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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
NS
376
NBC Securities
Alabama
$32K
LWCFA
377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.4K
SPIA
378
Steward Partners Investment Advisory
New York
$30.2K +$6.03K +50 +30%
GI
379
GAMMA Investing
California
$27.5K +$25.4K +211 New
CIM
380
Contravisory Investment Management
Massachusetts
$27.1K +$23.3K +193 New
WTC
381
WhitTier Trust Company
Nevada
$23.5K
MA
382
Montag & Associates
Georgia
$20.3K
Group One Trading
383
Group One Trading
Illinois
$13.5K +$11.6K +96 New
PS
384
Principal Securities
Iowa
$13.1K +$11.2K +93 New
MRC
385
Millburn Ridgefield Corp
New York
$12.8K -$723 -6 -6%
MPWT
386
MassMutual Private Wealth & Trust
Connecticut
$12.7K +$3.74K +31 +53%
PA
387
Parallel Advisors
California
$10.6K -$844 -7 -9%
AA
388
Addison Advisors
Vermont
$9.14K +$7.84K +65 New
Loomis, Sayles & Company
389
Loomis, Sayles & Company
Massachusetts
$8K -$4.82K -40 -42%
WIA
390
Wetzel Investment Advisors
Indiana
$7K +$5.79K +48 New
IUHSA
391
Itau Unibanco Holding S.A.
Brazil
$6.47K +$5.54K +46 New
JWA
392
JFS Wealth Advisors
Pennsylvania
$6.05K -$723 -6 -12%
VCM
393
Versant Capital Management
Arizona
$5.91K -$844 -7 -14%
LC
394
Lindbrook Capital
California
$5.91K -$121 -1 -2%
LFA
395
LGT Financial Advisors
Texas
$5.91K
TCWA
396
Turtle Creek Wealth Advisors
Texas
$5.77K +$4.94K +41 New
CTC
397
Central Trust Company
Missouri
$5.2K
TSWM
398
Tyler-Stone Wealth Management
Ohio
$5.2K
CFGS
399
Concourse Financial Group Securities
Alabama
$5.06K
BTI
400
Blue Trust Inc
Georgia
$5K +$2.77K +23 +164%

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.