We are live on ! Find out more

364 hedge funds and large institutions have $6.71B invested in Ashland in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 124 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $331M | Put options by funds: $119M

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

2% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 124

0% more funds holding

Funds holding: 364364 (0)

2% less capital invested

Capital invested by funds: $6.85B → $6.71B (-$144M)

8.48% less ownership

Funds ownership: 185.92%177.43% (-8.5%)

Holders
364
Holders Change
Holders Change %
0%
% of All Funds
10.51%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.49%
New
42
Increased
127
Reduced
124
Closed
39
Calls
$331M
Puts
$119M
Net Calls
+$213M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
JP
1
Jana Partners
New York
$597M -$66.2M -1,408,602 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$429M +$16.9M +358,814 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$411M -$283M -6,028,650 -42%
HCM
4
Highfields Capital Management
Massachusetts
$268M +$9.84M +209,485 +4%
State Street
5
State Street
Massachusetts
$245M -$66.5K -1,416 -0%
BIT
6
BlackRock Institutional Trust
California
$230M -$113M -2,410,377 -34%
MC
7
Maverick Capital
Texas
$221M +$213M +4,535,178 New
BFA
8
BlackRock Fund Advisors
California
$197M -$8.44M -179,690 -4%
ETC
9
Evercore Trust Company
New York
$190M -$14.4M -306,583 -7%
TCA
10
Taconic Capital Advisors
New York
$154M -$130M -2,759,400 -47%
Principal Financial Group
11
Principal Financial Group
Iowa
$144M +$5.01M +106,648 +4%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$133M -$1.73M -36,862 -1%
Goldman Sachs
13
Goldman Sachs
New York
$128M +$7.98M +169,868 +7%
WCM
14
Wedge Capital Management
North Carolina
$118M +$16M +340,796 +16%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$115M +$5.62M +119,725 +5%
PC
16
PointState Capital
New York
$110M +$39.7M +846,420 +59%
AIM
17
abrdn Investment Management
United Kingdom
$90.1M -$1.11M -23,573 -1%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$87.1M +$34.6M +736,036 +70%
SB
19
Suntrust Banks
Georgia
$79.8M +$7.12M +151,564 +10%
FCM
20
Farallon Capital Management
California
$77.6M +$34.8M +740,950 +87%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$76.9M -$843K -17,960 -1%
TP
22
Third Point
New York
$74.6M +$72M +1,533,000 New
Northern Trust
23
Northern Trust
Illinois
$74.1M -$1.58M -33,542 -2%
HP
24
Holowesko Partners
Bahamas
$72.7M +$30.5M +649,992 +77%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$69.4M +$970K +20,648 +1%

ASH Hedge Fund Activity: Q1 2014 in Review

364 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2014, worth a combined $6.71B — down 2.1% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ASH positions and 39 closed out — a net gain of 3 holders — while 127 added to existing stakes and 124 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $283M.

  • 364 institutional investors held Ashland (ASH) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $6.71B of Ashland stock for Q1 2014, down 2.1% quarter-over-quarter.
  • 42 funds opened new Ashland positions in Q1 2014 and 39 closed out, a net change of +3 holders.
  • The largest Ashland buyer in Q1 2014 was Maverick Capital, an estimated $213M added.
  • The largest Ashland seller in Q1 2014 was Fidelity Investments, an estimated $283M sold.

Based on aggregated 13F filings for Q1 2014.