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Advanced Drainage Systems
WMS

425 hedge funds and large institutions have $9.26B invested in Advanced Drainage Systems in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 137 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $52.1M | Put options by funds: $18.7M

40% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

22% more capital invested

Capital invested by funds: $7.56B → $9.26B (+$1.69B)

3% more funds holding

Funds holding: 412 → 425 (+13)

0.31% more ownership

Funds ownership: 84.19% → 84.51% (+0.31%)

19% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 170

Holders
425
Holders Change
+13
Holders Change %
+3.16%
% of All Funds
6.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
67
Increased
137
Reduced
170
Closed
48
Calls
$52.1M
Puts
$18.7M
Net Calls
+$33.5M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$94.6M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$51.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.4M
4
NAM
Nissay Asset Management
Japan
+$34.2M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$28.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$77.6M
2
ZIG
Zurich Insurance Group
Switzerland
-$63.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$44.1M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$37.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$1.04M – – –
SOADOR
227
State of Alaska Department of Revenue
Alaska
$1.04M -$100K -830 -10%
Calamos Advisors
228
Calamos Advisors
Illinois
$1.04M +$888K +7,367 New
P
229
Pitcairn
Pennsylvania
$1.03M -$5.67K -47 -0.6%
PSC
230
Prentiss Smith & Co
Vermont
$1.03M -$477K -3,960 -35%
CIM
231
Corbyn Investment Management
Maryland
$1.03M – – –
NYLIM
232
New York Life Investment Management
New York
$1.01M -$12.2K -101 -1%
SO
233
STRS Ohio
Ohio
$1.01M +$868K +7,202 New
CCC
234
Chesapeake Capital Corp
Florida
$993K +$851K +7,058 New
EF
235
Empowered Funds
Pennsylvania
$983K +$150K +1,243 +22%
CAN
236
Cetera Advisor Networks
California
$981K -$445K -3,689 -35%
CIM
237
Caldwell Investment Management
Ontario, Canada
$958K +$820K +6,800 New
MFGM
238
Marshall Financial Group (Maryland)
Maryland
$926K +$794K +6,585 New
William Blair & Company
239
William Blair & Company
Illinois
$921K -$13.1K -109 -2%
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$908K +$434K +3,600 +126%
Wolverine Trading
241
Wolverine Trading
Illinois
$888K +$496K +4,114 +187%
MCM
242
Manchester Capital Management
Vermont
$865K – – –
DA
243
Duality Advisers
Florida
$852K +$299K +2,477 +69%
GC
244
Guggenheim Capital
Illinois
$850K +$430K +3,571 +144%
OAM
245
Oppenheimer Asset Management
New York
$829K -$42K -348 -6%
SAM
246
Securian Asset Management
Minnesota
$811K -$12.1K -100 -2%
UCFA
247
United Capital Financial Advisors
Texas
$805K +$690K +5,721 New
TI
248
Tidal Investments
Wisconsin
$795K -$157K -1,306 -19%
Lazard Asset Management
249
Lazard Asset Management
New York
$777K +$191K +1,581 +40%
SWA
250
Stratos Wealth Advisors
Ohio
$734K -$24.1K -200 -4%
8 9
10
11 12

WMS Hedge Fund Activity: Q4 2023 in Review

425 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2023, worth a combined $9.26B — up 22% from $7.56B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WMS positions and 48 closed out — a net gain of 19 holders — while 137 added to existing stakes and 170 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $94.6M. The largest seller was Citadel Advisors, cutting an estimated $77.6M.

  • 425 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2023, up from 412 in Q3 2023.
  • Funds reported $9.26B of Advanced Drainage Systems stock for Q4 2023, up 22% quarter-over-quarter.
  • 67 funds opened new Advanced Drainage Systems positions in Q4 2023 and 48 closed out, a net change of +19 holders.
  • The largest Advanced Drainage Systems buyer in Q4 2023 was Morgan Stanley, an estimated $94.6M added.
  • The largest Advanced Drainage Systems seller in Q4 2023 was Citadel Advisors, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.