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Advanced Drainage Systems

350 hedge funds and large institutions have $5.75B invested in Advanced Drainage Systems in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 140 increasing their positions, 106 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 106

21% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $8.81M

6% more capital invested

Capital invested by funds: $5.4B → $5.75B (+$344M)

3.74% more ownership

Funds ownership: 80.3%84.04% (+3.7%)

5% less funds holding

Funds holding: 367350 (-17)

16% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 79

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
350
Holders Change
-17
Holders Change %
-4.63%
% of All Funds
5.58%
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
140
Reduced
106
Closed
79
Calls
$10.7M
Puts
$8.81M
Net Calls
+$1.87M
Net Calls Change
+$4.15M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
251
ProShare Advisors
Maryland
$313K +$327K +3,721 New
CS
252
Cannell & Spears
New York
$313K -$3.43K -39 -1%
BAM
253
Brave Asset Management
New Jersey
$303K
PF
254
Phoenix Financial
Israel
$294K +$80.1K +911 +35%
Creative Planning
255
Creative Planning
Kansas
$280K +$49.5K +563 +20%
KA
256
Kovack Advisors
Florida
$280K -$4.13K -47 -1%
BSW
257
Buckingham Strategic Wealth
Missouri
$280K
VFA
258
Valeo Financial Advisors
Indiana
$272K -$278K -3,157 -49%
DA
259
Duality Advisers
Florida
$266K -$995K -11,316 -78%
SCM
260
Shelton Capital Management
Colorado
$265K +$276K +3,142 New
FHB
261
First Hawaiian Bank
Hawaii
$262K +$13.2K +150 +5%
YMRC
262
Yorktown Management & Research Company
Virginia
$261K
GC
263
Globeflex Capital
California
$260K -$308K -3,506 -53%
Royal London Asset Management
264
Royal London Asset Management
United Kingdom
$258K +$163K +1,850 +153%
Verition Fund Management
265
Verition Fund Management
Connecticut
$256K -$611K -6,946 -70%
IFWM
266
Institute for Wealth Management
Colorado
$253K
NAM
267
Nexpoint Asset Management
Texas
$253K
LOAMU
268
Lombard Odier Asset Management (USA)
New York
$253K +$264K +3,000 New
MG
269
Mather Group
Illinois
$244K -$1.23K -14 -0.5%
GIA
270
Gladstone Institutional Advisory
Florida
$241K +$2.02K +23 +0.8%
RDIA
271
RE Dickinson Investment Advisors
Iowa
$223K -$141K -1,607 -38%
EM
272
ELCO Management
New York
$217K +$227K +2,575 New
PCA
273
Prosperity Capital Advisors
Ohio
$217K -$10K -114 -4%
HC
274
Hamilton Capital
Ohio
$215K +$225K +2,559 New
SC
275
Sepio Capital
Utah
$213K +$222K +2,529 New