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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
Jacobs Levy Equity Management
451
Jacobs Levy Equity Management
New Jersey
– -$385K -3,379 Closed
OR
452
Olympiad Research
Connecticut
– -$380K -3,335 Closed
PCM
453
Prelude Capital Management
New York
– -$380K -3,335 Closed
TCM
454
Teza Capital Management
Illinois
– -$363K -3,187 Closed
UH
455
Unigestion Holding
Switzerland
– -$331K -2,908 Closed
FMAEN1
456
Fund Management at Engine No 1
California
– -$293K -2,577 Closed
CC
457
Centiva Capital
New York
– -$250K -2,192 Closed
GAA
458
Green Alpha Advisors
Colorado
– -$236K -2,077 Closed
GCM
459
Graham Capital Management
Connecticut
– -$210K -1,842 Closed
BCV
460
Banque Cantonale Vaudoise
Switzerland
– -$155K -1,365 Closed
BAAM
461
Baker Avenue Asset Management
California
– -$125K -1,094 Closed
OA
462
Operose Advisors
Wisconsin
– -$120K -1,051 Closed
KI
463
Kapitalo Investimentos
Brazil
– -$110K -966 Closed
Credit Agricole
464
Credit Agricole
France
– -$104K -915 Closed
DJSG
465
D.J. St. Germain
Massachusetts
– -$17.1K -150 Closed
CA
466
Clearstead Advisors
Ohio
– -$11.2K -98 Closed
CCA
467
Catalyst Capital Advisors
New York
– -$11K -97 Closed
QC
468
Quent Capital
New York
– -$4.44K -39 Closed
WTG
469
West Tower Group
Virginia
– -$1.94K -17 Closed
GJIA
470
Glass Jacobson Investment Advisors
Maryland
– -$570 -5 Closed
IA
471
IFP Advisors
Florida
– -$455 -4 Closed
SSG
472
Summit Securities Group
New York
– +$121 +1 New
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.