We are live on ! Find out more

384 hedge funds and large institutions have $7.81B invested in Ashland in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $310M | Put options by funds: $123M

11% more capital invested

Capital invested by funds: $7.02B → $7.81B (+$783M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

7.69% more ownership

Funds ownership: 173.6%181.29% (+7.7%)

3% less funds holding

Funds holding: 395384 (-11)

13% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 48

40% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 167

Holders
384
Holders Change
-11
Holders Change %
-2.78%
% of All Funds
10.23%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
42
Increased
101
Reduced
167
Closed
48
Calls
$310M
Puts
$123M
Net Calls
+$187M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
MWAN
376
Mariner Wealth Advisors (NYC)
Kansas
$2K +$1.51K +25 New
IWMPD
377
Integrated Wealth Management (Palm Desert)
California
$2K +$2.73K +45 New
HRIA
378
Haberer Registered Investment Advisor
Ohio
$1K
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$1K
SEC
380
Seven Eight Capital
New York
$1K
ST
381
Spot Trading
Illinois
$1K
UB
382
UMB Bank
Missouri
$307
CIM
383
Cambria Investment Management
California
$4
AIM
384
abrdn Investment Management
United Kingdom
-$83.5M -1,425,526 Closed
UOC
385
UBS O'Connor
Illinois
-$82.3M -1,404,835 Closed
Renaissance Technologies
386
Renaissance Technologies
New York
-$42M -717,393 Closed
FCM
387
Farallon Capital Management
California
-$27.4M -468,076 Closed
ED
388
Exane Derivatives
France
-$13M -222,183 Closed
SFM
389
Systematic Financial Management
New Jersey
-$10.8M -185,011 Closed
SC
390
Scotia Capital
Ontario, Canada
-$8.46M -144,386 Closed
VE
391
Vega Energy
New York
-$7.78M -132,860 Closed
BGIM
392
Brandywine Global Investment Management
Pennsylvania
-$6.77M -115,562 Closed
Hudson Bay Capital Management
393
Hudson Bay Capital Management
Connecticut
-$6.35M -108,332 Closed
Marshall Wace
394
Marshall Wace
United Kingdom
-$6.17M -105,389 Closed
Arrowstreet Capital
395
Arrowstreet Capital
Massachusetts
-$3.34M -57,021 Closed
GIA
396
Gargoyle Investment Advisor
New Jersey
-$2.91M -49,606 Closed
GS
397
GAM Systematic
United Kingdom
-$2.8M -47,766 Closed
FAM
398
Fred Alger Management
New York
-$2.72M -46,444 Closed
JIM
399
Jupiter Investment Management
United Kingdom
-$2.18M -37,201 Closed
KKRC
400
Kohlberg Kravis Roberts & Co
New York
-$2M -34,165 Closed

ASH Hedge Fund Activity: Q1 2015 in Review

384 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2015, worth a combined $7.81B — up 11% from $7.02B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of ASH and 42 opened new positions — a net loss of 6 holders — while 167 trimmed existing stakes and 101 added.

The largest buyer was Jana Partners, opening a new position worth an estimated $647M. The largest seller was abrdn Investment Management, exiting entirely with an estimated $83.5M sold.

  • 384 institutional investors held Ashland (ASH) as of Q1 2015, down from 395 in Q4 2014.
  • Funds reported $7.81B of Ashland stock for Q1 2015, up 11% quarter-over-quarter.
  • 42 funds opened new Ashland positions in Q1 2015 and 48 closed out, a net change of -6 holders.
  • The largest Ashland buyer in Q1 2015 was Jana Partners, an estimated $647M added.
  • The largest Ashland seller in Q1 2015 was abrdn Investment Management, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2015.