We are live on ! Find out more
WMS icon

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
First Trust Advisors
26
First Trust Advisors
Illinois
$85.7M -$13.5M -111,783 -16%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$83M +$1.09M +9,036 +2%
Ameriprise
28
Ameriprise
Minnesota
$82.1M -$12.7M -105,221 -15%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$79.8M +$35.4M +293,924 +107%
Mitsubishi UFJ Trust & Banking
30
Mitsubishi UFJ Trust & Banking
Japan
$76.9M -$12.3M -101,763 -16%
TIM
31
Triodos Investment Management
Netherlands
$71.4M -$1.31M -10,850 -2%
Charles Schwab
32
Charles Schwab
California
$66.2M +$1.22M +10,108 +2%
Corient Private Wealth
33
Corient Private Wealth
Florida
$63.1M +$19.5M +161,704 +56%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$61.9M -$791K -6,560 -1%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$55.9M -$1.78M -14,745 -4%
Fidelity International
36
Fidelity International
Bermuda
$53.6M -$15.8M -131,078 -26%
Aberdeen Group
37
Aberdeen Group
United Kingdom
$53.1M +$28.3M +234,883 +165%
Stifel Financial
38
Stifel Financial
Missouri
$50.7M +$1.41M +11,720 +3%
Federated Hermes
39
Federated Hermes
Pennsylvania
$47.9M +$3.29M +27,272 +9%
VNIM
40
Vaughan Nelson Investment Management
Texas
$47.4M +$1.71M +14,220 +4%
CS
41
Credit Suisse
Switzerland
$47.1M +$6.52M +54,048 +19%
Bank of America
42
Bank of America
North Carolina
$46.8M -$5.03M -41,746 -11%
MC
43
MIG Capital
California
$45.2M – – –
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$43.6M -$1.66M -13,732 -4%
NAM
45
Nissay Asset Management
Japan
$42.2M +$34.2M +283,491 +1,724%
Principal Financial Group
46
Principal Financial Group
Iowa
$35.8M -$484K -4,015 -2%
WCA
47
Waratah Capital Advisors
Ontario, Canada
$33.9M +$10.9M +90,695 +60%
UM
48
UniSuper Management
Australia
$33.6M -$19.4M -161,237 -40%
CRM
49
Cramer Rosenthal McGlynn
Connecticut
$33.1M -$2.51M -20,831 -8%
Deutsche Bank
50
Deutsche Bank
Germany
$32.9M +$185K +1,534 +0.7%
1
2
3 4 5

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.