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373 hedge funds and large institutions have $4.53B invested in Ashland in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

13% more capital invested

Capital invested by funds: $4.01B → $4.53B (+$523M)

11% more funds holding

Funds holding: 336373 (+37)

0.71% less ownership

Funds ownership: 93.67%92.96% (-0.71%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

28% less call options, than puts

Call options by funds: $6.72M | Put options by funds: $9.33M

Holders
373
Holders Change
+37
Holders Change %
+11.01%
% of All Funds
5.37%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
72
Increased
109
Reduced
114
Closed
32
Calls
$6.72M
Puts
$9.33M
Net Calls
-$2.61M
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
351
Arax Advisory Partners
Colorado
$4.42K
CA
352
Clearstead Advisors
Ohio
$4.41K
NA
353
NewEdge Advisors
Louisiana
$4.1K +$1.88K +21 +100%
RFG
354
RFP Financial Group
Georgia
$3.8K
AssetMark Inc
355
AssetMark Inc
California
$3.7K +$3.4K +38 New
SPIA
356
Steward Partners Investment Advisory
New York
$3.6K
CAM
357
ClariVest Asset Management
California
$3.6K +$3.31K +37 New
JWA
358
JFS Wealth Advisors
Pennsylvania
$3.41K +$1.52K +17 +94%
HGERS
359
Householder Group Estate & Retirement Specialist
Arizona
$3.28K
MCM
360
MidAtlantic Capital Management
Virginia
$2.82K
AGWCA
361
Annis Gardner Whiting Capital Advisors
Florida
$2.73K +$2.51K +28 New
MSG
362
Main Street Group
Virginia
$2.72K
CSC
363
Caldwell Sutter Capital
California
$2.63K
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$2.14K
S
365
Sachetta
Massachusetts
$1.69K
FFA
366
Farther Finance Advisors
California
$1.65K -$896 -10 -37%
HIA
367
Harbor Investment Advisory
Maryland
$1.36K +$1.25K +14 New
SIC
368
SJS Investment Consulting
Ohio
$1.27K +$179 +2 +18%
AW
369
Avion Wealth
Texas
$1K
A
370
AlphaQuest
New York
$876 +$806 +9 New
MG
371
Mather Group
Illinois
$843 +$896 +10 New
PWMG
372
Prestige Wealth Management Group
New Jersey
$682
TWP
373
TFO Wealth Partners
Ohio
$195
SI
374
Standard Investments
New York
-$41.3M -489,487 Closed
UBS AM
375
UBS AM
Illinois
-$6.91M -81,966 Closed

ASH Hedge Fund Activity: Q1 2024 in Review

373 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2024, worth a combined $4.53B — up 13% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ASH positions and 32 closed out — a net gain of 40 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $24.4M. The largest seller was Standard Investments, exiting entirely with an estimated $41.3M sold.

  • 373 institutional investors held Ashland (ASH) as of Q1 2024, up from 336 in Q4 2023.
  • Funds reported $4.53B of Ashland stock for Q1 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Ashland positions in Q1 2024 and 32 closed out, a net change of +40 holders.
  • The largest Ashland buyer in Q1 2024 was Balyasny Asset Management, an estimated $24.4M added.
  • The largest Ashland seller in Q1 2024 was Standard Investments, an estimated $41.3M sold.

Based on aggregated 13F filings for Q1 2024.