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Advanced Drainage Systems

331 hedge funds and large institutions have $5.95B invested in Advanced Drainage Systems in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 122 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

62% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 37

5% more funds holding

Funds holding: 315331 (+16)

6% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $3.98M

5% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 122

14.84% less ownership

Funds ownership: 93.13%78.28% (-15%)

25% less capital invested

Capital invested by funds: $7.95B → $5.95B (-$2B)

Holders
331
Holders Change
+16
Holders Change %
+5.08%
% of All Funds
5.58%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
60
Increased
116
Reduced
122
Closed
37
Calls
$4.21M
Puts
$3.98M
Net Calls
+$233K
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
S
301
SignatureFD
Georgia
$17K -$30.5K -297 -62%
IUHSA
302
Itau Unibanco Holding S.A.
Brazil
$12K -$103 -1 -0.7%
RTC
303
Riverview Trust Company
Washington
$12K +$13.9K +135 New
PA
304
Parallel Advisors
California
$11K -$6.99K -68 -35%
QCG
305
Quadrant Capital Group
Ohio
$11K -$1.54K -15 -11%
TFP
306
Tilia Fiduciary Partners
North Carolina
$11K +$103 +1 +0.8%
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$9K
VCM
308
Versant Capital Management
Arizona
$6K
VVP
309
Venture Visionary Partners
Ohio
$5.58K +$6.38K +62 New
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.33K
WT
311
Whittier Trust
California
$3K
GWS
312
Glassman Wealth Services
Virginia
$3K +$1.65K +16 +76%
SC
313
Schubert & Co
Texas
$3K +$1.75K +17 +121%
JWA
314
JFS Wealth Advisors
Pennsylvania
$2K -$2.26K -22 -54%
CTC
315
Central Trust Company
Missouri
$2K
PFBT
316
Parkside Financial Bank & Trust
Missouri
$2K +$2.26K +22 +733%
APA
317
American Portfolios Advisors
New York
$1.35K
HR
318
Howe & Rusling
New York
$1K -$411 -4 -20%
DI
319
Disciplined Investments
Oklahoma
$1K +$206 +2 +18%
PMFA
320
Plante Moran Financial Advisors
Michigan
$1K +$1.34K +13 New
JFGIW
321
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.44K +14 New
TPCW
322
TD Private Client Wealth
New York
$901 -$1.34K -13 -57%
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$299 +$300K +2,921 New
AIM
324
Achmea Investment Management
Netherlands
-$16.9M -141,868 Closed
Neuberger Berman Group
325
Neuberger Berman Group
New York
-$13.9M -116,809 Closed

WMS Hedge Fund Activity: Q2 2022 in Review

331 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q2 2022, worth a combined $5.95B — down 25% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new WMS positions and 37 closed out — a net gain of 23 holders — while 116 added to existing stakes and 122 trimmed.

The largest buyer was Capital International Investors, adding an estimated $123M. The largest seller was Berkshire Partners, cutting an estimated $102M.

  • 331 institutional investors held Advanced Drainage Systems (WMS) as of Q2 2022, up from 315 in Q1 2022.
  • Funds reported $5.95B of Advanced Drainage Systems stock for Q2 2022, down 25% quarter-over-quarter.
  • 60 funds opened new Advanced Drainage Systems positions in Q2 2022 and 37 closed out, a net change of +23 holders.
  • The largest Advanced Drainage Systems buyer in Q2 2022 was Capital International Investors, an estimated $123M added.
  • The largest Advanced Drainage Systems seller in Q2 2022 was Berkshire Partners, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2022.