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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
ECM
301
ExodusPoint Capital Management
New York
$350K -$2.59M -21,522 -90%
KPWS
302
Kestra Private Wealth Services
Texas
$346K +$296K +2,457 New
KAS
303
Kestra Advisory Services
Texas
$344K +$295K +2,449 New
SC
304
Sepio Capital
Utah
$344K +$482 +4 +0.2%
SCA
305
Summit Creek Advisors
Minnesota
$342K – – –
TFS
306
Thoroughbred Financial Services
Tennessee
$338K – – –
NAS
307
Nicolet Advisory Services
Wisconsin
$332K +$48.1K +399 +18%
TWC
308
TD Waterhouse Canada
Ontario, Canada
$329K +$307K +2,549 +31,863%
NA
309
NewEdge Advisors
Louisiana
$321K -$53.8K -446 -15%
OC
310
Oarsman Capital
Wisconsin
$320K +$16.6K +138 +6%
JIC
311
Johnson Investment Counsel
Ohio
$318K +$273K +2,262 New
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$316K +$20K +166 +8%
SWP
313
Stratos Wealth Partners
Ohio
$315K +$270K +2,243 New
Mariner
314
Mariner
Kansas
$313K -$18.2K -151 -6%
PA
315
Profund Advisors
Maryland
$313K +$43.4K +360 +19%
US Bancorp
316
US Bancorp
Minnesota
$311K -$39.9K -331 -13%
CA
317
Cetera Advisors
Colorado
$311K -$482 -4 -0.2%
GLA
318
Great Lakes Advisors
Illinois
$310K +$266K +2,206 New
FRM
319
Fox Run Management
Connecticut
$309K +$265K +2,199 New
VAS
320
Vestmark Advisory Solutions
Massachusetts
$304K +$43.5K +361 +20%
IP
321
Isthmus Partners
Wisconsin
$300K +$257K +2,135 New
GVAG
322
Great Valley Advisor Group
Delaware
$291K – – –
ASN
323
Advisory Services Network
Georgia
$286K -$2.89K -24 -1%
SCM
324
Sebold Capital Management
Illinois
$281K -$60.3K -500 -20%
SAM
325
Sawgrass Asset Management
Florida
$280K – – –
11 12
13
14 15

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.