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373 hedge funds and large institutions have $4.53B invested in Ashland in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

13% more capital invested

Capital invested by funds: $4.01B → $4.53B (+$523M)

11% more funds holding

Funds holding: 336373 (+37)

0.71% less ownership

Funds ownership: 93.67%92.96% (-0.71%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

28% less call options, than puts

Call options by funds: $6.72M | Put options by funds: $9.33M

Holders
373
Holders Change
+37
Holders Change %
+11.01%
% of All Funds
5.37%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
72
Increased
109
Reduced
114
Closed
32
Calls
$6.72M
Puts
$9.33M
Net Calls
-$2.61M
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$471M -$12.1M -134,926 -3%
BlackRock
2
BlackRock
New York
$441M +$7.93M +88,482 +2%
EC
3
Eminence Capital
New York
$320M -$20.6M -230,504 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$262M +$2.5M +27,956 +1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$206M -$27.7M -309,327 -13%
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$188M +$2.49M +27,760 +1%
State Street
7
State Street
Massachusetts
$180M +$2.51M +28,058 +2%
ClearBridge Investments
8
ClearBridge Investments
New York
$176M +$13.4M +149,483 +9%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$162M -$1.16M -12,955 -0.8%
Goldman Sachs
10
Goldman Sachs
New York
$123M -$2.78M -31,017 -2%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$120M -$21M -234,855 -16%
CLG
12
Cooperman Leon G
$95.6M +$1.97M +21,982 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$78.8M +$3.17M +35,377 +5%
Invesco
14
Invesco
Georgia
$78.5M +$13.7M +153,246 +23%
Charles Schwab
15
Charles Schwab
California
$66.7M +$1.8M +20,095 +3%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$64M +$2.35M +26,245 +4%
Franklin Resources
17
Franklin Resources
California
$59.9M +$10.7M +118,927 +24%
CVA
18
Ceredex Value Advisors
Florida
$59.4M -$7.11M -79,334 -12%
Newport Trust Company
19
Newport Trust Company
District of Columbia
$56M -$2.95M -32,908 -5%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$55.3M +$253K +2,827 +0.5%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$53.2M +$8.42M +94,013 +21%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$52.7M -$2.69M -30,050 -5%
Macquarie Group
23
Macquarie Group
Australia
$49.8M -$2.61M -29,100 -5%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$45.1M -$1.73M -19,316 -4%
CRM
25
Cramer Rosenthal McGlynn
Connecticut
$44.4M +$3.82M +42,620 +10%

ASH Hedge Fund Activity: Q1 2024 in Review

373 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2024, worth a combined $4.53B — up 13% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ASH positions and 32 closed out — a net gain of 40 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $24.4M. The largest seller was Standard Investments, exiting entirely with an estimated $41.3M sold.

  • 373 institutional investors held Ashland (ASH) as of Q1 2024, up from 336 in Q4 2023.
  • Funds reported $4.53B of Ashland stock for Q1 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Ashland positions in Q1 2024 and 32 closed out, a net change of +40 holders.
  • The largest Ashland buyer in Q1 2024 was Balyasny Asset Management, an estimated $24.4M added.
  • The largest Ashland seller in Q1 2024 was Standard Investments, an estimated $41.3M sold.

Based on aggregated 13F filings for Q1 2024.