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
BlackRock
1
BlackRock
New York
$455M +$18.6M +244,991 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$431M -$298K -3,926 -0.1%
EC
3
Eminence Capital
New York
$431M +$30.7M +403,910 +8%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$197M +$25M +330,000 +15%
NCMU
5
NAYA Capital Management (UK)
United Kingdom
$180M +$22.1M +290,955 +14%
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$138M +$22.4M +295,252 +20%
State Street
7
State Street
Massachusetts
$128M -$2.67M -35,190 -2%
WCM
8
Wedge Capital Management
North Carolina
$116M -$5.31M -70,003 -4%
CCM
9
Causeway Capital Management
California
$111M +$110M +1,448,021 New
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$94.6M +$11.9M +156,297 +14%
Goldman Sachs
11
Goldman Sachs
New York
$94.1M +$24.3M +319,989 +35%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$91.9M -$214K -2,815 -0.2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$91.1M +$7.59M +99,992 +9%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$82.5M +$4.48M +59,058 +6%
CCA
15
Cruiser Capital Advisors
Connecticut
$81.9M -$1.3M -17,087 -2%
UBS Group
16
UBS Group
Switzerland
$69.4M +$13.3M +175,234 +24%
Newport Trust Company
17
Newport Trust Company
District of Columbia
$66.8M -$4.66M -61,336 -7%
CLG
18
Cooperman Leon G
$59.2M
YCMGA
19
York Capital Management Global Advisors
New York
$58.7M +$58.2M +767,340 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$52.8M -$588K -7,752 -1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$50.7M +$1.83M +24,157 +4%
MWNA
22
Marshall Wace North America
New York
$43M -$9.6M -126,528 -18%
BHG
23
Blue Harbour Group
Connecticut
$42.2M
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$38.6M -$5.25M -69,219 -12%
Norges Bank
25
Norges Bank
Norway
$37.9M -$960K -12,647 -2%

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.