We are live on ! Find out more
WMS icon

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
HCM
401
HMS Capital Management
Tennessee
– -$648K -5,209 Closed
IIM
402
INTECH Investment Management
Florida
– -$637K -5,125 Closed
SAA
403
Southeast Asset Advisors
Georgia
– -$625K -5,029 Closed
EF
404
Empowered Funds
Pennsylvania
– -$476K -4,694 Closed
NLGIA
405
Nippon Life Global Investors Americas
New York
– -$548K -4,410 Closed
ZCA
406
Zeke Capital Advisors
Pennsylvania
– -$526K -4,231 Closed
IAN
407
Integrated Advisors Network
Texas
– -$505K -4,058 Closed
SEC
408
Seven Eight Capital
New York
– -$495K -3,981 Closed
AIM
409
Alphinity Investment Management
Australia
– -$483K -3,884 Closed
NA
410
Navellier & Associates
Nevada
– -$478K -3,844 Closed
Franklin Resources
411
Franklin Resources
California
– -$477K -3,832 Closed
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
– -$472K -3,795 Closed
ASP
413
Adams Street Partners
Illinois
– -$359K -2,884 Closed
Massachusetts Financial Services
414
Massachusetts Financial Services
Massachusetts
– -$350K -2,811 Closed
CIBC Asset Management
415
CIBC Asset Management
Ontario, Canada
– -$330K -2,656 Closed
EI
416
Ethic Inc
New York
– -$330K -2,655 Closed
PAG
417
Private Advisor Group
New Jersey
– -$328K -2,636 Closed
TAM
418
Tocqueville Asset Management
New York
– -$311K -2,500 Closed
SCA
419
Summit Creek Advisors
Minnesota
– -$299K -2,402 Closed
SC
420
Sepio Capital
Utah
– -$292K -2,349 Closed
AA
421
ALPS Advisors
Colorado
– -$292K -2,345 Closed
M&T Bank
422
M&T Bank
New York
– -$284K -2,282 Closed
CAM
423
Cresset Asset Management
Illinois
– -$283K -2,277 Closed
OSAM
424
O'Shaughnessy Asset Management
Connecticut
– -$283K -2,275 Closed
JIC
425
Johnson Investment Counsel
Ohio
– -$279K -2,247 Closed
14 15 16
17
18

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.