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AdvanSix
ASIX

272 hedge funds and large institutions have $657M invested in AdvanSix in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 74 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% less ownership

Funds ownership: 86.81% → 86.08% (-0.73%)

4% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 74

3% less funds holding

Funds holding: 281 → 272 (-9)

6% less capital invested

Capital invested by funds: $701M → $657M (-$43.6M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

86% less call options, than puts

Call options by funds: $288K | Put options by funds: $2.01M

Holders
272
Holders Change
-9
Holders Change %
-3.2%
% of All Funds
3.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
71
Reduced
74
Closed
37
Calls
$288K
Puts
$2.01M
Net Calls
-$1.72M
Net Calls Change
-$1.33M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.83M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$4.78M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.57M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.79M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.64M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.4M
2
JP Morgan Chase
JP Morgan Chase
New York
-$8.51M
3
GLA
Great Lakes Advisors
Illinois
-$4.37M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.95M
5
EIM
Essex Investment Management
Massachusetts
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$403 -$2.43K -91 -87%
S
227
Sachetta
Massachusetts
$390 – – –
IGWM
228
ICA Group Wealth Management
Colorado
$371 +$107 +4 +44%
CFB
229
Cullen/Frost Bankers
Texas
$343 – – –
FWM
230
FSA Wealth Management
Massachusetts
$343 – – –
GPFA
231
Game Plan Financial Advisors
Ohio
$343 – – –
FP
232
Financial Perspectives
Minnesota
$315 – – –
NA
233
NewEdge Advisors
Louisiana
$286 – – –
UB
234
UMB Bank
Missouri
$286 – – –
AAG
235
Accordant Advisory Group
Maryland
$286 +$267 +10 New
APC
236
Aspire Private Capital
North Carolina
$268 – – –
EWA
237
EverSource Wealth Advisors
Alabama
$253 +$267 +10 New
FHA
238
First Horizon Advisors
Tennessee
$229 – – –
BTI
239
Blue Trust Inc
Georgia
$229 +$80 +3 +60%
ECM
240
Everence Capital Management
Indiana
$223 – – –
SAM
241
Smartleaf Asset Management
Massachusetts
$220 +$187 +7 +700%
LWANC
242
Laurel Wealth Advisors (North Carolina)
North Carolina
$201 -$160 -6 -46%
PFBT
243
Parkside Financial Bank & Trust
Missouri
$201 +$187 +7 New
TSWM
244
Tyler-Stone Wealth Management
Ohio
$200 – – –
GJWM
245
Gilliland Jeter Wealth Management
Arkansas
$200 +$187 +7 New
AWM
246
AllSquare Wealth Management
New York
$172 – – –
HCM
247
Hollencrest Capital Management
California
$172 – – –
SS
248
Sunbelt Securities
Texas
$172 – – –
GRP
249
Global Retirement Partners
California
$172 +$107 +4 +200%
ZB
250
Zions Bancorporation
Utah
$143 – – –
8 9
10
11 12

ASIX Hedge Fund Activity: Q1 2024 in Review

272 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AdvanSix (ASIX) for Q1 2024, worth a combined $657M — down 6.2% from $701M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ASIX and 31 opened new positions — a net loss of 6 holders — while 74 trimmed existing stakes and 71 added.

The largest buyer was Fidelity Investments, adding an estimated $7.83M. The largest seller was Morgan Stanley, cutting an estimated $10.4M.

  • 272 institutional investors held AdvanSix (ASIX) as of Q1 2024, down from 281 in Q4 2023.
  • Funds reported $657M of AdvanSix stock for Q1 2024, down 6.2% quarter-over-quarter.
  • 31 funds opened new AdvanSix positions in Q1 2024 and 37 closed out, a net change of -6 holders.
  • The largest AdvanSix buyer in Q1 2024 was Fidelity Investments, an estimated $7.83M added.
  • The largest AdvanSix seller in Q1 2024 was Morgan Stanley, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2024.