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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

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

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
FHA
276
First Horizon Advisors
Tennessee
$306 -$1.72K -43 -84%
SWA
277
SOA Wealth Advisors
New York
$268 – – –
AWM
278
AllSquare Wealth Management
New York
$230 – – –
HCM
279
Hollencrest Capital Management
California
$230 – – –
SIC
280
Salem Investment Counselors
North Carolina
$230 – – –
SS
281
Sunbelt Securities
Texas
$225 +$240 +6 New
CSWM
282
Cassady Schiller Wealth Management
Ohio
$191 – – –
ZB
283
Zions Bancorporation
Utah
$191 – – –
RI
284
Ridgewood Investments
New Jersey
$167 +$160 +4 New
JWA
285
JFS Wealth Advisors
Pennsylvania
$154 -$10.5K -263 -99%
WBC
286
West Branch Capital
Massachusetts
$154 -$120 -3 -43%
BCMLT
287
Beacon Capital Management LLC (Tennessee)
Tennessee
$153 – – –
Credit Agricole
288
Credit Agricole
France
$153 – – –
NIC
289
Northwest Investment Counselors
Oregon
$153 – – –
FCB
290
First Command Bank
Texas
$153 +$160 +4 New
FCFS
291
First Command Financial Services
Texas
$153 +$160 +4 New
SCA
292
Stonebridge Capital Advisors
Minnesota
$115 – – –
IA
293
IFP Advisors
Florida
$112 -$3.32K -83 -97%
SC
294
Stephens Consulting
Michigan
$96 – – –
Creative Planning
295
Creative Planning
Kansas
$77 +$40 +1 +100%
CCM
296
Chilton Capital Management
Texas
$77 +$80 +2 New
CFGS
297
Concourse Financial Group Securities
Alabama
$76 – – –
FFL
298
Financial Freedom LLC
Ohio
$39 – – –
SWA
299
Sutton Wealth Advisors
Florida
$38 -$16.4K -410 -100%
MHR
300
Matthew Hamilton Rosenberg
$38 – – –
10 11
12
13 14

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.