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AdvanSix
ASIX

284 hedge funds and large institutions have $711M invested in AdvanSix in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $593K | Put options by funds: $208K

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1.54% less ownership

Funds ownership: 85.57% → 84.04% (-1.5%)

2% less funds holding

Funds holding: 291 → 284 (-7)

12% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 85

13% less capital invested

Capital invested by funds: $821M → $711M (-$110M)

Holders
284
Holders Change
-7
Holders Change %
-2.41%
% of All Funds
4.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
75
Reduced
85
Closed
27
Calls
$593K
Puts
$208K
Net Calls
+$385K
Net Calls Change
-$169K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$15.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.56M
3
Millennium Management
Millennium Management
New York
+$4.4M
4
CI
CX Institutional
Indiana
+$3.77M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.49M

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$19.5M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$12.6M
3
SAM
Scopus Asset Management
New York
-$7.12M
4
N
Nuveen
North Carolina
-$4.29M
5
Comerica Bank
Comerica Bank
Texas
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
201
Creative Financial Designs
Indiana
$1.62K – – –
RFA
202
Register Financial Advisors
Georgia
$1.55K – – –
TFA
203
Toth Financial Advisory
Virginia
$1.55K – – –
MCM
204
Manchester Capital Management
Vermont
$1.54K – – –
BWAM
205
Boyd Watterson Asset Management
Ohio
$1.52K – – –
BCWM
206
Bartlett & Co Wealth Management
Ohio
$1.46K – – –
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$1.36K +$35 +1 +2%
BBHC
208
Brown Brothers Harriman & Co
New York
$1.34K +$1.49K +43 New
S
209
SignatureFD
Georgia
$1.27K – – –
CSPIA
210
Cary Street Partners Investment Advisory
Virginia
$1.27K +$556 +16 +64%
TIM
211
Thompson Investment Management
Wisconsin
$1.24K – – –
CT
212
Cambridge Trust
Massachusetts
$1.21K – – –
CLOS
213
Compagnie Lombard Odier SCmA
Switzerland
$1.21K – – –
BC
214
Bartlett & Co
Ohio
$1K – – –
HBW
215
Hazlett, Burt & Watson
West Virginia
$1K – – –
CA
216
Clearstead Advisors
Ohio
$1K +$556 +16 +100%
SWM
217
Spire Wealth Management
Virginia
$970 – – –
AAG
218
Armstrong Advisory Group
Massachusetts
$902 – – –
FCT
219
First Community Trust
Iowa
$870 – – –
MSFP
220
Mark Sheptoff Financial Planning
Connecticut
$870 – – –
WTC
221
WhitTier Trust Company
Nevada
$869 -$35 -1 -3%
CIA
222
Cape Investment Advisory
Georgia
$746 – – –
CT
223
Colonial Trust
South Carolina
$746 – – –
WT
224
Washington Trust
Rhode Island
$715 – – –
PP
225
PFS Partners
New Jersey
$704 – – –
7 8
9
10 11

ASIX Hedge Fund Activity: Q3 2023 in Review

284 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AdvanSix (ASIX) for Q3 2023, worth a combined $711M — down 13% from $821M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ASIX and 25 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 75 added.

The largest buyer was Victory Capital Management, adding an estimated $15.9M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $19.5M sold.

  • 284 institutional investors held AdvanSix (ASIX) as of Q3 2023, down from 291 in Q2 2023.
  • Funds reported $711M of AdvanSix stock for Q3 2023, down 13% quarter-over-quarter.
  • 25 funds opened new AdvanSix positions in Q3 2023 and 27 closed out, a net change of -2 holders.
  • The largest AdvanSix buyer in Q3 2023 was Victory Capital Management, an estimated $15.9M added.
  • The largest AdvanSix seller in Q3 2023 was Wasatch Advisors, an estimated $19.5M sold.

Based on aggregated 13F filings for Q3 2023.