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ASE Group

258 hedge funds and large institutions have $1.3B invested in ASE Group in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $934K | Put options by funds: $609K

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

5% more funds holding

Funds holding: 246258 (+12)

3% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 87

0.07% more ownership

Funds ownership: 3.74%3.81% (+0.07%)

0% less capital invested

Capital invested by funds: $1.3B → $1.3B (-$5.31M)

Holders
258
Holders Change
+12
Holders Change %
+4.88%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
90
Reduced
87
Closed
30
Calls
$934K
Puts
$609K
Net Calls
+$325K
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Private Trust Company
Ohio
$18.8K +$18.6K +2,419 New
ME
227
McIlrath & Eck
Washington
$17.2K
EBA
228
Eagle Bay Advisors
New York
$16.5K +$85 +11 +0.5%
LC
229
Lindbrook Capital
California
$16.2K -$362 -47 -2%
AF
230
Advisornet Financial
Minnesota
$15.6K -$562 -73 -4%
IA
231
IFP Advisors
Florida
$11.2K
KFI
232
Key Financial Inc
Pennsylvania
$10.8K +$10.7K +1,386 New
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$10.6K
CSPIA
234
Cary Street Partners Investment Advisory
Virginia
$9.59K
SPIA
235
Steward Partners Investment Advisory
New York
$9.26K
GWSG
236
GPS Wealth Strategies Group
Colorado
$8.76K
FHA
237
First Horizon Advisors
Tennessee
$8.5K +$3.31K +431 +65%
CA
238
Clearstead Advisors
Ohio
$8.34K
FCA
239
FinTrust Capital Advisors
South Carolina
$8.25K
JWA
240
JFS Wealth Advisors
Pennsylvania
$8K +$400 +52 +5%
FRA
241
Front Row Advisors
California
$8K
Bessemer Group
242
Bessemer Group
New Jersey
$7K
BIA
243
Bell Investment Advisors
California
$6.08K +$1.02K +133 +21%
AF
244
Allworth Financial
California
$5.73K +$438 +57 +8%
CSC
245
Caldwell Sutter Capital
California
$5.19K +$5.12K +666 New
SSB
246
Sandy Spring Bank
Maryland
$4.09K +$4.04K +525 New
OP
247
ORG Partners
Indiana
$3K +$3.19K +415 New
CAM
248
ClariVest Asset Management
California
$2K
SSG
249
Summit Securities Group
New York
$2K +$1.54K +200 New
PFBT
250
Parkside Financial Bank & Trust
Missouri
$1.85K

ASX Hedge Fund Activity: Q2 2023 in Review

258 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ASE Group (ASX) for Q2 2023, worth a combined $1.3B — down 0.41% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ASX positions and 30 closed out — a net gain of 12 holders — while 90 added to existing stakes and 87 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $72.4M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $30.4M sold.

  • 258 institutional investors held ASE Group (ASX) as of Q2 2023, up from 246 in Q1 2023.
  • Funds reported $1.3B of ASE Group stock for Q2 2023, down 0.41% quarter-over-quarter.
  • 42 funds opened new ASE Group positions in Q2 2023 and 30 closed out, a net change of +12 holders.
  • The largest ASE Group buyer in Q2 2023 was Lazard Asset Management, an estimated $72.4M added.
  • The largest ASE Group seller in Q2 2023 was Clark Capital Management Group, an estimated $30.4M sold.

Based on aggregated 13F filings for Q2 2023.