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Ashland
ASH

Overview Fund Activity

353 hedge funds and large institutions have $5.03B invested in Ashland in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 132 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-14
Holders Change %
-3.81%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
33
Increased
103
Reduced
132
Closed
42
Calls
$14.1M
Puts
$9.89M
Net Calls
+$4.18M
Net Calls Change
-$10.4M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
$56M
2
Millennium Management
Millennium Management
New York
$79.6M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$36.5M
4
Verition Fund Management
Verition Fund Management
Connecticut
$25.6M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$18.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$44.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$34.9M
3
CCA
Cruiser Capital Advisors
Connecticut
$13.7M
4
Citadel Advisors
Citadel Advisors
Florida
$39.5M
5
Norges Bank
Norges Bank
Norway
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ONST
326
Old North State Trust
North Carolina
$7K – – –
CIA
327
Cape Investment Advisory
Georgia
$6.68K +$6.68K +65 New
BIA
328
Bell Investment Advisors
California
$6.37K +$1.03K +10 +19%
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$5.75K +$103 +1 +2%
BFA
330
BBJS Financial Advisors
Washington
$5.68K – – –
SFG
331
Steward Financial Group
Texas
$5K +$2.76K +27 +123%
CA
332
Clearstead Advisors
Ohio
$4.62K -$154K -1,500 -97%
CAL
333
Capital Advisors Ltd
Ohio
$4K -$13.8K -138 -78%
LC
334
Lindbrook Capital
California
$3.9K – – –
SPIA
335
Steward Partners Investment Advisory
New York
$3.8K – – –
JWA
336
JFS Wealth Advisors
Pennsylvania
$3.29K -$822 -8 -20%
HGERS
337
Householder Group Estate & Retirement Specialist
Arizona
$3K +$91 +1 +3%
CSC
338
Caldwell Sutter Capital
California
$2.77K – – –
SC
339
Schubert & Co
Texas
$2.67K -$719 -7 -21%
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$2.26K – – –
BBPWM
341
Blue Bell Private Wealth Management
Pennsylvania
$1.85K – – –
EI
342
Ellevest Inc
New York
$1.64K -$2.77K -27 -63%
QC
343
Quent Capital
New York
$1.34K – – –
DI
344
Disciplined Investments
Oklahoma
$1.34K – – –
Commonwealth Equity Services
345
Commonwealth Equity Services
Massachusetts
$1.23K +$77 +753 +7%
TAIM
346
TD Ameritrade Investment Management
Nebraska
$1K – – –
FMP
347
Financial Management Professionals
Texas
$1K – – –
SIC
348
SJS Investment Consulting
Ohio
$925 -$719 -7 -44%
MFT
349
Moisand Fitzgerald Tamayo
Florida
$925 – – –
RI
350
Ridgewood Investments
New Jersey
$873 +$873 +8 New
12 13
14
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