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.
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
Top Buyers
| 1 |
SAM
Scopus Asset Management
New York
|
+$17.6M |
| 2 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$11.2M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$6.78M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.82M |
| 5 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$3.57M |
Top Sellers
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$265M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$20M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$4.69M |
| 4 |
BlackRock
New York
|
-$4.69M |
| 5 |
Millennium Management
New York
|
-$3.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Rockefeller Capital Management
New York
| – | -$4K | -110 | Closed |
|
327
Group One Trading
Chicago,
Illinois
| – | -$2.28K | -60 | Closed |
|
|
ZIG
328
Zullo Investment Group
Scranton,
Pennsylvania
| – | -$1.52K | -40 | Closed |
|
|
AWM
329
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$1.46K | -36 | Closed |
|
|
WIM
330
Westside Investment Management
Santa Monica,
California
| – | -$1 | -30 | Closed |
|
|
C
331
Covestor
London,
United Kingdom
| – | -$921 | -23 | -88% |
|
|
DAM
332
Delta Asset Management
Memphis,
Tennessee
| – | -$798 | -21 | Closed |
|
|
TWP
333
TFO Wealth Partners
Maumee,
Ohio
| – | -$1.61K | -19 | Closed |
|
|
MCC
334
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$684 | -18 | Closed |
|
|
BWL
335
Bogart Wealth LLC
Mclean,
Virginia
| – | -$304 | -8 | Closed |
|
|
PMFA
336
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$304 | -8 | Closed |
|
337
Simplex Trading
Chicago,
Illinois
| – | +$480 | +12 | New |
|
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.