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355 hedge funds and large institutions have $5.03B invested in Ashland in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 132 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $9.89M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

3% less capital invested

Capital invested by funds: $5.18B → $5.03B (-$146M)

2.93% less ownership

Funds ownership: 93.19%90.26% (-2.9%)

4% less funds holding

Funds holding: 369355 (-14)

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

22% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 132

Holders
355
Holders Change
-14
Holders Change %
-3.79%
% of All Funds
5.66%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
33
Increased
103
Reduced
132
Closed
42
Calls
$14.1M
Puts
$9.89M
Net Calls
+$4.18M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$47M -$939K -9,042 -2%
Franklin Resources
27
Franklin Resources
California
$44.7M -$130M -1,252,504 -74%
Citadel Advisors
28
Citadel Advisors
Florida
$39.5M -$34.8M -335,173 -47%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$38.5M +$9.1M +87,675 +30%
CRM
30
Cramer Rosenthal McGlynn
Connecticut
$37.7M -$6.19M -59,579 -14%
Boston Partners
31
Boston Partners
Massachusetts
$37.3M +$9.44M +90,882 +33%
NW
32
NewEdge Wealth
Pennsylvania
$37.3M +$2.8M +26,968 +8%
CF
33
Canoe Financial
Alberta, Canada
$36.6M +$37M +356,728 New
PAMS
34
Pictet Asset Management (Switzerland)
Switzerland
$36.5M +$25.7M +247,651 +230%
Morgan Stanley
35
Morgan Stanley
New York
$35.6M -$3.91M -37,658 -10%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$34.9M -$61.3M -590,019 -63%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$34.7M -$3.84M -36,976 -10%
Handelsbanken Fonder
38
Handelsbanken Fonder
Sweden
$28.4M +$2.08M +20,000 +8%
First Trust Advisors
39
First Trust Advisors
Illinois
$28.2M +$14M +135,176 +97%
Verition Fund Management
40
Verition Fund Management
Connecticut
$25.6M +$25.5M +245,914 +8,589%
Marshall Wace
41
Marshall Wace
United Kingdom
$24.6M +$12.2M +117,349 +96%
CFM
42
Coronation Fund Managers
South Africa
$24.5M -$3.47M -33,445 -12%
Lazard Asset Management
43
Lazard Asset Management
New York
$24.2M -$996K -9,596 -4%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$23.9M -$360K -3,468 -1%
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$21M -$311K -2,992 -1%
Principal Financial Group
46
Principal Financial Group
Iowa
$20.3M +$235K +2,259 +1%
Ameriprise
47
Ameriprise
Minnesota
$20.1M -$13.5M -130,447 -40%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$18.9M +$15.2M +146,418 +393%
AA
49
Ancora Advisors
Ohio
$18M
AQR Capital Management
50
AQR Capital Management
Connecticut
$17.6M +$5.72M +55,115 +47%

ASH Hedge Fund Activity: Q1 2023 in Review

355 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2023, worth a combined $5.03B — down 2.8% from $5.18B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of ASH and 33 opened new positions — a net loss of 9 holders — while 132 trimmed existing stakes and 103 added.

The largest buyer was Ceredex Value Advisors, adding an estimated $45.4M. The largest seller was Franklin Resources, cutting an estimated $130M.

  • 355 institutional investors held Ashland (ASH) as of Q1 2023, down from 369 in Q4 2022.
  • Funds reported $5.03B of Ashland stock for Q1 2023, down 2.8% quarter-over-quarter.
  • 33 funds opened new Ashland positions in Q1 2023 and 42 closed out, a net change of -9 holders.
  • The largest Ashland buyer in Q1 2023 was Ceredex Value Advisors, an estimated $45.4M added.
  • The largest Ashland seller in Q1 2023 was Franklin Resources, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2023.