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Advanced Drainage Systems
WMS

367 hedge funds and large institutions have $5.4B invested in Advanced Drainage Systems in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 151 increasing their positions, 112 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 112

0.45% less ownership

Funds ownership: 80.75% → 80.3% (-0.45%)

9% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 76

4% less funds holding

Funds holding: 382 → 367 (-15)

36% less capital invested

Capital invested by funds: $8.38B → $5.4B (-$2.98B)

38% less call options, than puts

Call options by funds: $3.66M | Put options by funds: $5.93M

63% less funds holding in top 10

Funds holding in top 10: 8 → 3 (-5)

Holders
367
Holders Change
-15
Holders Change %
-3.93%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
69
Increased
151
Reduced
112
Closed
76
Calls
$3.66M
Puts
$5.93M
Net Calls
-$2.28M
Net Calls Change
-$2.94M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$77.2M
2
Swedbank
Swedbank
Sweden
+$76.5M
3
RS
Robeco Schweiz
Switzerland
+$75.3M
4
American Century Companies
American Century Companies
Missouri
+$48.9M
5
BlackRock
BlackRock
New York
+$44.3M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$149M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$122M
3
JP Morgan Chase
JP Morgan Chase
New York
-$85.8M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$67.8M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$65.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Capital
226
Walleye Capital
New York
$488K +$82K +809 +16%
DCM
227
Dupont Capital Management
Delaware
$486K -$117K -1,159 -16%
New York State Teachers Retirement System (NYSTRS)
228
New York State Teachers Retirement System (NYSTRS)
New York
$467K +$578K +5,703 New
WP
229
WealthPLAN Partners
Nebraska
$466K +$507K +5,000 New
MCM
230
Manchester Capital Management
Vermont
$464K – – –
WIM
231
WealthPlan Investment Management
Nebraska
$464K – – –
SWA
232
Stratos Wealth Advisors
Ohio
$454K -$71K -701 -11%
BS
233
Banco Santander
Spain
$451K +$557K +5,500 New
LTAS
234
Linden Thomas Advisory Services
North Carolina
$450K +$556K +5,490 New
PCIG
235
Partners Capital Investment Group
Massachusetts
$448K -$298K -2,943 -35%
BAM
236
Blueshift Asset Management
New Jersey
$445K +$550K +5,431 New
JAG
237
Journey Advisory Group
Kentucky
$443K -$256K -2,525 -32%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$442K -$996K -9,824 -65%
Assenagon Asset Management
239
Assenagon Asset Management
Luxembourg
$435K +$168K +1,662 +46%
William Blair & Company
240
William Blair & Company
Illinois
$429K +$4.56K +45 +0.9%
AWM
241
Avior Wealth Management
Nebraska
$427K -$68.1K -672 -11%
MOACM
242
Mutual of America Capital Management
New York
$421K +$520K +5,134 New
CWM
243
Congress Wealth Management
Massachusetts
$417K -$9.12K -90 -2%
PFO
244
Pathstone Family Office
New Jersey
$413K -$637K -6,284 -63%
BBHC
245
Brown Brothers Harriman & Co
New York
$408K – – –
MSRPS
246
Maryland State Retirement & Pension System
Maryland
$407K – – –
US Bancorp
247
US Bancorp
Minnesota
$404K -$502K -4,957 -50%
TRCT
248
Tower Research Capital (TRC)
New York
$390K +$132K +1,302 +38%
UH
249
Unigestion Holding
Switzerland
$385K +$128K +1,259 +37%
QT
250
Quantamental Technologies
New York
$380K +$306K +3,016 +187%
8 9
10
11 12

WMS Hedge Fund Activity: Q4 2022 in Review

367 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2022, worth a combined $5.4B — down 36% from $8.38B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of WMS and 69 opened new positions — a net loss of 7 holders — while 112 trimmed existing stakes and 151 added.

The largest buyer was Morgan Stanley, adding an estimated $77.2M. The largest seller was Artisan Partners, cutting an estimated $149M.

  • 367 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2022, down from 382 in Q3 2022.
  • Funds reported $5.4B of Advanced Drainage Systems stock for Q4 2022, down 36% quarter-over-quarter.
  • 69 funds opened new Advanced Drainage Systems positions in Q4 2022 and 76 closed out, a net change of -7 holders.
  • The largest Advanced Drainage Systems buyer in Q4 2022 was Morgan Stanley, an estimated $77.2M added.
  • The largest Advanced Drainage Systems seller in Q4 2022 was Artisan Partners, an estimated $149M sold.

Based on aggregated 13F filings for Q4 2022.