We are live on ! Find out more

330 hedge funds and large institutions have $4.27B invested in Ashland in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

0.97% more ownership

Funds ownership: 91.6%92.57% (+0.97%)

0% more funds holding

Funds holding: 330330 (0)

0% less capital invested

Capital invested by funds: $4.27B → $4.27B (-$4.79M)

6% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $70.6M

10% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 107

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
330
Holders Change
Holders Change %
0%
% of All Funds
6.5%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.2%
New
50
Increased
96
Reduced
107
Closed
41
Calls
$66.7M
Puts
$70.6M
Net Calls
-$3.9M
Net Calls Change
+$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OTPPB
201
Ontario Teachers' Pension Plan Board
Ontario, Canada
$383K +$379K +4,999 New
CGH
202
Crossmark Global Holdings
Texas
$365K +$4.55K +60 +1%
US Bancorp
203
US Bancorp
Minnesota
$357K -$3.11K -41 -0.9%
Franklin Resources
204
Franklin Resources
California
$357K +$6.68K +88 +2%
Aberdeen Group
205
Aberdeen Group
United Kingdom
$354K
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$354K +$42.7K +562 +14%
EVM
207
Eaton Vance Management
Massachusetts
$352K
MF
208
Magnetar Financial
Illinois
$348K -$270K -3,560 -44%
PIA
209
Piedmont Investment Advisors
North Carolina
$348K -$65.7K -866 -16%
SAM
210
Silvercrest Asset Management
New York
$334K
SCM
211
Shelton Capital Management
Colorado
$326K -$30.4K -400 -9%
FC
212
FORA Capital
Florida
$323K +$321K +4,225 New
CCB
213
Cutter & Co Brokerage
Missouri
$313K +$310K +4,085 New
JIC
214
Joel Isaacson & Co
New York
$306K
Susquehanna International Group
215
Susquehanna International Group
Pennsylvania
$300K -$561K -7,391 -65%
LPL Financial
216
LPL Financial
California
$298K +$295K +3,892 New
BFS
217
Bradley Foster & Sargent
Connecticut
$293K +$81K +1,067 +39%
RJFSA
218
Raymond James Financial Services Advisors
Florida
$291K
AI
219
Atria Investments
North Carolina
$286K +$70.8K +933 +33%
DC
220
Davenport & Co
Virginia
$284K
DI
221
Diligent Investors
California
$283K
PAM
222
Panagora Asset Management
Massachusetts
$277K -$1.2M -15,744 -81%
WAM
223
World Asset Management
Michigan
$274K -$17.7K -233 -6%
FCI
224
Financial Counselors Inc
Kansas
$271K +$28.8K +379 +12%
P
225
&Partners
Tennessee
$270K

ASH Hedge Fund Activity: Q4 2019 in Review

330 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2019, worth a combined $4.27B — down 0.11% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ASH positions and 41 closed out — a net gain of 9 holders — while 96 added to existing stakes and 107 trimmed.

The largest buyer was Causeway Capital Management, opening a new position worth an estimated $110M. The largest seller was Empyrean Capital Partners, exiting entirely with an estimated $114M sold.

  • 330 institutional investors held Ashland (ASH) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $4.27B of Ashland stock for Q4 2019, down 0.11% quarter-over-quarter.
  • 50 funds opened new Ashland positions in Q4 2019 and 41 closed out, a net change of +9 holders.
  • The largest Ashland buyer in Q4 2019 was Causeway Capital Management, an estimated $110M added.
  • The largest Ashland seller in Q4 2019 was Empyrean Capital Partners, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2019.