Ashland
302 hedge funds and large institutions have $5.15B invested in Ashland in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 95 reducing their positions, and 33 closing their positions.
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
5% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 95
1% more capital invested
Capital invested by funds: $5.12B → $5.15B (+$37.9M)
1.08% less ownership
Funds ownership: 96.31% → 95.23% (-1.1%)
2% less funds holding
Funds holding: 309 → 302 (-7)
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
29% less call options, than puts
Call options by funds: $11.3M | Put options by funds: $15.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$36.4M |
| 2 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$31.4M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$29M |
| 4 |
NCMU
NAYA Capital Management (UK)
London,
United Kingdom
|
+$23.5M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$91.2M |
| 2 |
SC
Samlyn Capital
New York
|
-$40.1M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$35.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19.3M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$13.4M |
ASH Hedge Fund Activity: Q3 2021 in Review
302 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q3 2021, worth a combined $5.15B — up 0.74% from $5.12B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of ASH and 28 opened new positions — a net loss of 5 holders — while 95 trimmed existing stakes and 100 added.
The largest buyer was Norges Bank, adding an estimated $36.4M. The largest seller was Fidelity Investments, cutting an estimated $91.2M.
- 302 institutional investors held Ashland (ASH) as of Q3 2021, down from 309 in Q2 2021.
- Funds reported $5.15B of Ashland stock for Q3 2021, up 0.74% quarter-over-quarter.
- 28 funds opened new Ashland positions in Q3 2021 and 33 closed out, a net change of -5 holders.
- The largest Ashland buyer in Q3 2021 was Norges Bank, an estimated $36.4M added.
- The largest Ashland seller in Q3 2021 was Fidelity Investments, an estimated $91.2M sold.
Based on aggregated 13F filings for Q3 2021.