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Advanced Drainage Systems

492 hedge funds and large institutions have $10.7B invested in Advanced Drainage Systems in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 168 increasing their positions, 169 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $80.2M | Put options by funds: $16.7M

194% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 35

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more funds holding

Funds holding: 425492 (+67)

15% more capital invested

Capital invested by funds: $9.26B → $10.7B (+$1.4B)

1% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 169

4.49% less ownership

Funds ownership: 84.51%80.02% (-4.5%)

Holders
492
Holders Change
+67
Holders Change %
+15.76%
% of All Funds
7.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
103
Increased
168
Reduced
169
Closed
35
Calls
$80.2M
Puts
$16.7M
Net Calls
+$63.6M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
376
Benjamin F. Edwards & Company
Missouri
$300K +$3.01K +20 +1%
EI
377
Ethic Inc
New York
$296K +$259K +1,721 New
GCM
378
Gallacher Capital Management
Colorado
$282K +$247K +1,639 New
DTL
379
Dynamic Technology Lab
Singapore
$281K +$246K +1,631 New
VF
380
Virtu Financial
New York
$274K -$297K -1,970 -55%
RJT
381
Raymond James Trust
Florida
$265K +$9.34K +62 +4%
TWM
382
Trueblood Wealth Management
Ohio
$255K +$223K +1,478 New
BP
383
Ballentine Partners
Massachusetts
$254K +$222K +1,475 New
WHCI
384
W.H. Cornerstone Investments
Massachusetts
$239K +$209K +1,388 New
WIA
385
World Investment Advisors
California
$237K -$113K -750 -38%
TP
386
Tranquility Partners
Tennessee
$232K +$203K +1,345 New
BWS
387
BCR Wealth Strategies
Alabama
$230K +$201K +1,335 New
SCM
388
Spreng Capital Management
Ohio
$230K +$201K +1,335 New
AIM
389
Anchor Investment Management
South Carolina
$227K +$55.1K +366 +39%
PAS
390
Park Avenue Securities
New York
$224K +$196K +1,300 New
SGAM
391
Smith Group Asset Management
Texas
$222K +$194K +1,290 New
FFM
392
Forum Financial Management
Illinois
$215K +$188K +1,248 New
SIG
393
Stonegate Investment Group
Alabama
$214K +$187K +1,240 New
I
394
InceptionR
California
$212K -$41.4K -275 -18%
MFS
395
Mirabella Financial Services
United Kingdom
$209K +$181K +1,205 New
STA
396
Summit Trail Advisors
New York
$207K +$181K +1,201 New
CAM
397
Claret Asset Management
Quebec, Canada
$206K +$180K +1,196 New
BAAM
398
Baker Avenue Asset Management
California
$202K +$177K +1,175 New
XT
399
XTX Topco
Cayman Islands
$202K +$177K +1,174 New
KIA
400
KLR Investment Advisors
Rhode Island
$202K +$194K +1,288 New

WMS Hedge Fund Activity: Q1 2024 in Review

492 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q1 2024, worth a combined $10.7B — up 15% from $9.26B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new WMS positions and 35 closed out — a net gain of 68 holders — while 168 added to existing stakes and 169 trimmed.

The largest buyer was Vanguard Group, adding an estimated $59.5M. The largest seller was Swedbank, exiting entirely with an estimated $188M sold.

  • 492 institutional investors held Advanced Drainage Systems (WMS) as of Q1 2024, up from 425 in Q4 2023.
  • Funds reported $10.7B of Advanced Drainage Systems stock for Q1 2024, up 15% quarter-over-quarter.
  • 103 funds opened new Advanced Drainage Systems positions in Q1 2024 and 35 closed out, a net change of +68 holders.
  • The largest Advanced Drainage Systems buyer in Q1 2024 was Vanguard Group, an estimated $59.5M added.
  • The largest Advanced Drainage Systems seller in Q1 2024 was Swedbank, an estimated $188M sold.

Based on aggregated 13F filings for Q1 2024.