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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
MSA
126
Mason Street Advisors
Wisconsin
$2.18M -$24.6K -356 -1%
Nordea Investment Management
127
Nordea Investment Management
Sweden
$2.17M
AIP
128
Ameritas Investment Partners
Nebraska
$2.07M
AG
129
Aperio Group
California
$1.98M +$317K +4,598 +20%
CCM
130
Condor Capital Management
New Jersey
$1.94M +$10.1K +146 +0.5%
AAM
131
Advisors Asset Management
Colorado
$1.85M +$40.5K +587 +2%
DCM
132
Dynamic Capital Management
Jersey
$1.83M -$342K -4,963 -16%
PP
133
Patten & Patten
Tennessee
$1.83M +$1.36M +19,720 +331%
BC
134
Bruce & Co
Illinois
$1.78M
Janus Henderson Group
135
Janus Henderson Group
United Kingdom
$1.77M -$3.78M -54,756 -69%
CC
136
Cipher Capital
New York
$1.74M -$5.04M -73,099 -75%
CSS
137
Cubist Systematic Strategies
Connecticut
$1.65M +$1.59M +23,120 +19,931%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$1.65M +$1.59M +23,024 +13,705%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$1.65M +$17.4K +253 +1%
SOMRS
140
State of Michigan Retirement System
Michigan
$1.59M -$75.9K -1,100 -5%
RC
141
RegentAtlantic Capital
New Jersey
$1.54M -$34.5K -500 -2%
Teacher Retirement System of Texas
142
Teacher Retirement System of Texas
Texas
$1.52M -$4.53M -65,726 -75%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$1.48M -$4.25M -61,612 -75%
CIM
144
CenturyLink Investment Management
Colorado
$1.47M +$1.42M +20,616 New
KFBMI
145
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.42M
CBOA
146
Commonwealth Bank of Australia
Australia
$1.37M +$828K +12,000 +165%
MERSOM
147
Municipal Employees' Retirement System of Michigan
Michigan
$1.34M
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$1.27M -$2.82M -40,897 -70%
O
149
OppenheimerFunds
New York
$1.24M -$121K -1,761 -9%
Tudor Investment Corp
150
Tudor Investment Corp
Connecticut
$1.2M -$59.7K -865 -5%

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.