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ASE Group
ASX

246 hedge funds and large institutions have $1.3B invested in ASE Group in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more call options, than puts

Call options by funds: $845K | Put options by funds: $130K

85% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 26

60% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 63

32% more capital invested

Capital invested by funds: $986M → $1.3B (+$317M)

8% more funds holding

Funds holding: 228 → 246 (+18)

0.12% more ownership

Funds ownership: 3.61% → 3.74% (+0.12%)

Holders
246
Holders Change
+18
Holders Change %
+7.89%
% of All Funds
3.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
101
Reduced
63
Closed
26
Calls
$845K
Puts
$130K
Net Calls
+$715K
Net Calls Change
+$624K

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$24.5M
2
Lazard Asset Management
Lazard Asset Management
New York
+$18.7M
3
Millennium Management
Millennium Management
New York
+$18.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.46M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$6.69M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$13.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$11.5M
3
Goldman Sachs
Goldman Sachs
New York
-$11M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$10.9M
5
SG Americas Securities
SG Americas Securities
New York
-$9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPPW
126
Mitchell & Pahl Private Wealth
Oklahoma
$305K -$10.8K -1,474 -4%
SIA
127
Schechter Investment Advisors
Michigan
$299K +$26.2K +3,583 +11%
YCM
128
Yousif Capital Management
Michigan
$290K – – –
Fidelity Investments
129
Fidelity Investments
Massachusetts
$285K -$3.54K -485 -1%
MML Investors Services
130
MML Investors Services
Massachusetts
$282K +$50.2K +6,871 +24%
Squarepoint
131
Squarepoint
New York
$280K +$256K +35,089 New
VAS
132
Vestmark Advisory Solutions
Massachusetts
$278K +$255K +34,921 New
PP
133
PDS Planning
Ohio
$276K +$99.8K +13,652 +65%
AGC
134
Aspen Grove Capital
Colorado
$275K – – –
API
135
Advisor Partners II
California
$261K +$13K +1,772 +6%
PCMC
136
Paragon Capital Management (Colorado)
Colorado
$256K -$1.13K -155 -0.5%
US Bancorp
137
US Bancorp
Minnesota
$254K -$12.3K -1,688 -5%
CA
138
Claro Advisors
Massachusetts
$243K +$222K +30,439 New
PCS
139
Personal CFO Solutions
New Jersey
$223K +$204K +27,928 New
AssetMark Inc
140
AssetMark Inc
California
$216K +$198K +27,047 New
PAM
141
Panagora Asset Management
Massachusetts
$212K +$195K +26,653 New
D.E. Shaw & Co
142
D.E. Shaw & Co
New York
$208K -$11.5M -1,572,685 -98%
SA
143
Shilanski & Associates
Alaska
$200K +$190K +25,999 New
BHPW
144
Beverly Hills Private Wealth
California
$193K +$177K +24,175 New
TPCW
145
TD Private Client Wealth
New York
$191K +$175K +23,912 New
WA
146
Wealth Alliance
New York
$190K -$9.03K -1,235 -5%
BCM
147
Bayesian Capital Management
New York
$186K +$57K +7,800 +50%
MOS
148
MGO One Seven
Ohio
$182K +$66.5K +9,097 +66%
CWP
149
Curated Wealth Partners
California
$181K -$4.96K -679 -3%
WI
150
WrapManager Inc
California
$178K +$163K +22,283 New
4 5
6
7 8

ASX Hedge Fund Activity: Q1 2023 in Review

246 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ASE Group (ASX) for Q1 2023, worth a combined $1.3B — up 32% from $986M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ASX positions and 26 closed out — a net gain of 22 holders — while 101 added to existing stakes and 63 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $24.5M. The largest seller was Bank of America, cutting an estimated $13.4M.

  • 246 institutional investors held ASE Group (ASX) as of Q1 2023, up from 228 in Q4 2022.
  • Funds reported $1.3B of ASE Group stock for Q1 2023, up 32% quarter-over-quarter.
  • 48 funds opened new ASE Group positions in Q1 2023 and 26 closed out, a net change of +22 holders.
  • The largest ASE Group buyer in Q1 2023 was Acadian Asset Management, an estimated $24.5M added.
  • The largest ASE Group seller in Q1 2023 was Bank of America, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2023.