We are live on ! Find out more

380 hedge funds and large institutions have $4.31B invested in Ashland in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more call options, than puts

Call options by funds: $5.14M | Put options by funds: $3.94M

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

10% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 119

2% more funds holding

Funds holding: 373380 (+7)

2.03% less ownership

Funds ownership: 92.96%90.93% (-2%)

5% less capital invested

Capital invested by funds: $4.53B → $4.31B (-$227M)

Holders
380
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
5.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
51
Increased
131
Reduced
119
Closed
42
Calls
$5.14M
Puts
$3.94M
Net Calls
+$1.2M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
326
Hillsdale Investment Management
Ontario, Canada
$14.2K +$14.6K +150 New
PS
327
Principal Securities
Iowa
$14.1K +$5.83K +60 +67%
LFA
328
LGT Financial Advisors
Texas
$13.1K
UB
329
UMB Bank
Missouri
$12.3K +$1.46K +15 +13%
HNB
330
Huntington National Bank
Ohio
$11.9K +$486 +5 +4%
TPCW
331
TD Private Client Wealth
New York
$11K
AF
332
Arrow Financial
New York
$10.7K -$5.05K -52 -32%
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$10.1K +$2.33K +24 +29%
QC
334
Quent Capital
New York
$10.1K +$5.83K +60 +128%
FHA
335
First Horizon Advisors
Tennessee
$9.83K +$389 +4 +4%
AF
336
Advisornet Financial
Minnesota
$9.45K
BBPWM
337
Blue Bell Private Wealth Management
Pennsylvania
$9.45K
CB
338
CNB Bank
Pennsylvania
$9.45K
GJIA
339
Glass Jacobson Investment Advisors
Maryland
$9.45K
GEA
340
Glen Eagle Advisors
New Jersey
$9.45K
CP
341
Camelot Portfolios
Ohio
$9.45K +$9.72K +100 New
WTA
342
Washington Trust Advisors
Massachusetts
$9.31K
EWA
343
EverSource Wealth Advisors
Alabama
$9.18K -$13.3K -137 -59%
N
344
Natixis
France
$8.5K +$8.75K +90 New
BIA
345
Bell Investment Advisors
California
$8.41K +$1.17K +12 +16%
Bessemer Group
346
Bessemer Group
New Jersey
$8K +$292 +3 +4%
AssetMark Inc
347
AssetMark Inc
California
$7.18K +$3.69K +38 +100%
Mitsubishi UFJ Asset Management
348
Mitsubishi UFJ Asset Management
Japan
$7.09K
KFI
349
Key Financial Inc
Pennsylvania
$6.52K
VCM
350
Versant Capital Management
Arizona
$6.52K +$6.71K +69 New

ASH Hedge Fund Activity: Q2 2024 in Review

380 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q2 2024, worth a combined $4.31B — down 5% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ASH positions and 42 closed out — a net gain of 9 holders — while 131 added to existing stakes and 119 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $19.3M. The largest seller was Invesco, cutting an estimated $37.9M.

  • 380 institutional investors held Ashland (ASH) as of Q2 2024, up from 373 in Q1 2024.
  • Funds reported $4.31B of Ashland stock for Q2 2024, down 5% quarter-over-quarter.
  • 51 funds opened new Ashland positions in Q2 2024 and 42 closed out, a net change of +9 holders.
  • The largest Ashland buyer in Q2 2024 was Massachusetts Financial Services, an estimated $19.3M added.
  • The largest Ashland seller in Q2 2024 was Invesco, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2024.