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AdvanSix
ASIX

Overview Fund Activity

400 hedge funds and large institutions have $834M invested in AdvanSix in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 103 increasing their positions, 98 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
–
Holders Change %
0%
% of All Funds
9.18%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
66
Increased
103
Reduced
98
Closed
61
Calls
$2.96M
Puts
$3.43M
Net Calls
-$471K
Net Calls Change
-$728K

Top Buyers

1
SCM
Sterling Capital Management
North Carolina
+$7.24M
2
SM
Soapstone Management
Maryland
+$7.02M
3
FA
Friess Associates
Delaware
+$6.5M
4
RCMNY
Rubric Capital Management (New York)
New York
+$5.56M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.79M

Top Sellers

1
KIM
Kestrel Investment Management
California
-$13M
2
Morgan Stanley
Morgan Stanley
New York
-$11.2M
3
CS
Credit Suisse
Switzerland
-$6.65M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$5.56M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
301
Omnia Family Wealth
Florida
$1K – – –
PCFFS
302
Pacific Center for Financial Services
California
$1K – – –
RFA
303
Reilly Financial Advisors
California
$1K – – –
CIM
304
Contravisory Investment Management
Massachusetts
$1K – – –
QAM
305
QCI Asset Management
New York
$1K – – –
MA
306
MUFG Americas
New York
$1K – – –
PFSC
307
Peoples Financial Services Corp
Pennsylvania
$1K – – –
BWA
308
BDO Wealth Advisors
Florida
$1K – – –
ADL
309
Asset Dedication LLC
California
$1K – – –
THWM
310
Taylor Hoffman Wealth Management
Virginia
$1K – – –
WWM
311
Wagner Wealth Management
South Carolina
$1K – – –
GFP
312
Gryphon Financial Partners
Ohio
$1K – – –
CC
313
Claybrook Capital
Massachusetts
$1K – – –
MWM
314
MinichMacGregor Wealth Management
New York
$1K – – –
CCM
315
Cribstone Capital Management
Maine
$1K – – –
SNT
316
Security National Trust
West Virginia
$1K – – –
VFA
317
Valeo Financial Advisors
Indiana
$1K +$59 +1 +6%
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$1K +$30 +1 +3%
QI
319
QS Investors
New York
$1K +$129 +4 +15%
ACS
320
Archford Capital Strategies
Illinois
$1K +$1K +6 New
PFBT
321
Parkside Financial Bank & Trust
Missouri
$1K +$206 +7 +26%
MSFP
322
Mark Sheptoff Financial Planning
Connecticut
$1K +$500 +14 +100%
TC
323
Trilogy Capital
California
$1K +$1K +16 New
ML
324
McAdam LLC
Pennsylvania
$1K +$1K +16 New
MIM
325
Macroview Investment Management
Maryland
$1K +$1K +20 New
11 12
13
14 15