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356 hedge funds and large institutions have $6.88B invested in Ashland in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 128 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

13% more capital invested

Capital invested by funds: $6.08B → $6.88B (+$796M)

0.04% less ownership

Funds ownership: 182.95%182.91% (-0.04%)

1% less funds holding

Funds holding: 358356 (-2)

13% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 128

23% less call options, than puts

Call options by funds: $118M | Put options by funds: $154M

Holders
356
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
8.86%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
40
Increased
112
Reduced
128
Closed
34
Calls
$118M
Puts
$154M
Net Calls
-$36.2M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WCMNY
26
Westchester Capital Management (New York)
New York
$60.8M -$37.9M -653,058 -39%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$59.7M +$3.96M +68,263 +7%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$59.7M +$55.7M +961,249 +4,308%
SI
29
Standard Investments
New York
$55.9M
HCM
30
Hitchwood Capital Management
New York
$55.7M -$11.8M -204,400 -18%
Adage Capital Partners
31
Adage Capital Partners
Massachusetts
$54.9M +$35.2M +608,111 +204%
HP
32
Holowesko Partners
Bahamas
$52.3M -$16M -275,940 -24%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$50.5M +$29.3M +505,371 +154%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$39.4M +$37.4M +645,013 +10,815%
Legal & General Group
35
Legal & General Group
United Kingdom
$37.2M +$1.96M +33,893 +6%
CWM
36
CIBC World Markets
New York
$34.7M +$33.2M +572,320 New
SC
37
Sculptor Capital
New York
$31.8M +$30.5M +525,547 New
Principal Financial Group
38
Principal Financial Group
Iowa
$30.9M +$763K +13,163 +3%
UBS Group
39
UBS Group
Switzerland
$30.5M +$4.11M +70,853 +16%
Deutsche Bank
40
Deutsche Bank
Germany
$30.3M -$13.2M -228,135 -31%
Swiss National Bank
41
Swiss National Bank
Switzerland
$27.3M +$5.66M +97,703 +28%
Charles Schwab
42
Charles Schwab
California
$24.8M +$1.18M +20,444 +5%
Bank of Nova Scotia
43
Bank of Nova Scotia
Ontario, Canada
$24.8M +$11.8M +204,400 +100%
AC
44
Ascend Capital
California
$24.8M +$7.53M +129,952 +47%
NFA
45
Nationwide Fund Advisors
Ohio
$24.7M -$973K -16,781 -4%
Ameriprise
46
Ameriprise
Minnesota
$24.5M +$828K +14,279 +4%
GF
47
Gabelli Funds
New York
$24.2M +$1.13M +19,418 +5%
Wells Fargo
48
Wells Fargo
California
$23.8M +$6.69M +115,460 +42%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$23.1M +$19.2M +331,303 +667%
Morgan Stanley
50
Morgan Stanley
New York
$22.9M -$44.4M -765,830 -67%

ASH Hedge Fund Activity: Q1 2017 in Review

356 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2017, worth a combined $6.88B — up 13% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ASH positions and 34 closed out — a net gain of 6 holders — while 112 added to existing stakes and 128 trimmed.

The largest buyer was BlackRock, adding an estimated $662M. The largest seller was T. Rowe Price Associates, cutting an estimated $184M.

  • 356 institutional investors held Ashland (ASH) as of Q1 2017, down from 358 in Q4 2016.
  • Funds reported $6.88B of Ashland stock for Q1 2017, up 13% quarter-over-quarter.
  • 40 funds opened new Ashland positions in Q1 2017 and 34 closed out, a net change of +6 holders.
  • The largest Ashland buyer in Q1 2017 was BlackRock, an estimated $662M added.
  • The largest Ashland seller in Q1 2017 was T. Rowe Price Associates, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2017.