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Advanced Drainage Systems

463 hedge funds and large institutions have $7.79B invested in Advanced Drainage Systems in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 186 increasing their positions, 154 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more call options, than puts

Call options by funds: $6.92M | Put options by funds: $5.64M

21% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 154

1.89% more ownership

Funds ownership: 84.98%86.87% (+1.9%)

5% less funds holding

Funds holding: 487463 (-24)

23% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 80

25% less capital invested

Capital invested by funds: $10.4B → $7.79B (-$2.56B)

Holders
463
Holders Change
-24
Holders Change %
-4.93%
% of All Funds
6.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
62
Increased
186
Reduced
154
Closed
80
Calls
$6.92M
Puts
$5.64M
Net Calls
+$1.28M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
326
Institute for Wealth Management
Colorado
$292K
PP
327
Prudential plc
United Kingdom
$291K -$246K -1,774 -41%
LFG
328
Lazard Frères Gestion
France
$286K
AA
329
ALPS Advisors
Colorado
$281K
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
$276K +$16.5K +119 +5%
JAG
331
Journey Advisory Group
Kentucky
$275K
FTWA
332
Fifth Third Wealth Advisors
Ohio
$273K -$7.08K -51 -2%
CTC
333
Cetera Trust Company
Minnesota
$272K +$694 +5 +0.2%
PF
334
Phoenix Financial
Israel
$271K -$15.7K -113 -5%
EM
335
ELCO Management
New York
$268K +$75.8K +546 +31%
AWM
336
AE Wealth Management
Kansas
$267K +$56.1K +404 +21%
SCA
337
Summit Creek Advisors
Minnesota
$267K
VFA
338
Valeo Financial Advisors
Indiana
$266K -$45.7K -329 -12%
OC
339
Oarsman Capital
Wisconsin
$263K
JIC
340
Johnson Investment Counsel
Ohio
$263K +$1.39K +10 +0.4%
SPIA
341
Steward Partners Investment Advisory
New York
$255K +$114K +818 +59%
CCM
342
Cullen Capital Management
New York
$252K +$9.02K +65 +3%
MGP
343
M&G plc
United Kingdom
$252K +$302K +2,173 New
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$250K +$26.9K +194 +10%
VI
345
Vestcor Inc
New Brunswick, Canada
$247K +$296K +2,134 New
SOS
346
Silver Oak Securities
Tennessee
$245K +$296K +2,136 New
FMI
347
F/M Investments
District of Columbia
$243K +$291K +2,098 New
AIM
348
Anchor Investment Management
South Carolina
$238K +$6.38K +46 +2%
GVAG
349
Great Valley Advisor Group
Delaware
$237K -$2.5K -18 -0.9%
Bank Julius Baer & Co
350
Bank Julius Baer & Co
Switzerland
$231K +$17.4K +125 +7%

WMS Hedge Fund Activity: Q4 2024 in Review

463 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2024, worth a combined $7.79B — down 25% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of WMS and 62 opened new positions — a net loss of 18 holders — while 154 trimmed existing stakes and 186 added.

The largest buyer was UBS AM, adding an estimated $111M. The largest seller was Boston Partners, cutting an estimated $195M.

  • 463 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2024, down from 487 in Q3 2024.
  • Funds reported $7.79B of Advanced Drainage Systems stock for Q4 2024, down 25% quarter-over-quarter.
  • 62 funds opened new Advanced Drainage Systems positions in Q4 2024 and 80 closed out, a net change of -18 holders.
  • The largest Advanced Drainage Systems buyer in Q4 2024 was UBS AM, an estimated $111M added.
  • The largest Advanced Drainage Systems seller in Q4 2024 was Boston Partners, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2024.