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Advanced Drainage Systems

487 hedge funds and large institutions have $10.4B invested in Advanced Drainage Systems in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 189 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $43M | Put options by funds: $14.8M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2.33% more ownership

Funds ownership: 82.65%84.98% (+2.3%)

1% more capital invested

Capital invested by funds: $10.2B → $10.4B (+$118M)

2% less funds holding

Funds holding: 499487 (-12)

11% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 189

13% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 71

Holders
487
Holders Change
-12
Holders Change %
-2.4%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
168
Reduced
189
Closed
71
Calls
$43M
Puts
$14.8M
Net Calls
+$28.2M
Net Calls Change
-$374K
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
426
LGT Financial Advisors
Texas
$14.9K -$2.19K -14 -13%
WT
427
Whittier Trust
California
$14.1K
PA
428
Parallel Advisors
California
$13.7K -$2.65K -17 -16%
LC
429
Lindbrook Capital
California
$13K +$5.93K +38 +84%
TSMHT
430
Thurston Springer Miller Herd & Titak
Indiana
$12.3K -$937 -6 -7%
CA
431
CoreCap Advisors
Michigan
$12.1K +$312 +2 +3%
HT
432
Headlands Technologies
Illinois
$11.5K -$136K -870 -92%
PC
433
Pier Capital
Connecticut
$11.3K -$7.92M -50,723 -100%
Bessemer Group
434
Bessemer Group
New Jersey
$11K
QL
435
Quarry LP
New York
$10.5K -$168K -1,076 -94%
AA
436
Addison Advisors
Vermont
$10.2K
CCA
437
Catalyst Capital Advisors
New York
$9.43K -$937 -6 -9%
Northwestern Mutual Wealth Management
438
Northwestern Mutual Wealth Management
Wisconsin
$8.8K
CA
439
Continuum Advisory
Idaho
$8.34K +$781 +5 +8%
AF
440
Allworth Financial
California
$8.02K +$3.44K +22 +76%
NICM
441
Neo Ivy Capital Management
New York
$8K +$8.43K +54 New
JWA
442
JFS Wealth Advisors
Pennsylvania
$6.92K +$156 +1 +2%
A
443
AlphaQuest
New York
$6.76K -$1.92M -12,271 -100%
AAP
444
Arax Advisory Partners
Colorado
$6.6K
MA
445
MCF Advisors
Kentucky
$5.97K
CPA
446
Capital Performance Advisors
California
$5.97K +$5.93K +38 New
VWM
447
Venturi Wealth Management
Texas
$5.82K -$4.22K -27 -42%
CTC
448
Central Trust Company
Missouri
$5.82K
IUHSA
449
Itau Unibanco Holding S.A.
Brazil
$5.5K
O
450
Ossiam
France
$5.5K +$5.46K +35 New

WMS Hedge Fund Activity: Q3 2024 in Review

487 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q3 2024, worth a combined $10.4B — up 1.2% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of WMS and 62 opened new positions — a net loss of 9 holders — while 189 trimmed existing stakes and 168 added.

The largest buyer was Pictet Asset Management, adding an estimated $102M. The largest seller was William Blair Investment Management, cutting an estimated $44.8M.

  • 487 institutional investors held Advanced Drainage Systems (WMS) as of Q3 2024, down from 499 in Q2 2024.
  • Funds reported $10.4B of Advanced Drainage Systems stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 62 funds opened new Advanced Drainage Systems positions in Q3 2024 and 71 closed out, a net change of -9 holders.
  • The largest Advanced Drainage Systems buyer in Q3 2024 was Pictet Asset Management, an estimated $102M added.
  • The largest Advanced Drainage Systems seller in Q3 2024 was William Blair Investment Management, an estimated $44.8M sold.

Based on aggregated 13F filings for Q3 2024.