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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
UB
326
UMB Bank
Missouri
$11K
CB
327
CNB Bank
Pennsylvania
$10.8K
GEA
328
Glen Eagle Advisors
New Jersey
$10.8K
TPCW
329
TD Private Client Wealth
New York
$10.6K
HNB
330
Huntington National Bank
Ohio
$10K -$17.9K -170 -65%
C
331
Covestor
United Kingdom
$10K
IUHSA
332
Itau Unibanco Holding S.A.
Brazil
$9.89K +$9.7K +92 New
MA
333
MCF Advisors
Kentucky
$9.21K +$105 +1 +1%
WTA
334
Washington Trust Advisors
Massachusetts
$9.03K
GIA
335
Goodwin Investment Advisory
Georgia
$8.49K
ST
336
Smithfield Trust
Pennsylvania
$8K
ONST
337
Old North State Trust
North Carolina
$7K
BBHC
338
Brown Brothers Harriman & Co
New York
$6.56K
KFI
339
Key Financial Inc
Pennsylvania
$6.55K
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$6K +$1.37K +13 +31%
BFA
341
BBJS Financial Advisors
Washington
$5.93K +$5.8K +55 New
BIA
342
Bell Investment Advisors
California
$5.59K +$738 +7 +16%
CPG
343
Cornerstone Planning Group
New Jersey
$5.36K +$5.16K +49 New
MWA
344
Miller Wealth Advisors
Colorado
$5K
EI
345
Ellevest Inc
New York
$4.62K +$2.85K +27 +169%
JWA
346
JFS Wealth Advisors
Pennsylvania
$4.3K
LC
347
Lindbrook Capital
California
$4.09K
SPIA
348
Steward Partners Investment Advisory
New York
$3.98K
SC
349
Schubert & Co
Texas
$3.55K -$316 -3 -8%
HGERS
350
Householder Group Estate & Retirement Specialist
Arizona
$3K

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.