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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
BBHC
351
Brown Brothers Harriman & Co
New York
$6.33K +$583 +6 +10%
CIA
352
Cape Investment Advisory
Georgia
$6.14K
CPG
353
Cornerstone Planning Group
New Jersey
$5.91K +$1.55K +16 +31%
LC
354
Lindbrook Capital
California
$5.76K +$777 +8 +15%
MWA
355
Miller Wealth Advisors
Colorado
$4.72K
LSA
356
Leonteq Securities AG
Switzerland
$4.72K +$4.86K +50 New
FFA
357
Frazier Financial Advisors
Ohio
$4.63K -$8.16K -84 -63%
PWMG
358
Private Wealth Management Group
New Jersey
$4.44K
CA
359
Clearstead Advisors
Ohio
$4.25K
NA
360
NewEdge Advisors
Louisiana
$3.98K
EC
361
EntryPoint Capital
New York
$3.97K -$7.58K -78 -65%
RFG
362
RFP Financial Group
Georgia
$3.69K
SPIA
363
Steward Partners Investment Advisory
New York
$3.5K
FFA
364
Farther Finance Advisors
California
$3.41K +$1.94K +20 +118%
JWA
365
JFS Wealth Advisors
Pennsylvania
$3.31K
MG
366
Mather Group
Illinois
$3.02K +$2.04K +21 +210%
HGERS
367
Householder Group Estate & Retirement Specialist
Arizona
$3K
MCM
368
MidAtlantic Capital Management
Virginia
$2.74K
AGWCA
369
Annis Gardner Whiting Capital Advisors
Florida
$2.65K
CSC
370
Caldwell Sutter Capital
California
$2.55K
S
371
Sachetta
Massachusetts
$2.41K +$486 +5 +25%
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$2.08K
CAM
373
ClariVest Asset Management
California
$1.32K -$2.23K -23 -62%
SIC
374
SJS Investment Consulting
Ohio
$1.23K
BEI
375
Benjamin Edwards Inc
Missouri
$1K +$583 +6 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.