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Ashland
ASH

324 hedge funds and large institutions have $3.88B invested in Ashland in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.19% more ownership

Funds ownership: 89.13% → 92.32% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

8% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 115

4% less funds holding

Funds holding: 338 → 324 (-14)

5% less capital invested

Capital invested by funds: $4.09B → $3.88B (-$215M)

20% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 54

37% less call options, than puts

Call options by funds: $6.21M | Put options by funds: $9.79M

Holders
324
Holders Change
-14
Holders Change %
-4.14%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
43
Increased
106
Reduced
115
Closed
54
Calls
$6.21M
Puts
$9.79M
Net Calls
-$3.58M
Net Calls Change
+$6.14M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$71.4M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$48.6M
3
SI
Standard Investments
New York
+$41M
4
Millennium Management
Millennium Management
New York
+$24.6M
5
AIM
Atlantic Investment Management
New York
+$24.3M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$52.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$34.7M
3
LM
Luminus Management
Texas
-$22.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.6M
5
BlackRock
BlackRock
New York
-$19.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$33.5M +$3.19M +36,824 +10%
Morgan Stanley
27
Morgan Stanley
New York
$30.7M +$3.18M +36,766 +11%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$29.9M +$10.8M +124,203 +51%
NW
29
NewEdge Wealth
Pennsylvania
$28.2M -$613K -7,073 -2%
Boston Partners
30
Boston Partners
Massachusetts
$27.3M -$669K -7,718 -2%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$25.9M -$411K -4,745 -1%
AIM
32
Atlantic Investment Management
New York
$22.9M +$24.3M +280,112 New
Fidelity Investments
33
Fidelity Investments
Massachusetts
$22.8M -$19.6M -226,158 -45%
Handelsbanken Fonder
34
Handelsbanken Fonder
Sweden
$22.3M +$875K +10,100 +4%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$20.9M +$5.87M +67,808 +36%
Citadel Advisors
36
Citadel Advisors
Florida
$19.9M -$34.7M -400,030 -62%
LM
37
Luminus Management
Texas
$19.3M -$22.2M -256,217 -52%
WCM Investment Management
38
WCM Investment Management
California
$18.9M +$17.8M +205,567 +809%
CFM
39
Coronation Fund Managers
South Africa
$18.5M -$1.22M -14,083 -6%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$17M -$472K -5,445 -3%
CF
41
Canoe Financial
Alberta, Canada
$16.7M -$357K -4,119 -3%
Principal Financial Group
42
Principal Financial Group
Iowa
$15.4M +$541K +6,246 +3%
FWIA
43
Fort Washington Investment Advisors
Ohio
$14.8M +$1.67M +19,320 +12%
AA
44
Ancora Advisors
Ohio
$14.2M +$1.3K +15 +0%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$13.4M -$28.8K -333 -0.2%
First Trust Advisors
46
First Trust Advisors
Illinois
$12.6M +$4.4M +50,774 +49%
Assenagon Asset Management
47
Assenagon Asset Management
Luxembourg
$12.5M -$6.6M -76,218 -33%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$11.2M -$307K -3,539 -3%
Franklin Resources
49
Franklin Resources
California
$10.8M -$3.35M -38,703 -23%
N
50
Nuveen
North Carolina
$10.8M -$105K -1,209 -0.9%
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ASH Hedge Fund Activity: Q3 2023 in Review

324 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q3 2023, worth a combined $3.88B — down 5.3% from $4.09B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ASH and 43 opened new positions — a net loss of 11 holders — while 115 trimmed existing stakes and 106 added.

The largest buyer was Allspring Global Investments, adding an estimated $71.4M. The largest seller was Neuberger Berman Group, cutting an estimated $52.8M.

  • 324 institutional investors held Ashland (ASH) as of Q3 2023, down from 338 in Q2 2023.
  • Funds reported $3.88B of Ashland stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 43 funds opened new Ashland positions in Q3 2023 and 54 closed out, a net change of -11 holders.
  • The largest Ashland buyer in Q3 2023 was Allspring Global Investments, an estimated $71.4M added.
  • The largest Ashland seller in Q3 2023 was Neuberger Berman Group, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2023.