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AdvanSix
ASIX

Overview Fund Activity

272 hedge funds and large institutions have $657M invested in AdvanSix in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 74 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-9
Holders Change %
-3.2%
% of All Funds
3.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
71
Reduced
74
Closed
37
Calls
$288K
Puts
$2.01M
Net Calls
-$1.72M
Net Calls Change
-$1.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$8.69M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$5.12M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$4.89M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$4.31M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$8.07M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.32M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.97M
3
GLA
3
Great Lakes Advisors
Illinois
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$56.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
201
Compagnie Lombard Odier SCmA
Switzerland
$1.12K – – –
PP
202
PrairieView Partners
Minnesota
$1K – – –
HBW
203
Hazlett, Burt & Watson
West Virginia
$1K – – –
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$994 -$149 -6 -13%
SWM
205
Spire Wealth Management
Virginia
$898 – – –
AAG
206
Armstrong Advisory Group
Massachusetts
$869 – – –
WTC
207
WhitTier Trust Company
Nevada
$828 +$29 +1 +4%
MSFP
208
Mark Sheptoff Financial Planning
Connecticut
$801 – – –
CPA
209
Clear Point Advisors
New York
$715 – – –
CIA
210
Cape Investment Advisory
Georgia
$686 – – –
CT
211
Colonial Trust
South Carolina
$686 – – –
WT
212
Washington Trust
Rhode Island
$658 – – –
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$653 +$653 +24 New
BLC
214
Brown, Lisle/Cummings
Rhode Island
$629 – – –
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$629 – – –
RIL
216
Rothschild Investment LLC
Illinois
$629 +$143 +5 +29%
QC
217
Quent Capital
New York
$609 +$116 +4 +24%
PB
218
Pinnacle Bancorp
Nebraska
$572 – – –
NRG
219
Nemes Rush Group
Michigan
$572 – – –
AP
220
Aspect Partners
Virginia
$572 – – –
GFPC
221
Global Financial Private Client
Florida
$517 – – –
TH
222
TCTC Holdings
Texas
$515 – – –
OP
223
ORG Partners
Indiana
$489 – – –
BIA
224
Bell Investment Advisors
California
$458 – – –
PWMG
225
Prestige Wealth Management Group
New Jersey
$430 – – –
7 8
9
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