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ASE Group
ASX

137 hedge funds and large institutions have $466M invested in ASE Group in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

17% more capital invested

Capital invested by funds: $399M → $466M (+$66.7M)

13% more funds holding

Funds holding: 121 → 137 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.08% less ownership

Funds ownership: 2.45% → 2.37% (-0.08%)

41% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 56

Holders
137
Holders Change
+16
Holders Change %
+13.22%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
33
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.47M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.47M
3
SSA
Schonfeld Strategic Advisors
New York
+$6.3M
4
Millennium Management
Millennium Management
New York
+$5.17M
5
Lazard Asset Management
Lazard Asset Management
New York
+$4M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$10.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$6.48M
3
Renaissance Technologies
Renaissance Technologies
New York
-$6.03M
4
EARNEST Partners
EARNEST Partners
Georgia
-$5.78M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$4.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
126
Sowell Financial Services
Arkansas
$3K -$26 -6 -1%
BWM
127
BerganKDV Wealth Management
Minnesota
$3K – – –
VFA
128
Valeo Financial Advisors
Indiana
$2K – – –
TFS
129
TrustCore Financial Services
Tennessee
$2K +$1.5K +352 New
LWM
130
Liberty Wealth Management
California
$2K +$1.54K +361 New
GRP
131
Global Retirement Partners
California
$2K +$1.73K +405 New
FHA
132
Flagship Harbor Advisors
Massachusetts
$2K +$2.57K +602 New
ABC
133
Associated Banc-Corp
Wisconsin
$1K – – –
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$4 +1 +0.3%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$1K +$533 +125 New
CWC
136
Carolinas Wealth Consulting
North Carolina
$1K +$1.24K +291 New
Mackenzie Financial
137
Mackenzie Financial
Ontario, Canada
– -$175K -46,750 Closed
AI
138
Atria Investments
North Carolina
– -$89K -23,848 Closed
PWPS
139
Pinnacle Wealth Planning Services
Ohio
– -$84K -22,720 Closed
WAM
140
World Asset Management
Michigan
– -$77K -20,529 Closed
S
141
SimplyRich
California
– -$69K -17,749 Closed
HIMCH
142
Hartford Investment Management Co (HIMCO)
Connecticut
– -$66K -17,563 Closed
GT
143
Greenleaf Trust
Michigan
– -$61K -16,198 Closed
WANY
144
Wealthspire Advisors (New York)
New York
– -$48K -12,748 Closed
CWP
145
CFM Wealth Partners
Texas
– -$14K -3,659 Closed
ASN
146
Advisory Services Network
Georgia
– -$6K -1,567 Closed
SMFS
147
Squar Milner Financial Services
California
– -$2K -631 Closed
TRCT
148
Tower Research Capital (TRC)
New York
– -$1K -137 Closed
BCWM
149
Bartlett & Co Wealth Management
Ohio
– -$441 -118 Closed
FHA
150
First Horizon Advisors
Tennessee
– +$260 +61 New
2 3 4 5
6

ASX Hedge Fund Activity: Q2 2020 in Review

137 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ASE Group (ASX) for Q2 2020, worth a combined $466M — up 17% from $399M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ASX positions and 16 closed out — a net gain of 16 holders — while 33 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $7.47M. The largest seller was Fisher Asset Management, cutting an estimated $10.5M.

  • 137 institutional investors held ASE Group (ASX) as of Q2 2020, up from 121 in Q1 2020.
  • Funds reported $466M of ASE Group stock for Q2 2020, up 17% quarter-over-quarter.
  • 32 funds opened new ASE Group positions in Q2 2020 and 16 closed out, a net change of +16 holders.
  • The largest ASE Group buyer in Q2 2020 was BlackRock, an estimated $7.47M added.
  • The largest ASE Group seller in Q2 2020 was Fisher Asset Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2020.