New
SIG
346
Senator Investment Group
New York
-$104M -2,555,000 Closed
CWAM
347
Columbia Wanger Asset Management
Illinois
-$48.1M -1,178,366 Closed
GCM
348
Gates Capital Management
New York
-$40M -979,906 Closed
LSV Asset Management
349
LSV Asset Management
Illinois
-$37.8M -924,706 Closed
BPM
350
Bronson Point Management
Connecticut
-$21.3M -522,038 Closed

ASH Hedge Fund Activity: Q3 2013 in Review

347 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q3 2013, worth a combined $6.4B — up 9.8% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ASH positions and 28 closed out — a net gain of 14 holders — while 113 added to existing stakes and 132 trimmed.

The largest buyer was Highfields Capital Management, opening a new position worth an estimated $106M. The largest seller was Senator Investment Group, exiting entirely with an estimated $104M sold.

  • 347 institutional investors held Ashland (ASH) as of Q3 2013, up from 337 in Q2 2013.
  • Funds reported $6.4B of Ashland stock for Q3 2013, up 9.8% quarter-over-quarter.
  • 42 funds opened new Ashland positions in Q3 2013 and 28 closed out, a net change of +14 holders.
  • The largest Ashland buyer in Q3 2013 was Highfields Capital Management, an estimated $106M added.
  • The largest Ashland seller in Q3 2013 was Senator Investment Group, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2013.