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Advanced Drainage Systems

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: 26 (+4)

69% more funds holding

Funds holding: 5593 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$985K +$937K +42,854 New
Goldman Sachs
52
Goldman Sachs
New York
$976K -$3.36M -153,663 -78%
Charles Schwab
53
Charles Schwab
California
$908K +$625K +28,603 +263%
PAM
54
Panagora Asset Management
Massachusetts
$856K +$815K +37,265 New
PCMI
55
Paradigm Capital Management Inc
New York
$855K +$813K +37,200 New
Barclays
56
Barclays
United Kingdom
$782K -$342K -15,653 -31%
Swiss National Bank
57
Swiss National Bank
Switzerland
$763K +$726K +33,200 New
SO
58
STRS Ohio
Ohio
$749K +$599K +27,400 +527%
GC
59
Guggenheim Capital
Illinois
$692K +$658K +30,125 New
AAP
60
Ardsley Advisory Partners
Connecticut
$689K +$656K +30,000 New
BG
61
BlackRock Group
United Kingdom
$653K -$580K -26,533 -48%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$648K +$2.62K +120 +0.4%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$643K +$590K +27,000 +2,700%
Stifel Financial
64
Stifel Financial
Missouri
$577K +$59.8K +2,735 +12%
TA
65
Teachers Advisors
New York
$449K +$4.72K +216 +1%
PFS
66
Prospera Financial Services
Texas
$326K +$310K +14,182 New
CSS
67
Cubist Systematic Strategies
Connecticut
$281K +$52.5K +2,403 +24%
Morgan Stanley
68
Morgan Stanley
New York
$276K +$208K +9,495 +380%
NFA
69
Nationwide Fund Advisors
Ohio
$265K +$151K +6,894 +148%
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$250K +$238K +10,871 New
UBS AM
71
UBS AM
Illinois
$246K +$234K +10,700 New
Tudor Investment Corp
72
Tudor Investment Corp
Connecticut
$238K +$227K +10,367 New
Bank of America
73
Bank of America
North Carolina
$237K -$123K -5,615 -35%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$226K +$215K +9,835 New
AIG
75
American International Group
New York
$223K +$212K +9,687 New

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.