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364 hedge funds and large institutions have $6.85B invested in Ashland in 2013 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $223M | Put options by funds: $140M

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

26% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 106

7% more capital invested

Capital invested by funds: $6.4B → $6.85B (+$448M)

5% more funds holding

Funds holding: 347364 (+17)

2.42% more ownership

Funds ownership: 183.49%185.92% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
364
Holders Change
+17
Holders Change %
+4.9%
% of All Funds
10.57%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
52
Increased
134
Reduced
106
Closed
33
Calls
$223M
Puts
$140M
Net Calls
+$83.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teachers Advisors
New York
$29.7M -$36.1M -808,392 -56%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$25M +$16.1M +359,948 +215%
RP
53
Reinhart Partners
Wisconsin
$23.5M -$1.96M -43,872 -8%
GF
54
Gabelli Funds
New York
$23.2M +$402K +8,994 +2%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$23M
UBS AM
56
UBS AM
Illinois
$22.6M +$317K +7,090 +2%
KCA
57
KR Capital Advisors
New York
$21.9M -$817K -18,294 -4%
GC
58
GW Capital
Washington
$21.8M +$262K +5,864 +1%
Renaissance Technologies
59
Renaissance Technologies
New York
$20.8M -$3.36M -75,220 -15%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$19.7M -$698K -15,613 -4%
BKBG
61
BHF Kleinwort Benson Group
Belgium
$19.6M +$4.14M +92,730 +29%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$19.1M -$997K -22,312 -5%
TCIM
63
TIAA CREF Investment Management
New York
$18.5M -$204M -4,572,683 -92%
Ameriprise
64
Ameriprise
Minnesota
$18.3M +$381K +8,518 +2%
Millennium Management
65
Millennium Management
New York
$18.1M +$1.72M +38,594 +11%
GI
66
GAMCO Investors
Connecticut
$17M +$128K +2,862 +0.8%
Franklin Resources
67
Franklin Resources
California
$16.6M
LC
68
Loews Corp
New York
$16M +$15.1M +337,260 New
CS
69
Credit Suisse
Switzerland
$15.2M +$4.07M +91,113 +40%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$15.2M -$586K -13,113 -4%
AIM
71
Allen Investment Management
New York
$14.6M +$13.7M +306,600 New
CA
72
Claar Advisors
New York
$14.6M +$13.7M +306,600 New
AIG
73
American International Group
New York
$14.5M -$313K -7,013 -2%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$14.3M -$1.11M -24,937 -8%
FLPIM
75
F.L. Putnam Investment Management
Massachusetts
$14.1M -$474K -10,618 -3%

ASH Hedge Fund Activity: Q4 2013 in Review

364 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2013, worth a combined $6.85B — up 7% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ASH positions and 33 closed out — a net gain of 19 holders — while 134 added to existing stakes and 106 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $132M. The largest seller was TIAA CREF Investment Management, cutting an estimated $204M.

  • 364 institutional investors held Ashland (ASH) as of Q4 2013, up from 347 in Q3 2013.
  • Funds reported $6.85B of Ashland stock for Q4 2013, up 7% quarter-over-quarter.
  • 52 funds opened new Ashland positions in Q4 2013 and 33 closed out, a net change of +19 holders.
  • The largest Ashland buyer in Q4 2013 was BlackRock Institutional Trust, an estimated $132M added.
  • The largest Ashland seller in Q4 2013 was TIAA CREF Investment Management, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2013.