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Advanced Drainage Systems

382 hedge funds and large institutions have $7.81B invested in Advanced Drainage Systems in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 118 increasing their positions, 154 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 42

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more call options, than puts

Call options by funds: $18M | Put options by funds: $13.2M

36% more capital invested

Capital invested by funds: $5.75B → $7.81B (+$2.06B)

9% more funds holding

Funds holding: 350382 (+32)

3.27% more ownership

Funds ownership: 84.04%87.3% (+3.3%)

23% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 154

Holders
382
Holders Change
+32
Holders Change %
+9.14%
% of All Funds
6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
76
Increased
118
Reduced
154
Closed
42
Calls
$18M
Puts
$13.2M
Net Calls
+$4.79M
Net Calls Change
+$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
276
Kovack Advisors
Florida
$347K -$26.1K -277 -8%
IFWM
277
Institute for Wealth Management
Colorado
$341K
SCM
278
Shelton Capital Management
Colorado
$341K -$14K -148 -5%
MAP
279
Moody Aldrich Partners
Massachusetts
$339K +$282K +2,983 New
HC
280
Hamilton Capital
Ohio
$292K +$378 +4 +0.2%
GC
281
Guggenheim Capital
Illinois
$288K +$239K +2,535 New
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$287K +$10.6K +112 +5%
SCM
283
Sebold Capital Management
Illinois
$284K
VPIM
284
Vanguard Personalized Indexing Management
California
$283K +$235K +2,488 New
DCM
285
Dupont Capital Management
Delaware
$283K +$234K +2,483 New
SG Americas Securities
286
SG Americas Securities
New York
$278K -$290K -3,070 -56%
SC
287
Sepio Capital
Utah
$278K -$8.21K -87 -3%
SCA
288
Summit Creek Advisors
Minnesota
$276K +$378 +4 +0.2%
Mariner
289
Mariner
Kansas
$276K +$3.59K +38 +2%
JIC
290
Johnson Investment Counsel
Ohio
$259K +$215K +2,276 New
NAS
291
Nicolet Advisory Services
Wisconsin
$259K +$221K +2,337 New
CL
292
Choreo LLC
Illinois
$255K +$211K +2,238 New
RJFSA
293
Raymond James Financial Services Advisors
Florida
$251K +$209K +2,210 New
CA
294
Cetera Advisors
Colorado
$251K +$208K +2,209 New
BHCM
295
Brevan Howard Capital Management
Jersey
$243K +$202K +2,138 New
NAM
296
Nexpoint Asset Management
Texas
$239K -$84.9K -900 -30%
GVAG
297
Great Valley Advisor Group
Delaware
$235K +$195K +2,069 New
BC
298
Burney Company
Virginia
$235K +$195K +2,067 New
BCV
299
Banque Cantonale Vaudoise
Switzerland
$232K -$4.91K -52 -2%
M&T Bank
300
M&T Bank
New York
$232K +$192K +2,036 New