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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
BA
501
Bridgewater Associates
Connecticut
-$1.96M -13,917 Closed
HF
502
HRT Financial
New York
-$1.55M -11,049 Closed
JFG
503
Jefferies Financial Group
New York
-$1.37M -9,752 Closed
PMEF
504
Point72 Middle East FZE
United Arab Emirates
-$570K -4,055 Closed
WP
505
WealthPLAN Partners
Nebraska
-$527K -3,750 Closed
TCA
506
Tortoise Capital Advisors
Kansas
-$523K -3,720 Closed
VFA
507
Valeo Financial Advisors
Indiana
-$496K -3,526 Closed
FCH
508
Freestone Capital Holdings
Washington
-$492K -3,500 Closed
SCM
509
Steele Capital Management
Iowa
-$430K -3,054 Closed
CAPTRUST Financial Advisors
510
CAPTRUST Financial Advisors
North Carolina
-$395K -2,809 Closed
TFS
511
Thoroughbred Financial Services
Tennessee
-$338K -2,409 Closed
JIC
512
Johnson Investment Counsel
Ohio
-$318K -2,262 Closed
ASN
513
Advisory Services Network
Georgia
-$286K -2,032 Closed
MM
514
MQS Management
New York
-$257K -1,827 Closed
SP
515
Systematic Portfolios
New York
-$228K -1,618 Closed
PCA
516
Prosperity Capital Advisors
Ohio
-$214K -1,520 Closed
SC
517
Steph & Co
Wisconsin
-$165K -1,173 Closed
LSA
518
Leonteq Securities AG
Switzerland
-$78.5K -558 Closed
HT
519
Headlands Technologies
Illinois
-$40.9K -291 Closed
Group One Trading
520
Group One Trading
Illinois
-$14.5K -96 Closed
Loomis, Sayles & Company
521
Loomis, Sayles & Company
Massachusetts
-$8K -55 Closed
IUHSA
522
Itau Unibanco Holding S.A.
Brazil
-$6.47K -46 Closed
TCWA
523
Turtle Creek Wealth Advisors
Texas
-$5.77K -41 Closed
GWS
524
Glassman Wealth Services
Virginia
-$4.22K -30 Closed
WTA
525
Washington Trust Advisors
Massachusetts
-$3.66K -26 Closed

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.