We are live on ! Find out more

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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$14M +$6.4M +143,229 +94%
Los Angeles Capital Management
77
Los Angeles Capital Management
California
$14M +$8.29M +185,573 +171%
Wells Fargo
78
Wells Fargo
California
$13.9M +$119K +2,657 +0.9%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$13.9M +$82.2K +1,839 +0.6%
Mitsubishi UFJ Trust & Banking
80
Mitsubishi UFJ Trust & Banking
Japan
$13.6M +$112K +2,510 +0.9%
CIM
81
Contravisory Investment Management
Massachusetts
$13.3M -$46.1K -1,032 -0.4%
Federated Hermes
82
Federated Hermes
Pennsylvania
$13.3M +$593K +13,280 +5%
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$13M +$242K +5,425 +2%
RS
84
Robeco Schweiz
Switzerland
$12.6M -$1.24M -27,670 -9%
LCM
85
LionEye Capital Management
New York
$12.6M -$676K -15,126 -5%
AC
86
Ascend Capital
California
$12M +$11.3M +251,780 New
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$11.8M -$1.35M -30,196 -11%
Charles Schwab
88
Charles Schwab
California
$11.3M +$1.26M +28,125 +13%
BlackRock
89
BlackRock
New York
$10.4M +$5.9M +132,104 +152%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$10.3M -$849K -18,995 -8%
MTB
91
Mizuho Trust & Banking
Japan
$10.3M +$439K +9,828 +5%
PPA
92
Parametric Portfolio Associates
Washington
$10.2M -$931K -20,828 -9%
Tudor Investment Corp
93
Tudor Investment Corp
Connecticut
$9.7M +$6.85M +153,300 +300%
Two Sigma Advisers
94
Two Sigma Advisers
New York
$9.69M +$3.76M +84,213 +70%
SGM
95
Summit Global Management
California
$9.69M +$2.29M +51,273 +34%
First Trust Advisors
96
First Trust Advisors
Illinois
$9.21M +$2.14M +47,813 +33%
BJ
97
BlackRock Japan
Japan
$8.94M +$62.6K +1,400 +0.7%
Bank of America
98
Bank of America
North Carolina
$8.89M +$2.11M +47,251 +34%
U
99
UBS
Switzerland
$8.88M +$1.29M +28,785 +18%
PFC
100
Phocas Financial Corp
California
$8.82M -$4.54M -101,566 -35%

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.