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Advanced Drainage Systems
WMS

367 hedge funds and large institutions have $5.4B invested in Advanced Drainage Systems in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 151 increasing their positions, 112 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 112

0.45% less ownership

Funds ownership: 80.75% → 80.3% (-0.45%)

9% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 76

4% less funds holding

Funds holding: 382 → 367 (-15)

36% less capital invested

Capital invested by funds: $8.38B → $5.4B (-$2.98B)

38% less call options, than puts

Call options by funds: $3.66M | Put options by funds: $5.93M

63% less funds holding in top 10

Funds holding in top 10: 8 → 3 (-5)

Holders
367
Holders Change
-15
Holders Change %
-3.93%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
69
Increased
151
Reduced
112
Closed
76
Calls
$3.66M
Puts
$5.93M
Net Calls
-$2.28M
Net Calls Change
-$2.94M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$77.2M
2
Swedbank
Swedbank
Sweden
+$76.5M
3
RS
Robeco Schweiz
Switzerland
+$75.3M
4
American Century Companies
American Century Companies
Missouri
+$48.9M
5
BlackRock
BlackRock
New York
+$44.3M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$149M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$122M
3
JP Morgan Chase
JP Morgan Chase
New York
-$85.8M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$67.8M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$65.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
326
Quadrant Capital Group
Ohio
$11.1K -$709 -7 -5%
EI
327
Ellevest Inc
New York
$10.6K -$51.6K -509 -80%
IUHSA
328
Itau Unibanco Holding S.A.
Brazil
$10.1K -$1.72K -17 -12%
AWM
329
Accurate Wealth Management
Florida
$6.78K +$8.11K +80 New
MA
330
Montag & Associates
Georgia
$6.07K – – –
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.49K +$3.04K +30 +81%
AAG
332
Armstrong Advisory Group
Massachusetts
$5.33K +$6.59K +65 New
VCM
333
Versant Capital Management
Arizona
$4.26K -$1.62K -16 -24%
CFO
334
CVA Family Office
Colorado
$3.69K +$4.56K +45 New
GWS
335
Glassman Wealth Services
Virginia
$3.44K +$1.42K +14 +50%
PA
336
Parallel Advisors
California
$3.37K -$3.75K -37 -47%
PFBT
337
Parkside Financial Bank & Trust
Missouri
$3.12K +$1.32K +13 +52%
LC
338
Lindbrook Capital
California
$2.87K +$3.24K +32 +1,067%
QC
339
Quent Capital
New York
$2.38K +$2.94K +29 New
CS
340
Comerica Securities
Michigan
$2.29K +$2.84K +28 New
WTA
341
Washington Trust Advisors
Massachusetts
$2.13K -$20.2K -199 -88%
BTI
342
Blue Trust Inc
Georgia
$2K – – –
Jones Financial Companies
343
Jones Financial Companies
Missouri
$2K +$2.03K +20 New
FFA
344
Farther Finance Advisors
California
$1.97K +$2.43K +24 New
JWA
345
JFS Wealth Advisors
Pennsylvania
$1.72K -$2.84K -28 -57%
CTC
346
Central Trust Company
Missouri
$1.64K – – –
TC
347
Truvestments Capital
Florida
$1.64K +$2.03K +20 New
SC
348
Schubert & Co
Texas
$1.56K -$2.74K -27 -59%
AF
349
Advisornet Financial
Minnesota
$1.23K +$1.52K +15 New
Toronto Dominion Bank
350
Toronto Dominion Bank
Ontario, Canada
$1K – – –
12 13
14
15 16

WMS Hedge Fund Activity: Q4 2022 in Review

367 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2022, worth a combined $5.4B — down 36% from $8.38B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of WMS and 69 opened new positions — a net loss of 7 holders — while 112 trimmed existing stakes and 151 added.

The largest buyer was Morgan Stanley, adding an estimated $77.2M. The largest seller was Artisan Partners, cutting an estimated $149M.

  • 367 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2022, down from 382 in Q3 2022.
  • Funds reported $5.4B of Advanced Drainage Systems stock for Q4 2022, down 36% quarter-over-quarter.
  • 69 funds opened new Advanced Drainage Systems positions in Q4 2022 and 76 closed out, a net change of -7 holders.
  • The largest Advanced Drainage Systems buyer in Q4 2022 was Morgan Stanley, an estimated $77.2M added.
  • The largest Advanced Drainage Systems seller in Q4 2022 was Artisan Partners, an estimated $149M sold.

Based on aggregated 13F filings for Q4 2022.