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Advanced Drainage Systems

499 hedge funds and large institutions have $10.2B invested in Advanced Drainage Systems in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 187 increasing their positions, 171 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $22M

21% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 68

2.63% more ownership

Funds ownership: 80.02%82.65% (+2.6%)

1% more funds holding

Funds holding: 492499 (+7)

9% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 171

4% less capital invested

Capital invested by funds: $10.7B → $10.2B (-$424M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
499
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.21%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
82
Increased
187
Reduced
171
Closed
68
Calls
$50.6M
Puts
$22M
Net Calls
+$28.6M
Net Calls Change
-$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
401
Forum Financial Management
Illinois
$200K +$167 +1 +0.1%
QL
402
Quarry LP
New York
$183K +$144K +860 +304%
OAM
403
Ostrum Asset Management
France
$168K +$30.6K +183 +21%
SPIA
404
Steward Partners Investment Advisory
New York
$165K +$118K +705 +217%
Nisa Investment Advisors
405
Nisa Investment Advisors
Missouri
$164K +$15.9K +95 +10%
CM
406
Caption Management
Oklahoma
$160K +$167K +1,000 New
GRP
407
Global Retirement Partners
California
$154K +$32.4K +194 +25%
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$154K +$10K +60 +6%
HT
409
Headlands Technologies
Illinois
$151K +$158K +943 New
OP
410
ORG Partners
Indiana
$150K +$77.5K +464 +95%
CI Investments Inc
411
CI Investments Inc
Ontario, Canada
$138K -$200K -1,197 -58%
NIMI
412
Natixis Investment Managers International
France
$127K -$20.6K -123 -13%
FHA
413
First Horizon Advisors
Tennessee
$122K -$2.34K -14 -2%
QCG
414
Quadrant Capital Group
Ohio
$110K +$30.9K +185 +37%
LSA
415
Leonteq Securities AG
Switzerland
$98.8K +$103K +616 New
YDMI
416
Y.D. More Investments
Israel
$96.2K
UB
417
UMB Bank
Missouri
$92.2K +$668 +4 +0.7%
FFA
418
Farther Finance Advisors
California
$80.7K +$80.4K +481 +1,415%
KC
419
Kepos Capital
New York
$78K +$2K +12 +3%
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$75K -$334 -2 -0.4%
GI
421
GAMMA Investing
California
$72.3K +$29.7K +178 +65%
SS
422
Sunbelt Securities
Texas
$67.7K
TFM
423
TFC Financial Management
Massachusetts
$64K
C
424
Covestor
United Kingdom
$63K -$8.19K -49 -11%
S
425
SignatureFD
Georgia
$53.9K +$3.51K +21 +7%

WMS Hedge Fund Activity: Q2 2024 in Review

499 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q2 2024, worth a combined $10.2B — down 4% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new WMS positions and 68 closed out — a net gain of 14 holders — while 187 added to existing stakes and 171 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $219M. The largest seller was Impax Asset Management Group, cutting an estimated $50.5M.

  • 499 institutional investors held Advanced Drainage Systems (WMS) as of Q2 2024, up from 492 in Q1 2024.
  • Funds reported $10.2B of Advanced Drainage Systems stock for Q2 2024, down 4% quarter-over-quarter.
  • 82 funds opened new Advanced Drainage Systems positions in Q2 2024 and 68 closed out, a net change of +14 holders.
  • The largest Advanced Drainage Systems buyer in Q2 2024 was Swedbank, an estimated $219M added.
  • The largest Advanced Drainage Systems seller in Q2 2024 was Impax Asset Management Group, an estimated $50.5M sold.

Based on aggregated 13F filings for Q2 2024.