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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
SFG
351
Steward Financial Group
Texas
$1K +$1.82K +18 New
SIC
352
SJS Investment Consulting
Ohio
$984 +$405 +4 +50%
AF
353
Allworth Financial
California
$984 +$912 +9 +300%
SWA
354
Sutton Wealth Advisors
Florida
$902 +$1.11K +11 New
TPCW
355
TD Private Client Wealth
New York
$820 – – –
DI
356
Disciplined Investments
Oklahoma
$656 -$709 -7 -47%
MSCM
357
McElhenny Sheffield Capital Management
Texas
$656 +$811 +8 New
BHWM
358
Beaird Harris Wealth Management
Texas
$492 +$608 +6 New
GJIA
359
Glass Jacobson Investment Advisors
Maryland
$410 +$507 +5 New
GRP
360
Global Retirement Partners
California
$410 +$507 +5 New
ZB
361
Zions Bancorporation
Utah
$410 +$507 +5 New
ASN
362
Advisory Services Network
Georgia
$328 +$405 +4 New
TWA
363
TCI Wealth Advisors
Arizona
$164 -$304 -3 -60%
LF
364
Lee Financial
Texas
$164 – – –
FGAM
365
Financial Gravity Asset Management
Texas
$29 +$8.31K +82 New
NA
366
NewEdge Advisors
Louisiana
$17 +$21.1K +208 New
Alyeska Investment Group
367
Alyeska Investment Group
Illinois
– -$67.8M -545,338 Closed
Select Equity Group
368
Select Equity Group
New York
– -$41.9M -336,817 Closed
BSA
369
Braun Stacey Associates
New York
– -$15.6M -125,292 Closed
LCG
370
Lisanti Capital Growth
New York
– -$14.2M -114,106 Closed
CM
371
Churchill Management
California
– -$13M -104,462 Closed
DCM
372
Driehaus Capital Management
Illinois
– -$10.6M -85,538 Closed
Capital Fund Management (CFM)
373
Capital Fund Management (CFM)
France
– -$9.13M -73,444 Closed
Axa
374
Axa
France
– -$7.45M -59,900 Closed
Arrowstreet Capital
375
Arrowstreet Capital
Massachusetts
– -$6.75M -54,313 Closed
13 14
15
16 17

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.