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384 hedge funds and large institutions have $7.81B invested in Ashland in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $310M | Put options by funds: $123M

11% more capital invested

Capital invested by funds: $7.02B → $7.81B (+$783M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

7.69% more ownership

Funds ownership: 173.6%181.29% (+7.7%)

3% less funds holding

Funds holding: 395384 (-11)

13% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 48

40% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 167

Holders
384
Holders Change
-11
Holders Change %
-2.78%
% of All Funds
10.23%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
42
Increased
101
Reduced
167
Closed
48
Calls
$310M
Puts
$123M
Net Calls
+$187M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
326
Nordea Investment Management
Sweden
$111K
MA
327
MUFG Americas
New York
$110K
DADC
328
D.A. Davidson & Co
Montana
$91K -$1.88K -31 -2%
EOJOAM
329
E. Ohman J:or Asset Management
Sweden
$89.1K -$149K -2,453 -63%
WAS
330
Winch Advisory Services
Wisconsin
$87K +$84.5K +1,396 New
WTC
331
WhitTier Trust Company
Nevada
$76K
SIA
332
Stancorp Investment Advisers
Oregon
$74K +$72.1K +1,190 New
TF
333
Tompkins Financial
New York
$72K
CTC
334
Central Trust Company
Missouri
$70K
Bessemer Group
335
Bessemer Group
New Jersey
$64K
JIR
336
James Investment Research
Ohio
$59K -$27.9K -460 -33%
RFA
337
Reilly Financial Advisors
California
$59K
Creative Planning
338
Creative Planning
Kansas
$52K
First Manhattan
339
First Manhattan
New York
$50K
SF
340
Synovus Financial
Georgia
$49K
S
341
SignatureFD
Georgia
$45K
FHA
342
First Horizon Advisors
Tennessee
$42K
TC
343
Trust Company
Kansas
$38K +$37.1K +613 New
WA
344
WFG Advisors
Texas
$31K
GWS
345
Glassman Wealth Services
Virginia
$30K
WCBA
346
Weaver C. Barksdale & Associates
Tennessee
$29K
ONB
347
Old National Bancorp
Indiana
$27K +$26.5K +437 New
SAMC
348
Shinko Asset Management Company
Japan
$26K -$11.7K -194 -32%
HNB
349
Huntington National Bank
Ohio
$25K -$24.7K -408 -51%
PIA
350
Peachtree Investment Advisors
Georgia
$25K

ASH Hedge Fund Activity: Q1 2015 in Review

384 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2015, worth a combined $7.81B — up 11% from $7.02B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of ASH and 42 opened new positions — a net loss of 6 holders — while 167 trimmed existing stakes and 101 added.

The largest buyer was Jana Partners, opening a new position worth an estimated $647M. The largest seller was abrdn Investment Management, exiting entirely with an estimated $83.5M sold.

  • 384 institutional investors held Ashland (ASH) as of Q1 2015, down from 395 in Q4 2014.
  • Funds reported $7.81B of Ashland stock for Q1 2015, up 11% quarter-over-quarter.
  • 42 funds opened new Ashland positions in Q1 2015 and 48 closed out, a net change of -6 holders.
  • The largest Ashland buyer in Q1 2015 was Jana Partners, an estimated $647M added.
  • The largest Ashland seller in Q1 2015 was abrdn Investment Management, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2015.