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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
SWM
351
Spire Wealth Management
Virginia
$3K +$2.63K +25 New
CSC
352
Caldwell Sutter Capital
California
$2.9K +$2.85K +27 New
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$2.37K -$105 -1 -4%
SFG
354
Steward Financial Group
Texas
$2K +$2.32K +22 New
BBPWM
355
Blue Bell Private Wealth Management
Pennsylvania
$1.94K
SIC
356
SJS Investment Consulting
Ohio
$1.72K +$632 +6 +60%
DI
357
Disciplined Investments
Oklahoma
$1.4K -$105 -1 -7%
QC
358
Quent Capital
New York
$1.4K
TWP
359
TFO Wealth Partners
Ohio
$1.08K +$632 +6 New
TAIM
360
TD Ameritrade Investment Management
Nebraska
$1K -$316 -3 -23%
FMP
361
Financial Management Professionals
Texas
$1K
STCOSD
362
Sageworth Trust Company of South Dakota
South Dakota
$1K
MFT
363
Moisand Fitzgerald Tamayo
Florida
$968
SWA
364
Sutton Wealth Advisors
Florida
$860
BAAM
365
Baker Avenue Asset Management
California
$753 +$738 +7 New
HI
366
Harbour Investments
Wisconsin
$753 +$738 +7 New
TWA
367
TCI Wealth Advisors
Arizona
$430 -$105 -1 -20%
GRP
368
Global Retirement Partners
California
$430
EBA
369
Eagle Bay Advisors
New York
$18
CCPM
370
Cooper Creek Partners Management
New York
-$7.24M -76,278 Closed
AWAM
371
Appian Way Asset Management
New York
-$6.46M -67,973 Closed
CCS
372
Concentric Capital Strategies
Connecticut
-$4.67M -49,205 Closed
CM
373
Caption Management
Oklahoma
-$3.04M -32,000 Closed
SAM
374
Sandbar Asset Management
United Kingdom
-$2.15M -22,622 Closed
MLL
375
Moody Lynn & Lieberson
Massachusetts
-$2.05M -21,615 Closed

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.