We are live on ! Find out more

373 hedge funds and large institutions have $4.53B invested in Ashland in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

13% more capital invested

Capital invested by funds: $4.01B → $4.53B (+$523M)

11% more funds holding

Funds holding: 336373 (+37)

0.71% less ownership

Funds ownership: 93.67%92.96% (-0.71%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

28% less call options, than puts

Call options by funds: $6.72M | Put options by funds: $9.33M

Holders
373
Holders Change
+37
Holders Change %
+11.01%
% of All Funds
5.37%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
72
Increased
109
Reduced
114
Closed
32
Calls
$6.72M
Puts
$9.33M
Net Calls
-$2.61M
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$41.7M +$9.53M +106,417 +33%
Millennium Management
27
Millennium Management
New York
$37.6M -$39M -435,114 -53%
Morgan Stanley
28
Morgan Stanley
New York
$36.9M -$36M -401,765 -51%
Northern Trust
29
Northern Trust
Illinois
$35.9M -$3.11M -34,670 -9%
NW
30
NewEdge Wealth
Pennsylvania
$33.6M +$3.17M +35,423 +11%
Bank of America
31
Bank of America
North Carolina
$32.6M +$15.9M +177,330 +112%
WCM Investment Management
32
WCM Investment Management
California
$28.3M +$2.25M +25,133 +9%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$26.9M -$6.6M -73,676 -21%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$26.5M +$24.4M +271,853 New
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$23.4M -$3.87M -43,149 -15%
CFM
36
Coronation Fund Managers
South Africa
$21.2M -$2.01M -22,472 -9%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$21M +$6.99M +78,013 +56%
MOACM
38
Mutual of America Capital Management
New York
$19M -$219K -2,442 -1%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$18.6M -$2.77M -30,965 -14%
Principal Financial Group
40
Principal Financial Group
Iowa
$18.4M +$72.1K +805 +0.4%
CCMLC
41
Cardinal Capital Management LLC (Connecticut)
Connecticut
$18M -$9.07M -101,211 -35%
First Trust Advisors
42
First Trust Advisors
Illinois
$16.6M -$658K -7,348 -4%
HFS
43
Hantz Financial Services
Michigan
$15.1M +$2.96M +33,014 +27%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$15M -$886K -9,886 -6%
FWIA
45
Fort Washington Investment Advisors
Ohio
$14.3M -$20.6K -230 -0.2%
Man Group
46
Man Group
United Kingdom
$13.9M +$3.7M +41,269 +41%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$12.2M -$40.2K -449 -0.4%
N
48
Nuveen
North Carolina
$11.8M -$87.7K -979 -0.8%
Legal & General Group
49
Legal & General Group
United Kingdom
$11.2M -$662K -7,391 -6%
SC
50
Shellback Capital
Massachusetts
$10.8M +$9.96M +111,167 New

ASH Hedge Fund Activity: Q1 2024 in Review

373 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2024, worth a combined $4.53B — up 13% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ASH positions and 32 closed out — a net gain of 40 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $24.4M. The largest seller was Standard Investments, exiting entirely with an estimated $41.3M sold.

  • 373 institutional investors held Ashland (ASH) as of Q1 2024, up from 336 in Q4 2023.
  • Funds reported $4.53B of Ashland stock for Q1 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Ashland positions in Q1 2024 and 32 closed out, a net change of +40 holders.
  • The largest Ashland buyer in Q1 2024 was Balyasny Asset Management, an estimated $24.4M added.
  • The largest Ashland seller in Q1 2024 was Standard Investments, an estimated $41.3M sold.

Based on aggregated 13F filings for Q1 2024.