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Advanced Drainage Systems
WMS

499 hedge funds and large institutions have $10.2B invested in Advanced Drainage Systems in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 187 increasing their positions, 171 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $22M

21% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 68

2.63% more ownership

Funds ownership: 80.02% → 82.65% (+2.6%)

1% more funds holding

Funds holding: 492 → 499 (+7)

9% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 171

4% less capital invested

Capital invested by funds: $10.7B → $10.2B (-$424M)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
499
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.21%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
82
Increased
187
Reduced
171
Closed
68
Calls
$50.6M
Puts
$22M
Net Calls
+$28.6M
Net Calls Change
-$34.9M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$219M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$119M
3
BlackRock
BlackRock
New York
+$44M
4
Millennium Management
Millennium Management
New York
+$30.1M
5
LFG
Lazard Frères Gestion
France
+$30.1M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$50.5M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$46.8M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$43.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$30.9M
5
Invesco
Invesco
Georgia
-$28.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFWM
476
Abich Financial Wealth Management
Virginia
$3.85K -$167 -1 -4%
EC
477
EntryPoint Capital
New York
$3.69K +$3.84K +23 New
AS
478
Altshuler Shaham
Israel
$3.37K +$3.51K +21 New
CAS
479
Coppell Advisory Solutions
Texas
$3.05K +$3.17K +19 New
NRG
480
Nemes Rush Group
Michigan
$2.73K – – –
IA
481
IFP Advisors
Florida
$2.41K -$14.5K -87 -85%
SIC
482
SJS Investment Consulting
Ohio
$2.25K – – –
DPW
483
DiNuzzo Private Wealth
Pennsylvania
$2.09K +$334 +2 +18%
PTC
484
Private Trust Company
Ohio
$2.08K – – –
HIA
485
Harbor Investment Advisory
Maryland
$1.6K – – –
CFB
486
Cullen/Frost Bankers
Texas
$1.6K +$1.67K +10 New
NA
487
NewEdge Advisors
Louisiana
$1.45K -$358K -2,143 -100%
RFG
488
RFP Financial Group
Georgia
$1.44K – – –
BIA
489
Bell Investment Advisors
California
$963 – – –
CFGS
490
Concourse Financial Group Securities
Alabama
$962 -$38.4K -230 -97%
TWP
491
Triad Wealth Partners
Kansas
$962 +$1K +6 New
S
492
Sachetta
Massachusetts
$868 – – –
TWD
493
True Wealth Design
Ohio
$802 +$836 +5 New
WPA
494
West Paces Advisors
Georgia
$642 – – –
RAM
495
Riggs Asset Management
Pennsylvania
$482 +$501 +3 New
VWA
496
Valued Wealth Advisors
Utah
$482 +$501 +3 New
AF
497
Advisornet Financial
Minnesota
$481 -$668 -4 -57%
BF
498
BOK Financial
Oklahoma
$481 – – –
TIM
499
Tortoise Investment Management
New York
$321 – – –
Mirae Asset Global Investments
500
Mirae Asset Global Investments
South Korea
– -$30.9M -370,802 Closed
18 19
20
21 22

WMS Hedge Fund Activity: Q2 2024 in Review

499 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q2 2024, worth a combined $10.2B — down 4% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new WMS positions and 68 closed out — a net gain of 14 holders — while 187 added to existing stakes and 171 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $219M. The largest seller was Impax Asset Management Group, cutting an estimated $50.5M.

  • 499 institutional investors held Advanced Drainage Systems (WMS) as of Q2 2024, up from 492 in Q1 2024.
  • Funds reported $10.2B of Advanced Drainage Systems stock for Q2 2024, down 4% quarter-over-quarter.
  • 82 funds opened new Advanced Drainage Systems positions in Q2 2024 and 68 closed out, a net change of +14 holders.
  • The largest Advanced Drainage Systems buyer in Q2 2024 was Swedbank, an estimated $219M added.
  • The largest Advanced Drainage Systems seller in Q2 2024 was Impax Asset Management Group, an estimated $50.5M sold.

Based on aggregated 13F filings for Q2 2024.