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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
BAM
301
Belpointe Asset Management
Nevada
$41.7K +$14.1K +160 +48%
GRP
302
Global Retirement Partners
California
$38.7K +$39.3K +447 +8,940%
OAM
303
Ostrum Asset Management
France
$34.2K +$35.7K +406 New
HI
304
Harbour Investments
Wisconsin
$33.6K -$13.4K -152 -28%
TFM
305
TFC Financial Management
Massachusetts
$33.5K
Nisa Investment Advisors
306
Nisa Investment Advisors
Missouri
$31K
PCM
307
Penserra Capital Management
California
$31K
HNB
308
Huntington National Bank
Ohio
$26.8K +$5.72K +65 +26%
National Bank of Canada
309
National Bank of Canada
Quebec, Canada
$19.1K -$616 -7 -3%
CCA
310
Column Capital Advisors
Indiana
$17.1K
S
311
SignatureFD
Georgia
$16.6K +$1.41K +16 +9%
IA
312
IFP Advisors
Florida
$16.2K -$2.11K -24 -4%
EWA
313
EverSource Wealth Advisors
Alabama
$14.1K -$2.55K -29 -15%
WTC
314
WhitTier Trust Company
Nevada
$14.1K -$1.06K -12 -7%
MA
315
Montag & Associates
Georgia
$12.1K +$6.16K +70 +95%
NA
316
NewEdge Advisors
Louisiana
$11.8K -$5.98K -68 -33%
Loomis, Sayles & Company
317
Loomis, Sayles & Company
Massachusetts
$11K -$18.2M -206,688 -100%
IUHSA
318
Itau Unibanco Holding S.A.
Brazil
$10.4K
LWCFA
319
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.1K +$10.6K +120 New
HT
320
Headlands Technologies
Illinois
$8.59K +$8.97K +102 New
WT
321
Whittier Trust
California
$7.33K +$7.65K +87 New
AAG
322
Armstrong Advisory Group
Massachusetts
$5.47K
QCG
323
Quadrant Capital Group
Ohio
$4.88K -$6.86K -78 -57%
CA
324
Clearstead Advisors
Ohio
$4.13K +$4.31K +49 New
VCM
325
Versant Capital Management
Arizona
$3.95K -$440 -5 -10%