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Advanced Drainage Systems

492 hedge funds and large institutions have $10.7B invested in Advanced Drainage Systems in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 168 increasing their positions, 169 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $80.2M | Put options by funds: $16.7M

194% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 35

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more funds holding

Funds holding: 425492 (+67)

15% more capital invested

Capital invested by funds: $9.26B → $10.7B (+$1.4B)

1% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 169

4.49% less ownership

Funds ownership: 84.51%80.02% (-4.5%)

Holders
492
Holders Change
+67
Holders Change %
+15.76%
% of All Funds
7.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
103
Increased
168
Reduced
169
Closed
35
Calls
$80.2M
Puts
$16.7M
Net Calls
+$63.6M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
451
Parallel Advisors
California
$12.1K -$753 -5 -7%
MRC
452
Millburn Ridgefield Corp
New York
$11.9K -$3.31K -22 -24%
CCA
453
Catalyst Capital Advisors
New York
$11.9K +$10.4K +69 New
AA
454
Addison Advisors
Vermont
$11.2K
VWM
455
Venturi Wealth Management
Texas
$10.3K +$5.87K +39 +186%
WIA
456
Wetzel Investment Advisors
Indiana
$9.25K +$1.66K +11 +23%
LC
457
Lindbrook Capital
California
$8.78K +$1.35K +9 +21%
CA
458
Continuum Advisory
Idaho
$8.62K +$7.53K +50 New
Northwestern Mutual Wealth Management
459
Northwestern Mutual Wealth Management
Wisconsin
$8.61K -$73.5K -488 -91%
Jones Financial Companies
460
Jones Financial Companies
Missouri
$8.3K +$3.92K +26 +118%
VF
461
VitalStone Financial
Texas
$8K +$6.93K +46 New
JWA
462
JFS Wealth Advisors
Pennsylvania
$7.41K
LFA
463
LGT Financial Advisors
Texas
$7.23K
VCM
464
Versant Capital Management
Arizona
$7.23K
CTC
465
Central Trust Company
Missouri
$6.37K
TSWM
466
Tyler-Stone Wealth Management
Ohio
$6.37K
AGWCA
467
Annis Gardner Whiting Capital Advisors
Florida
$6.03K +$5.27K +35 New
FFA
468
Farther Finance Advisors
California
$5.79K
MCA
469
Magnolia Capital Advisors
Mississippi
$5.76K +$903 +6 +19%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$5.17K
AFWM
471
Abich Financial Wealth Management
Virginia
$4.31K +$753 +5 +25%
CFD
472
Creative Financial Designs
Indiana
$3.96K
EWA
473
EverSource Wealth Advisors
Alabama
$3.61K +$1.05K +7 +44%
AF
474
Allworth Financial
California
$3.44K +$151 +1 +5%
NRG
475
Nemes Rush Group
Michigan
$2.93K

WMS Hedge Fund Activity: Q1 2024 in Review

492 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q1 2024, worth a combined $10.7B — up 15% from $9.26B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new WMS positions and 35 closed out — a net gain of 68 holders — while 168 added to existing stakes and 169 trimmed.

The largest buyer was Vanguard Group, adding an estimated $59.5M. The largest seller was Swedbank, exiting entirely with an estimated $188M sold.

  • 492 institutional investors held Advanced Drainage Systems (WMS) as of Q1 2024, up from 425 in Q4 2023.
  • Funds reported $10.7B of Advanced Drainage Systems stock for Q1 2024, up 15% quarter-over-quarter.
  • 103 funds opened new Advanced Drainage Systems positions in Q1 2024 and 35 closed out, a net change of +68 holders.
  • The largest Advanced Drainage Systems buyer in Q1 2024 was Vanguard Group, an estimated $59.5M added.
  • The largest Advanced Drainage Systems seller in Q1 2024 was Swedbank, an estimated $188M sold.

Based on aggregated 13F filings for Q1 2024.