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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
Simplex Trading
251
Simplex Trading
Illinois
$733K +$486K +4,034 +341%
CGH
252
Crossmark Global Holdings
Texas
$710K -$20.4K -169 -3%
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$699K – – –
JAG
254
Journey Advisory Group
Kentucky
$667K -$24.1K -200 -4%
QCM
255
Quantinno Capital Management
New York
$662K +$964 +8 +0.2%
EGM
256
Engineers Gate Manager
New York
$629K -$800K -6,634 -60%
SSA
257
Schonfeld Strategic Advisors
New York
$628K -$740K -6,138 -58%
HC
258
Henshaw Capital
Massachusetts
$622K – – –
SAM
259
Shell Asset Management
Netherlands
$622K -$34.1K -283 -6%
FHB
260
First Hawaiian Bank
Hawaii
$616K -$66.3K -550 -11%
RJFSA
261
Raymond James Financial Services Advisors
Florida
$608K +$244K +2,023 +88%
Prudential Financial
262
Prudential Financial
New Jersey
$596K +$38.2K +317 +8%
PMEF
263
Point72 Middle East FZE
United Arab Emirates
$570K +$489K +4,055 New
Creative Planning
264
Creative Planning
Kansas
$568K +$18K +149 +4%
IB
265
Intrust Bank
Kansas
$566K +$39.7K +329 +9%
AU
266
Algebris (UK)
United Kingdom
$534K – – –
URS
267
Utah Retirement Systems
Utah
$531K +$12.1K +100 +3%
WP
268
WealthPLAN Partners
Nebraska
$527K – – –
TCA
269
Tortoise Capital Advisors
Kansas
$523K -$50.6K -420 -10%
Neuberger Berman Group
270
Neuberger Berman Group
New York
$517K +$2.05K +17 +0.5%
ProShare Advisors
271
ProShare Advisors
Maryland
$507K -$16K -133 -4%
BAM
272
Brave Asset Management
New Jersey
$506K – – –
FG
273
Foresight Group
United Kingdom
$506K +$428K +3,549 New
VF
274
Virtu Financial
New York
$501K -$889K -7,373 -67%
VFA
275
Valeo Financial Advisors
Indiana
$496K +$60.8K +504 +17%
9 10
11
12 13

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.