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Advanced Drainage Systems
WMS

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: 3 → 4 (+1)

22% more capital invested

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

3% more funds holding

Funds holding: 412 → 425 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$94.6M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$51.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.4M
4
NAM
Nissay Asset Management
Japan
+$34.2M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$28.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$77.6M
2
ZIG
Zurich Insurance Group
Switzerland
-$63.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$44.1M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$37.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Asset Management
401
Mitsubishi UFJ Asset Management
Japan
$4.8K – – –
FFA
402
Farther Finance Advisors
California
$4.78K +$1.08K +9 +36%
PFBT
403
Parkside Financial Bank & Trust
Missouri
$4.22K -$362 -3 -9%
GWS
404
Glassman Wealth Services
Virginia
$4.22K +$362 +3 +11%
MCA
405
Magnolia Capital Advisors
Mississippi
$4.11K +$3.74K +31 New
WTA
406
Washington Trust Advisors
Massachusetts
$3.66K – – –
CFD
407
Creative Financial Designs
Indiana
$3.23K – – –
Jones Financial Companies
408
Jones Financial Companies
Missouri
$3.09K +$1.33K +11 +100%
VWM
409
Venturi Wealth Management
Texas
$2.95K +$1.33K +11 +110%
AF
410
Advisornet Financial
Minnesota
$2.81K +$362 +3 +18%
AFWM
411
Abich Financial Wealth Management
Virginia
$2.81K +$2.41K +20 New
AF
412
Allworth Financial
California
$2.67K -$241 -2 -10%
NRG
413
Nemes Rush Group
Michigan
$2.39K – – –
EWA
414
EverSource Wealth Advisors
Alabama
$2.25K +$1.21K +10 +167%
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$2.11K – – –
FFA
416
Frazier Financial Advisors
Ohio
$1.83K +$1.57K +13 New
PTC
417
Private Trust Company
Ohio
$1.83K – – –
SIC
418
SJS Investment Consulting
Ohio
$1.69K -$362 -3 -20%
DPW
419
DiNuzzo Private Wealth
Pennsylvania
$1.55K +$1.33K +11 New
HIA
420
Harbor Investment Advisory
Maryland
$1.41K – – –
BIA
421
Bell Investment Advisors
California
$844 -$603 -5 -45%
S
422
Sachetta
Massachusetts
$704 +$603 +5 New
TC
423
Trium Capital
United Kingdom
$259 +$3.01K +25 +1%
BF
424
BOK Financial
Oklahoma
$140 – – –
ZIG
425
Zurich Insurance Group
Switzerland
– -$63.2M -554,908 Closed
15 16
17
18 19

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.