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Advanced Drainage Systems

367 hedge funds and large institutions have $5.4B invested in Advanced Drainage Systems in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 151 increasing their positions, 112 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 112

0.45% less ownership

Funds ownership: 80.75%80.3% (-0.45%)

9% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 76

4% less funds holding

Funds holding: 382367 (-15)

36% less capital invested

Capital invested by funds: $8.38B → $5.4B (-$2.98B)

38% less call options, than puts

Call options by funds: $3.66M | Put options by funds: $5.93M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
367
Holders Change
-15
Holders Change %
-3.93%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
69
Increased
151
Reduced
112
Closed
76
Calls
$3.66M
Puts
$5.93M
Net Calls
-$2.28M
Net Calls Change
-$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$53.4M +$23M +226,700 +53%
LIP
27
Liontrust Investment Partners
United Kingdom
$52.6M -$3.65M -36,000 -5%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$51.4M +$816K +8,055 +1%
First Trust Advisors
29
First Trust Advisors
Illinois
$45.3M +$15.2M +149,718 +37%
JP Morgan Chase
30
JP Morgan Chase
New York
$44.1M -$85.8M -846,550 -61%
TIM
31
Triodos Investment Management
Netherlands
$43.4M +$15.4M +152,050 +40%
Norges Bank
32
Norges Bank
Norway
$40.8M -$11.2M -110,274 -18%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$40.4M -$29.2M -287,961 -37%
Federated Hermes
34
Federated Hermes
Pennsylvania
$40M -$17.2M -169,412 -26%
Marshall Wace
35
Marshall Wace
United Kingdom
$36.8M +$32.7M +322,705 +257%
Deutsche Bank
36
Deutsche Bank
Germany
$36.5M -$388K -3,833 -0.9%
ZIG
37
Zurich Insurance Group
Switzerland
$35.9M -$13.4M -131,987 -23%
Citadel Advisors
38
Citadel Advisors
Florida
$35.8M +$21.3M +210,096 +93%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$34.4M -$156K -1,542 -0.4%
CS
40
Candriam SCA
Luxembourg
$34.3M +$10.9M +107,488 +35%
Charles Schwab
41
Charles Schwab
California
$33.4M +$2.01M +19,788 +5%
Fidelity International
42
Fidelity International
Bermuda
$32.6M -$35.1M -345,934 -47%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$30.9M +$15M +147,784 +65%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$30.1M +$3.36M +33,177 +10%
Handelsbanken Fonder
45
Handelsbanken Fonder
Sweden
$29.8M +$20.8M +205,650 +130%
AIM
46
Artemis Investment Management
United Kingdom
$29.5M -$19.1M -188,293 -34%
MC
47
MIG Capital
California
$27.9M +$3.62M +35,676 +12%
GCM
48
Geneva Capital Management
Wisconsin
$27.6M -$3.96M -39,103 -10%
Stifel Financial
49
Stifel Financial
Missouri
$26.6M -$1.57M -15,512 -5%
Bank of America
50
Bank of America
North Carolina
$26.4M -$4.95M -48,875 -13%

WMS Hedge Fund Activity: Q4 2022 in Review

367 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2022, worth a combined $5.4B — down 36% from $8.38B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of WMS and 69 opened new positions — a net loss of 7 holders — while 112 trimmed existing stakes and 151 added.

The largest buyer was Morgan Stanley, adding an estimated $77.2M. The largest seller was Artisan Partners, cutting an estimated $149M.

  • 367 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2022, down from 382 in Q3 2022.
  • Funds reported $5.4B of Advanced Drainage Systems stock for Q4 2022, down 36% quarter-over-quarter.
  • 69 funds opened new Advanced Drainage Systems positions in Q4 2022 and 76 closed out, a net change of -7 holders.
  • The largest Advanced Drainage Systems buyer in Q4 2022 was Morgan Stanley, an estimated $77.2M added.
  • The largest Advanced Drainage Systems seller in Q4 2022 was Artisan Partners, an estimated $149M sold.

Based on aggregated 13F filings for Q4 2022.