We are live on ! Find out more
WMS icon

Advanced Drainage Systems

463 hedge funds and large institutions have $7.79B invested in Advanced Drainage Systems in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 186 increasing their positions, 154 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more call options, than puts

Call options by funds: $6.92M | Put options by funds: $5.64M

21% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 154

1.89% more ownership

Funds ownership: 84.98%86.87% (+1.9%)

5% less funds holding

Funds holding: 487463 (-24)

23% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 80

25% less capital invested

Capital invested by funds: $10.4B → $7.79B (-$2.56B)

Holders
463
Holders Change
-24
Holders Change %
-4.93%
% of All Funds
6.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
62
Increased
186
Reduced
154
Closed
80
Calls
$6.92M
Puts
$5.64M
Net Calls
+$1.28M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
426
Creative Financial Designs
Indiana
$4.75K +$1.67K +12 +41%
PS
427
Principal Securities
Iowa
$4.39K -$15.4K -111 -74%
CTC
428
Central Trust Company
Missouri
$4.28K
FFA
429
Farther Finance Advisors
California
$4.28K -$25.4K -183 -83%
PFBT
430
Parkside Financial Bank & Trust
Missouri
$3.47K +$416 +3 +11%
CWM
431
Cranbrook Wealth Management
Michigan
$3.12K
LFA
432
LGT Financial Advisors
Texas
$3.01K -$9.58K -69 -73%
HWM
433
Hemington Wealth Management
Virginia
$3K +$416 +3 +13%
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$2.89K
HNW
435
High Note Wealth
Minnesota
$2.89K +$3.47K +25 New
EWA
436
EverSource Wealth Advisors
Alabama
$2.43K -$1.25K -9 -30%
CAS
437
Coppell Advisory Solutions
Texas
$2.19K
WSFS
438
Wilmington Savings Fund Society
Delaware
$2.08K +$278 +2 +13%
NRG
439
Nemes Rush Group
Michigan
$1.97K
MCM
440
MAI Capital Management
Ohio
$1.97K +$2.36K +17 New
VCM
441
Versant Capital Management
Arizona
$1.97K -$1.11K -8 -32%
S
442
Sachetta
Massachusetts
$1.73K +$1.39K +10 +200%
PTC
443
Private Trust Company
Ohio
$1.5K
SIC
444
SJS Investment Consulting
Ohio
$1.39K -$416 -3 -20%
DPW
445
DiNuzzo Private Wealth
Pennsylvania
$1.39K -$139 -1 -8%
HIA
446
Harbor Investment Advisory
Maryland
$1.16K
WCM
447
Winthrop Capital Management
Indiana
$1K
CFB
448
Cullen/Frost Bankers
Texas
$926 +$1.11K +8 New
BF
449
BOK Financial
Oklahoma
$903 +$694 +5 +167%
BIA
450
Bell Investment Advisors
California
$694

WMS Hedge Fund Activity: Q4 2024 in Review

463 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2024, worth a combined $7.79B — down 25% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of WMS and 62 opened new positions — a net loss of 18 holders — while 154 trimmed existing stakes and 186 added.

The largest buyer was UBS AM, adding an estimated $111M. The largest seller was Boston Partners, cutting an estimated $195M.

  • 463 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2024, down from 487 in Q3 2024.
  • Funds reported $7.79B of Advanced Drainage Systems stock for Q4 2024, down 25% quarter-over-quarter.
  • 62 funds opened new Advanced Drainage Systems positions in Q4 2024 and 80 closed out, a net change of -18 holders.
  • The largest Advanced Drainage Systems buyer in Q4 2024 was UBS AM, an estimated $111M added.
  • The largest Advanced Drainage Systems seller in Q4 2024 was Boston Partners, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2024.