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336 hedge funds and large institutions have $5.31B invested in Ashland in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 124 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 22

35% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $9.56M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

6% more funds holding

Funds holding: 316336 (+20)

1.23% more ownership

Funds ownership: 93.36%94.59% (+1.2%)

3% more capital invested

Capital invested by funds: $5.16B → $5.31B (+$152M)

30% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 124

Holders
336
Holders Change
+20
Holders Change %
+6.33%
% of All Funds
5.66%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
49
Increased
87
Reduced
124
Closed
22
Calls
$12.9M
Puts
$9.56M
Net Calls
+$3.36M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$2K +$716 +7 +44%
SWM
327
Spire Wealth Management
Virginia
$2K +$2.46K +24 New
SFG
328
Steward Financial Group
Texas
$2K +$2.66K +26 New
Bank of Montreal
329
Bank of Montreal
Ontario, Canada
$1.14K +$559K +5,461 +100%
FPS
330
Fieldpoint Private Securities
Connecticut
$1K
FMP
331
Financial Management Professionals
Texas
$1K
PCG
332
Private Capital Group
Connecticut
$1K
DI
333
Disciplined Investments
Oklahoma
$1K +$409 +4 +40%
GIA
334
GHP Investment Advisors
Colorado
$1K +$1.43K +14 New
SWA
335
Sutton Wealth Advisors
Florida
$103 +$102 +1 New
EBA
336
Eagle Bay Advisors
New York
$17
HF
337
HRT Financial
New York
-$5.36M -54,425 Closed
E
338
Ergoteles
New York
-$3.11M -31,627 Closed
EAM
339
Eagle Asset Management
Florida
-$2.18M -22,189 Closed
Man Group
340
Man Group
United Kingdom
-$1.87M -18,961 Closed
IA
341
Icon Advisers
Colorado
-$1.67M -17,000 Closed
CCS
342
Concentric Capital Strategies
Connecticut
-$1.18M -12,000 Closed
CPA
343
Cardiff Park Advisors
California
-$746K -7,580 Closed
HSBC Holdings
344
HSBC Holdings
United Kingdom
-$592K -5,947 Closed
WAM
345
Wolverine Asset Management
Illinois
-$492K -5,000 Closed
Wellington Management Group
346
Wellington Management Group
Massachusetts
-$333K -3,382 Closed
DBT
347
Dubuque Bank & Trust
Iowa
-$308K -3,126 Closed
SSA
348
Schonfeld Strategic Advisors
New York
-$290K -2,952 Closed
AIM
349
Aigen Investment Management
New York
-$275K -2,796 Closed
PFS
350
Prospera Financial Services
Texas
-$35K -359 Closed

ASH Hedge Fund Activity: Q2 2022 in Review

336 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q2 2022, worth a combined $5.31B — up 3% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new ASH positions and 22 closed out — a net gain of 27 holders — while 87 added to existing stakes and 124 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $38.1M. The largest seller was Ceredex Value Advisors, cutting an estimated $112M.

  • 336 institutional investors held Ashland (ASH) as of Q2 2022, up from 316 in Q1 2022.
  • Funds reported $5.31B of Ashland stock for Q2 2022, up 3% quarter-over-quarter.
  • 49 funds opened new Ashland positions in Q2 2022 and 22 closed out, a net change of +27 holders.
  • The largest Ashland buyer in Q2 2022 was Citadel Advisors, an estimated $38.1M added.
  • The largest Ashland seller in Q2 2022 was Ceredex Value Advisors, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.