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Advanced Drainage Systems

382 hedge funds and large institutions have $7.81B invested in Advanced Drainage Systems in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 118 increasing their positions, 154 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 42

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more call options, than puts

Call options by funds: $18M | Put options by funds: $13.2M

36% more capital invested

Capital invested by funds: $5.75B → $7.81B (+$2.06B)

9% more funds holding

Funds holding: 350382 (+32)

3.27% more ownership

Funds ownership: 84.04%87.3% (+3.3%)

23% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 154

Holders
382
Holders Change
+32
Holders Change %
+9.14%
% of All Funds
6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
76
Increased
118
Reduced
154
Closed
42
Calls
$18M
Puts
$13.2M
Net Calls
+$4.79M
Net Calls Change
+$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
LTAS
226
Linden Thomas Advisory Services
North Carolina
$659K -$6.13K -65 -1%
MCM
227
Manchester Capital Management
Vermont
$645K +$189 +2 +0%
SAM
228
Securian Asset Management
Minnesota
$634K -$11.7K -124 -2%
EF
229
Empowered Funds
Pennsylvania
$629K +$20.6K +218 +4%
EST
230
EA Series Trust
Pennsylvania
$629K +$521K +5,525 New
Millennium Management
231
Millennium Management
New York
$629K +$521K +5,524 New
UCFA
232
United Capital Financial Advisors
Texas
$621K -$1.61M -17,076 -76%
PCIG
233
Partners Capital Investment Group
Massachusetts
$621K
SWA
234
Stratos Wealth Advisors
Ohio
$616K -$11.5K -122 -2%
VF
235
Virtu Financial
New York
$610K +$280K +2,966 +124%
CGH
236
Crossmark Global Holdings
Texas
$603K -$8.78K -93 -2%
BNP Paribas Asset Management
237
BNP Paribas Asset Management
France
$590K -$1.04M -11,002 -68%
AU
238
Algebris (UK)
United Kingdom
$586K -$82.4K -873 -14%
SC
239
Sonen Capital
California
$567K +$71K +752 +18%
MSRPS
240
Maryland State Retirement & Pension System
Maryland
$565K
JAG
241
Journey Advisory Group
Kentucky
$563K -$33K -350 -7%
QCM
242
Quantinno Capital Management
New York
$562K +$466K +4,937 New
DFCM
243
Dark Forest Capital Management
Puerto Rico
$562K +$409K +4,336 +723%
FHB
244
First Hawaiian Bank
Hawaii
$561K +$172K +1,820 +59%
NLGIA
245
Nippon Life Global Investors Americas
New York
$558K +$462K +4,900 New
AFA
246
Abacus FCF Advisors
Florida
$555K -$3.02K -32 -0.7%
PI
247
PEAK6 Investments
Illinois
$552K +$458K +4,853 New
SAM
248
Scopus Asset Management
New York
$546K +$453K +4,798 New
SAM
249
Shell Asset Management
Netherlands
$545K +$452K +4,789 New
WP
250
WealthPLAN Partners
Nebraska
$512K -$47.2K -500 -10%

WMS Hedge Fund Activity: Q2 2023 in Review

382 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q2 2023, worth a combined $7.81B — up 36% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new WMS positions and 42 closed out — a net gain of 34 holders — while 118 added to existing stakes and 154 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $98.6M. The largest seller was Pacer Advisors, cutting an estimated $37.3M.

  • 382 institutional investors held Advanced Drainage Systems (WMS) as of Q2 2023, up from 350 in Q1 2023.
  • Funds reported $7.81B of Advanced Drainage Systems stock for Q2 2023, up 36% quarter-over-quarter.
  • 76 funds opened new Advanced Drainage Systems positions in Q2 2023 and 42 closed out, a net change of +34 holders.
  • The largest Advanced Drainage Systems buyer in Q2 2023 was Baillie Gifford & Co, an estimated $98.6M added.
  • The largest Advanced Drainage Systems seller in Q2 2023 was Pacer Advisors, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2023.