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Advanced Drainage Systems
WMS

Overview Fund Activity

347 hedge funds and large institutions have $5.72B invested in Advanced Drainage Systems in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 138 increasing their positions, 106 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-16
Holders Change %
-4.41%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
66
Increased
138
Reduced
106
Closed
78
Calls
$10.7M
Puts
$8.81M
Net Calls
+$1.87M
Net Calls Change
+$4.15M

Top Buyers

1
BlackRock
BlackRock
New York
$562M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$216M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$298M
4
State Street
State Street
Massachusetts
$173M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$132M

Top Sellers

1
BP
Berkshire Partners
Massachusetts
$0
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$3.91M
3
Millennium Management
Millennium Management
New York
$0
4
RS
Robeco Schweiz
Switzerland
$41.7M
5
Boston Partners
Boston Partners
Massachusetts
$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PF
251
Phoenix Financial
Israel
$294K +$75.6K +911 +35%
Creative Planning
252
Creative Planning
Kansas
$280K +$47.4K +563 +20%
KA
253
Kovack Advisors
Florida
$280K -$3.96K -47 -1%
BSW
254
Buckingham Strategic Wealth
Missouri
$280K – – –
VFA
255
Valeo Financial Advisors
Indiana
$272K -$266K -3,157 -49%
DA
256
Duality Advisers
Florida
$266K -$953K -11,316 -78%
SCM
257
Shelton Capital Management
Colorado
$265K +$265K +3,142 New
FHB
258
First Hawaiian Bank
Hawaii
$262K +$12.6K +150 +5%
YMRC
259
Yorktown Management & Research Company
Virginia
$261K – – –
GC
260
Globeflex Capital
California
$260K -$295K -3,506 -53%
Royal London Asset Management
261
Royal London Asset Management
United Kingdom
$258K +$156K +1,850 +153%
Verition Fund Management
262
Verition Fund Management
Connecticut
$256K -$585K -6,946 -70%
NAM
263
Nexpoint Asset Management
Texas
$253K – – –
IFWM
264
Institute for Wealth Management
Colorado
$253K – – –
LOAMU
265
Lombard Odier Asset Management (USA)
New York
$253K +$253K +3,000 New
MG
266
Mather Group
Illinois
$244K -$1.18K -14 -0.5%
GIA
267
Gladstone Institutional Advisory
Florida
$241K +$1.94K +23 +0.8%
RDIA
268
RE Dickinson Investment Advisors
Iowa
$223K -$135K -1,607 -38%
EM
269
ELCO Management
New York
$217K +$217K +2,575 New
PCA
270
Prosperity Capital Advisors
Ohio
$217K -$9.6K -114 -4%
HC
271
Hamilton Capital
Ohio
$215K +$215K +2,559 New
SC
272
Sepio Capital
Utah
$213K +$213K +2,529 New
SCM
273
Sebold Capital Management
Illinois
$211K – – –
SCA
274
Summit Creek Advisors
Minnesota
$204K +$204K +2,425 New
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$203K +$203K +2,413 New
9 10
11
12 13