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328 hedge funds and large institutions have $4.15B invested in Ashland in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,257% more call options, than puts

Call options by funds: $268M | Put options by funds: $19.7M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 91

10% more capital invested

Capital invested by funds: $3.76B → $4.15B (+$385M)

9% more funds holding

Funds holding: 302328 (+26)

1.41% more ownership

Funds ownership: 92.42%93.83% (+1.4%)

Holders
328
Holders Change
+26
Holders Change %
+8.61%
% of All Funds
7.44%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
66
Increased
102
Reduced
91
Closed
38
Calls
$268M
Puts
$19.7M
Net Calls
+$248M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$14.9M -$4.4M -63,777 -23%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$14.9M +$608K +8,821 +4%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$14.5M -$1.33M -19,263 -9%
GF
54
Gabelli Funds
New York
$14.2M -$186K -2,700 -1%
LCM
55
Laurion Capital Management
New York
$13.8M +$6.95M +100,795 +109%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$13.6M +$470K +6,819 +4%
PPA
57
Parametric Portfolio Associates
Washington
$13.4M +$2.66M +38,526 +26%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$13.3M +$207K +3,000 +2%
CS
59
Credit Suisse
Switzerland
$13.2M +$1.05M +15,196 +9%
KBC Group
60
KBC Group
Belgium
$11.6M -$5.06M -73,399 -31%
UBS Group
61
UBS Group
Switzerland
$11.4M +$2.93M +42,433 +36%
Millennium Management
62
Millennium Management
New York
$11.2M -$4.95M -71,834 -31%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$11M +$5.45M +79,040 +104%
Comerica Bank
64
Comerica Bank
Texas
$10.8M +$776K +11,246 +8%
FCG
65
FrontFour Capital Group
Connecticut
$10.3M -$1.93M -27,984 -16%
CG
66
Cutler Group
California
$10M +$2.06M +29,930 +27%
CCMLC
67
Cardinal Capital Management LLC (Connecticut)
Connecticut
$9.99M +$134K +1,940 +1%
Handelsbanken Fonder
68
Handelsbanken Fonder
Sweden
$9.97M +$6.21M +90,000 +180%
OCA
69
Otter Creek Advisors
Florida
$9.57M -$4.01M -58,081 -30%
AIG
70
American International Group
New York
$9.15M +$63K +913 +0.7%
GIA
71
Gateway Investment Advisers
Ohio
$8.98M +$1.24M +18,042 +17%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$8.66M +$27.3K +396 +0.3%
MCM
73
Moore Capital Management
New York
$8.2M +$7.94M +115,097 New
BGIM
74
Boussard & Gavaudan Investment Management
United Kingdom
$8.09M +$630K +9,138 +9%
CG
75
Clinton Group
New York
$7.97M -$91.3K -1,324 -1%

ASH Hedge Fund Activity: Q4 2017 in Review

328 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2017, worth a combined $4.15B — up 10% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ASH positions and 38 closed out — a net gain of 28 holders — while 102 added to existing stakes and 91 trimmed.

The largest buyer was Glenhill Advisors, opening a new position worth an estimated $62.1M. The largest seller was Westchester Capital Management (New York), exiting entirely with an estimated $52.7M sold.

  • 328 institutional investors held Ashland (ASH) as of Q4 2017, up from 302 in Q3 2017.
  • Funds reported $4.15B of Ashland stock for Q4 2017, up 10% quarter-over-quarter.
  • 66 funds opened new Ashland positions in Q4 2017 and 38 closed out, a net change of +28 holders.
  • The largest Ashland buyer in Q4 2017 was Glenhill Advisors, an estimated $62.1M added.
  • The largest Ashland seller in Q4 2017 was Westchester Capital Management (New York), an estimated $52.7M sold.

Based on aggregated 13F filings for Q4 2017.