Advanced Drainage Systems
232 hedge funds and large institutions have $5.22B invested in Advanced Drainage Systems in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 27 closing their positions.
96% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 27
39% more capital invested
Capital invested by funds: $3.77B → $5.22B (+$1.46B)
37% more call options, than puts
Call options by funds: $6.93M | Put options by funds: $5.06M
34% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 68
12% more funds holding
Funds holding: 207 → 232 (+25)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.06% less ownership
Funds ownership: 86.75% → 85.69% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$106M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$51.5M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$46.9M |
| 4 |
CCM
CAAS Capital Management
New York
|
+$35.3M |
| 5 |
BlackRock
New York
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$174M |
| 2 |
BP
Berkshire Partners
Boston,
Massachusetts
|
-$94.5M |
| 3 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$47.6M |
| 4 |
Renaissance Technologies
New York
|
-$22.3M |
| 5 |
MC
MIG Capital
Newport Beach,
California
|
-$21.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Parallax Volatility Advisers
San Francisco,
California
| – | -$70K | -1,123 | Closed |
|
|
EI
252
Ellevest Inc
New York
| – | -$18K | -286 | Closed |
|
|
PCM
253
Prelude Capital Management
New York
| – | -$12K | -200 | Closed |
|
|
PHK
254
Point72 Hong Kong
Hong Kong
| – | -$6K | -96 | Closed |
|
|
S
255
SignatureFD
Atlanta,
Georgia
| – | -$3K | -50 | Closed |
|
|
PFWA
256
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | -$2K | -36 | Closed |
|
WMS Hedge Fund Activity: Q4 2020 in Review
232 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2020, worth a combined $5.22B — up 39% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new WMS positions and 27 closed out — a net gain of 26 holders — while 91 added to existing stakes and 68 trimmed.
The largest buyer was Select Equity Group, adding an estimated $106M. The largest seller was Wellington Management Group, cutting an estimated $174M.
- 232 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2020, up from 207 in Q3 2020.
- Funds reported $5.22B of Advanced Drainage Systems stock for Q4 2020, up 39% quarter-over-quarter.
- 53 funds opened new Advanced Drainage Systems positions in Q4 2020 and 27 closed out, a net change of +26 holders.
- The largest Advanced Drainage Systems buyer in Q4 2020 was Select Equity Group, an estimated $106M added.
- The largest Advanced Drainage Systems seller in Q4 2020 was Wellington Management Group, an estimated $174M sold.
Based on aggregated 13F filings for Q4 2020.