Advanced Drainage Systems
266 hedge funds and large institutions have $6.24B invested in Advanced Drainage Systems in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 105 increasing their positions, 88 reducing their positions, and 24 closing their positions.
154% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 24
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
20% more capital invested
Capital invested by funds: $5.22B → $6.24B (+$1.02B)
19% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 88
15% more funds holding
Funds holding: 232 → 266 (+34)
0.33% less ownership
Funds ownership: 85.69% → 85.37% (-0.33%)
31% less call options, than puts
Call options by funds: $5.88M | Put options by funds: $8.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$76.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$43.1M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$41M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$40.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$143M |
| 2 |
BP
Berkshire Partners
Boston,
Massachusetts
|
-$118M |
| 3 |
CCM
CAAS Capital Management
New York
|
-$41.6M |
| 4 |
BMO
Beck Mack & Oliver
New York
|
-$34.8M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$32.9M |
WMS Hedge Fund Activity: Q1 2021 in Review
266 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q1 2021, worth a combined $6.24B — up 20% from $5.22B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new WMS positions and 24 closed out — a net gain of 37 holders — while 105 added to existing stakes and 88 trimmed.
The largest buyer was Select Equity Group, adding an estimated $76.7M. The largest seller was Wellington Management Group, cutting an estimated $143M.
- 266 institutional investors held Advanced Drainage Systems (WMS) as of Q1 2021, up from 232 in Q4 2020.
- Funds reported $6.24B of Advanced Drainage Systems stock for Q1 2021, up 20% quarter-over-quarter.
- 61 funds opened new Advanced Drainage Systems positions in Q1 2021 and 24 closed out, a net change of +37 holders.
- The largest Advanced Drainage Systems buyer in Q1 2021 was Select Equity Group, an estimated $76.7M added.
- The largest Advanced Drainage Systems seller in Q1 2021 was Wellington Management Group, an estimated $143M sold.
Based on aggregated 13F filings for Q1 2021.