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331 hedge funds and large institutions have $5.22B invested in Ashland in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $9.94M

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

16% more capital invested

Capital invested by funds: $4.51B → $5.22B (+$708M)

2.96% more ownership

Funds ownership: 94.23%97.19% (+3%)

2% more funds holding

Funds holding: 325331 (+6)

6% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 107

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
331
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
5.81%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
47
Increased
101
Reduced
107
Closed
39
Calls
$13.7M
Puts
$9.94M
Net Calls
+$3.76M
Net Calls Change
-$6.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
201
Wolverine Trading
Illinois
$420K -$123K -1,421 -23%
Osaic Holdings
202
Osaic Holdings
Arizona
$411K -$5.95K -69 -1%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$408K +$54.9K +636 +16%
MSRPS
204
Maryland State Retirement & Pension System
Maryland
$397K +$386K +4,476 New
TCM
205
Teza Capital Management
Illinois
$394K +$383K +4,437 New
AII
206
AGF Investments Inc
Ontario, Canada
$393K +$382K +4,429 New
RJT
207
Raymond James Trust
Florida
$387K +$55.2K +640 +17%
PA
208
Profund Advisors
Maryland
$382K +$4.14K +48 +1%
PSUF
209
People's United Financial
Connecticut
$379K
CGH
210
Crossmark Global Holdings
Texas
$374K -$8.63K -100 -2%
JIC
211
Joel Isaacson & Co
New York
$355K
Two Sigma Investments
212
Two Sigma Investments
New York
$343K -$3.19K -37 -0.9%
CC
213
Centiva Capital
New York
$340K -$291K -3,372 -47%
RJFSA
214
Raymond James Financial Services Advisors
Florida
$340K +$23.4K +271 +8%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$332K +$18.2K +211 +6%
MCM
216
MAI Capital Management
Ohio
$326K +$316K +3,668 New
SCM
217
Shelton Capital Management
Colorado
$308K -$4.31K -50 -1%
OTPPB
218
Ontario Teachers' Pension Plan Board
Ontario, Canada
$307K +$298K +3,460 New
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$301K +$65.8K +763 +29%
DI
220
Diligent Investors
California
$299K
BFEC
221
Benjamin F. Edwards & Company
Missouri
$293K
Grantham, Mayo, Van Otterloo & Co (GMO)
222
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$291K -$36.7K -426 -12%
KAS
223
Kestra Advisory Services
Texas
$291K -$20.5K -238 -7%
HighTower Advisors
224
HighTower Advisors
Illinois
$288K +$4.31K +50 +2%
FIM
225
Fruth Investment Management
Texas
$284K

ASH Hedge Fund Activity: Q1 2021 in Review

331 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2021, worth a combined $5.22B — up 16% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ASH positions and 39 closed out — a net gain of 8 holders — while 101 added to existing stakes and 107 trimmed.

The largest buyer was Franklin Resources, adding an estimated $131M. The largest seller was Marshall Wace North America, cutting an estimated $101M.

  • 331 institutional investors held Ashland (ASH) as of Q1 2021, up from 325 in Q4 2020.
  • Funds reported $5.22B of Ashland stock for Q1 2021, up 16% quarter-over-quarter.
  • 47 funds opened new Ashland positions in Q1 2021 and 39 closed out, a net change of +8 holders.
  • The largest Ashland buyer in Q1 2021 was Franklin Resources, an estimated $131M added.
  • The largest Ashland seller in Q1 2021 was Marshall Wace North America, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2021.