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Advanced Drainage Systems

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: 34 (+1)

22% more capital invested

Capital invested by funds: $7.56B → $9.26B (+$1.69B)

3% more funds holding

Funds holding: 412425 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
351
Nisa Investment Advisors
Missouri
$130K +$3.01K +25 +3%
ACM
352
Aquatic Capital Management
Illinois
$127K -$1.1M -9,100 -91%
IPW
353
Impact Partnership Wealth
Georgia
$125K -$48.1K -399 -31%
FHA
354
First Horizon Advisors
Tennessee
$110K -$603 -5 -0.6%
GRP
355
Global Retirement Partners
California
$103K +$35.1K +291 +59%
GC
356
Globeflex Capital
California
$97.3K
KC
357
Kepos Capital
New York
$91K +$38.2K +317 +95%
CI Investments Inc
358
CI Investments Inc
Ontario, Canada
$85K -$8.56K -71 -11%
LSA
359
Leonteq Securities AG
Switzerland
$78.5K +$67.3K +558 New
UB
360
UMB Bank
Missouri
$77.9K
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$75.7K -$241 -2 -0.4%
YDMI
362
Y.D. More Investments
Israel
$70.3K
QCG
363
Quadrant Capital Group
Ohio
$67.6K +$5.18K +43 +10%
C
364
Covestor
United Kingdom
$66K -$43.3K -359 -43%
OAM
365
Ostrum Asset Management
France
$60.8K -$82.8K -687 -61%
OP
366
ORG Partners
Indiana
$59.6K +$51.1K +424 New
TFM
367
TFC Financial Management
Massachusetts
$56K
VI
368
Vestcor Inc
New Brunswick, Canada
$53K -$633K -5,252 -93%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$43K -$5.18K -43 -12%
S
370
SignatureFD
Georgia
$41.5K +$5.3K +44 +18%
HT
371
Headlands Technologies
Illinois
$40.9K -$51.7K -429 -60%
CIM
372
Chiron Investment Management
New York
$39.7K +$34K +282 New
AT
373
Avalon Trust
New Mexico
$38K +$32.5K +270 New
HNB
374
Huntington National Bank
Ohio
$36.4K -$482 -4 -2%
SOW
375
State of Wyoming
Wyoming
$34.6K -$29.9K -248 -50%

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.