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AdvanSix
ASIX

304 hedge funds and large institutions have $893M invested in AdvanSix in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 95 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $386K | Put options by funds: $194K

0.92% more ownership

Funds ownership: 84.1% → 85.02% (+0.92%)

4% less funds holding

Funds holding: 316 → 304 (-12)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

18% less capital invested

Capital invested by funds: $1.09B → $893M (-$193M)

26% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 95

Holders
304
Holders Change
-12
Holders Change %
-3.8%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
70
Reduced
95
Closed
36
Calls
$386K
Puts
$194K
Net Calls
+$192K
Net Calls Change
-$1.42M

Top Buyers

Rank Fund Capital Flow
1
SAM
Scopus Asset Management
New York
+$17.6M
2
GLA
Great Lakes Advisors
Illinois
+$11.2M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$6.78M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.82M
5
FP
Foundry Partners
Minnesota
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
-$265M
2
Bank of America
Bank of America
North Carolina
-$20M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$4.69M
4
BlackRock
BlackRock
New York
-$4.69M
5
Millennium Management
Millennium Management
New York
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
251
Spire Wealth Management
Virginia
$731 – – –
TH
252
TCTC Holdings
Texas
$689 – – –
QC
253
Quent Capital
New York
$656 -$80 -2 -11%
OC
254
Oakworth Capital
Alabama
$651 – – –
CA
255
Clearstead Advisors
Ohio
$614 – – –
BIA
256
Bell Investment Advisors
California
$613 – – –
UB
257
UMB Bank
Missouri
$612 -$40 -1 -6%
TCWA
258
Ten Capital Wealth Advisors
Washington
$612 – – –
GI
259
Gradient Investments
Minnesota
$612 +$80 +2 +14%
PWMG
260
Prestige Wealth Management Group
New Jersey
$575 – – –
TWC
261
TD Waterhouse Canada
Ontario, Canada
$540 -$160 -4 -22%
CHA
262
Carmichael Hill & Associates
Maryland
$498 – – –
LWANC
263
Laurel Wealth Advisors (North Carolina)
North Carolina
$498 – – –
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$459 -$2.88K -72 -86%
ASN
265
Advisory Services Network
Georgia
$459 – – –
BWM
266
Baystate Wealth Management
Massachusetts
$459 – – –
FP
267
Financial Perspectives
Minnesota
$421 – – –
GWS
268
Glassman Wealth Services
Virginia
$421 – – –
ECM
269
Everence Capital Management
Indiana
$403 – – –
PTC
270
Private Trust Company
Ohio
$383 +$240 +6 +150%
APC
271
Aspire Private Capital
North Carolina
$351 – – –
IGWM
272
ICA Group Wealth Management
Colorado
$345 – – –
VWM
273
Valley Wealth Managers
New Jersey
$344 -$80 -2 -18%
BCMIO
274
Beacon Capital Management Inc (Ohio)
Ohio
$344 – – –
LF
275
Lee Financial
Texas
$307 – – –
9 10
11
12 13

ASIX Hedge Fund Activity: Q1 2023 in Review

304 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AdvanSix (ASIX) for Q1 2023, worth a combined $893M — down 18% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ASIX and 30 opened new positions — a net loss of 6 holders — while 95 trimmed existing stakes and 70 added.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $17.6M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $265M sold.

  • 304 institutional investors held AdvanSix (ASIX) as of Q1 2023, down from 316 in Q4 2022.
  • Funds reported $893M of AdvanSix stock for Q1 2023, down 18% quarter-over-quarter.
  • 30 funds opened new AdvanSix positions in Q1 2023 and 36 closed out, a net change of -6 holders.
  • The largest AdvanSix buyer in Q1 2023 was Scopus Asset Management, an estimated $17.6M added.
  • The largest AdvanSix seller in Q1 2023 was Arete Wealth Advisors, an estimated $265M sold.

Based on aggregated 13F filings for Q1 2023.