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Advanced Drainage Systems
WMS

93 hedge funds and large institutions have $862M invested in Advanced Drainage Systems in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 5

240% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 10

201% more capital invested

Capital invested by funds: $286M → $862M (+$576M)

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

69% more funds holding

Funds holding: 55 → 93 (+38)

44.99% more ownership

Funds ownership: 25.81% → 70.81% (+45%)

Holders
93
Holders Change
+38
Holders Change %
+69.09%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
45
Increased
34
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1WCM
12 West Capital Management
New York
+$41M
2
BKBG
BHF Kleinwort Benson Group
Belgium
+$36.9M
3
VanEck Associates
VanEck Associates
New York
+$29M
4
PCM
PAR Capital Management
Massachusetts
+$27.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$18.8M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.61M
2
Goldman Sachs
Goldman Sachs
New York
-$3.36M
3
ACPU
Arrowgrass Capital Partners (US)
Delaware
-$3.34M
4
ECP
Elk Creek Partners
Colorado
-$3.2M
5
Lazard Asset Management
Lazard Asset Management
New York
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$6.11M – – –
KBC Group
27
KBC Group
Belgium
$5.99M -$2.4M -109,644 -30%
BPIM
28
Brant Point Investment Management
New York
$4.69M +$4.46M +204,000 New
State Street
29
State Street
Massachusetts
$4.56M +$1.35M +61,915 +45%
Alyeska Investment Group
30
Alyeska Investment Group
Illinois
$4.4M +$4.19M +191,471 New
LOAMU
31
Lombard Odier Asset Management (USA)
New York
$4.39M +$4.17M +191,000 New
Citadel Advisors
32
Citadel Advisors
Florida
$4.31M +$4.1M +187,588 New
Northern Trust
33
Northern Trust
Illinois
$4M +$1.13M +51,499 +42%
WCP
34
Waterfront Capital Partners
New York
$3.8M +$3.62M +165,500 New
BIT
35
BlackRock Institutional Trust
California
$3.64M -$11.9K -546 -0.3%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$3.54M +$3.37M +154,038 New
Geode Capital Management
37
Geode Capital Management
Massachusetts
$3.08M +$2.38M +108,817 +428%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$2.96M +$2.51M +114,726 +803%
MF
39
Magnetar Financial
Illinois
$2.88M +$2.74M +125,205 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.4M +$1.13M +51,631 +98%
THCM
41
Tipp Hill Capital Management
New York
$2.3M +$2.19M +100,000 New
Deutsche Bank
42
Deutsche Bank
Germany
$1.69M +$1.61M +73,764 +1,475,280%
BIM
43
Bogle Investment Management
Massachusetts
$1.66M +$1.58M +72,249 New
BCM
44
BlueMar Capital Management
Florida
$1.62M +$1.54M +70,350 New
Invesco
45
Invesco
Georgia
$1.45M +$1.38M +62,917 New
TCIM
46
TIAA CREF Investment Management
New York
$1.37M +$256K +11,726 +25%
SIM
47
Spark Investment Management
New York
$1.3M -$157K -7,200 -11%
MAA
48
Managed Account Advisors
New Jersey
$1.19M +$1.13M +51,681 +32,918%
OA
49
Omega Advisors
New York
$1.15M +$1.09M +50,000 New
BIM
50
BlackRock Investment Management
Delaware
$996K +$5.95K +272 +0.6%
1
2
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WMS Hedge Fund Activity: Q4 2014 in Review

93 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2014, worth a combined $862M — up 201% from $286M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WMS positions and 5 closed out — a net gain of 40 holders — while 34 added to existing stakes and 10 trimmed.

The largest buyer was 12 West Capital Management, adding an estimated $41M. The largest seller was Wellington Management Group, exiting entirely with an estimated $6.61M sold.

  • 93 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2014, up from 55 in Q3 2014.
  • Funds reported $862M of Advanced Drainage Systems stock for Q4 2014, up 201% quarter-over-quarter.
  • 45 funds opened new Advanced Drainage Systems positions in Q4 2014 and 5 closed out, a net change of +40 holders.
  • The largest Advanced Drainage Systems buyer in Q4 2014 was 12 West Capital Management, an estimated $41M added.
  • The largest Advanced Drainage Systems seller in Q4 2014 was Wellington Management Group, an estimated $6.61M sold.

Based on aggregated 13F filings for Q4 2014.