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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
LIM
201
Leavell Investment Management
Alabama
$427K +$103K +1,500 +33%
BC
202
Burney Company
Virginia
$416K -$29.7K -431 -7%
DI
203
Diligent Investors
California
$408K
SRAM
204
Stone Ridge Asset Management
New York
$403K +$391K +5,665 New
EVM
205
Eaton Vance Management
Massachusetts
$400K -$768K -11,131 -66%
RJA
206
Raymond James & Associates
Florida
$400K +$17.8K +258 +5%
QSS
207
Quantitative Systematic Strategies
Florida
$375K +$363K +5,270 New
SYBT
208
Stock Yards Bank & Trust
Kentucky
$369K
SCM
209
Shelton Capital Management
Colorado
$367K
SAM
210
Silvercrest Asset Management
New York
$360K
Marshall Wace
211
Marshall Wace
United Kingdom
$355K +$344K +4,983 New
OI
212
Oakbrook Investments
Illinois
$345K -$34.5K -500 -9%
Royal Bank of Canada
213
Royal Bank of Canada
Ontario, Canada
$324K -$479K -6,943 -60%
SDIC
214
South Dakota Investment Council
South Dakota
$320K -$55.2K -800 -15%
WAM
215
World Asset Management
Michigan
$318K -$9.79K -142 -3%
Franklin Resources
216
Franklin Resources
California
$310K
FCBT
217
First Citizens Bank & Trust
North Carolina
$309K +$299K +4,336 New
Verition Fund Management
218
Verition Fund Management
Connecticut
$307K -$133K -1,930 -31%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$307K +$112K +1,627 +61%
SCM
220
Stevens Capital Management
Pennsylvania
$305K +$295K +4,283 New
DC
221
Diametric Capital
Massachusetts
$301K +$291K +4,222 New
PSUF
222
People's United Financial
Connecticut
$292K +$283K +4,103 New
JIC
223
Joel Isaacson & Co
New York
$285K
LIA
224
LS Investment Advisors
Michigan
$275K -$64.5K -935 -19%
SOADOR
225
State of Alaska Department of Revenue
Alaska
$263K +$255K +3,700 New

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.