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380 hedge funds and large institutions have $4.31B invested in Ashland in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more call options, than puts

Call options by funds: $5.14M | Put options by funds: $3.94M

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

10% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 119

2% more funds holding

Funds holding: 373380 (+7)

2.03% less ownership

Funds ownership: 92.96%90.93% (-2%)

5% less capital invested

Capital invested by funds: $4.53B → $4.31B (-$227M)

Holders
380
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
5.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
51
Increased
131
Reduced
119
Closed
42
Calls
$5.14M
Puts
$3.94M
Net Calls
+$1.2M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$790K -$187K -1,920 -19%
HighTower Advisors
177
HighTower Advisors
Illinois
$779K +$8.36K +86 +1%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$766K +$202K +2,075 +36%
GCM
179
Graham Capital Management
Connecticut
$757K +$779K +8,016 New
XT
180
XTX Topco
Cayman Islands
$735K +$58.7K +604 +8%
SG Americas Securities
181
SG Americas Securities
New York
$713K +$734K +7,549 New
Citigroup
182
Citigroup
New York
$707K +$261K +2,688 +56%
EI
183
Ethic Inc
New York
$693K +$37.5K +386 +6%
VPIM
184
Vanguard Personalized Indexing Management
California
$681K +$14.5K +149 +2%
Mirae Asset Global ETFs Holdings
185
Mirae Asset Global ETFs Holdings
Hong Kong
$656K +$675K +6,941 New
NSEDCP
186
NJ State Employees Deferred Compensation Plan
New Jersey
$648K
Pathstone Holdings
187
Pathstone Holdings
New Jersey
$632K +$59.2K +609 +10%
DC
188
Davenport & Co
Virginia
$626K +$8.45K +87 +1%
LIM
189
Leavell Investment Management
Alabama
$614K
ET
190
Equitable Trust
Tennessee
$594K
Pictet Asset Management
191
Pictet Asset Management
Switzerland
$590K +$7.19K +74 +1%
EWM
192
EPG Wealth Management
Georgia
$581K -$580K -5,964 Closed
DWM
193
Dynasty Wealth Management
Florida
$558K +$5.93K +61 +1%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$540K +$287K +2,954 +107%
RJFSA
195
Raymond James Financial Services Advisors
Florida
$532K +$277K +2,851 +103%
SC
196
Savant Capital
Illinois
$523K +$538K +5,533 New
CCC
197
Chesapeake Capital Corp
Florida
$513K -$558K -5,742 -51%
X
198
Xponance
Pennsylvania
$509K -$56.5K -581 -10%
HNB
199
Hilltop National Bank
Wyoming
$507K -$2.43K -25 -0.5%
CPWA
200
Cerro Pacific Wealth Advisors
California
$497K +$511K +5,259 New

ASH Hedge Fund Activity: Q2 2024 in Review

380 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q2 2024, worth a combined $4.31B — down 5% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ASH positions and 42 closed out — a net gain of 9 holders — while 131 added to existing stakes and 119 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $19.3M. The largest seller was Invesco, cutting an estimated $37.9M.

  • 380 institutional investors held Ashland (ASH) as of Q2 2024, up from 373 in Q1 2024.
  • Funds reported $4.31B of Ashland stock for Q2 2024, down 5% quarter-over-quarter.
  • 51 funds opened new Ashland positions in Q2 2024 and 42 closed out, a net change of +9 holders.
  • The largest Ashland buyer in Q2 2024 was Massachusetts Financial Services, an estimated $19.3M added.
  • The largest Ashland seller in Q2 2024 was Invesco, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2024.