Advanced Drainage Systems
163 hedge funds and large institutions have $2.27B invested in Advanced Drainage Systems in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 52 reducing their positions, and 20 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
62% more call options, than puts
Call options by funds: $2.31M | Put options by funds: $1.43M
60% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 20
35% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 52
25% more capital invested
Capital invested by funds: $1.81B → $2.27B (+$460M)
7% more funds holding
Funds holding: 152 → 163 (+11)
3.46% more ownership
Funds ownership: 82.57% → 86.03% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$30.5M |
| 2 |
BlackRock
New York
|
+$24M |
| 3 |
Renaissance Technologies
New York
|
+$21.3M |
| 4 |
SM
Sunriver Management
Greenwich,
Connecticut
|
+$17.4M |
| 5 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$18.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$14.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.6M |
| 4 |
KBC Group
Brussels,
Belgium
|
-$14.5M |
| 5 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$13.8M |
WMS Hedge Fund Activity: Q4 2019 in Review
163 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2019, worth a combined $2.27B — up 25% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new WMS positions and 20 closed out — a net gain of 12 holders — while 70 added to existing stakes and 52 trimmed.
The largest buyer was Invesco, adding an estimated $30.5M. The largest seller was Millennium Management, cutting an estimated $18.6M.
- 163 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2019, up from 152 in Q3 2019.
- Funds reported $2.27B of Advanced Drainage Systems stock for Q4 2019, up 25% quarter-over-quarter.
- 32 funds opened new Advanced Drainage Systems positions in Q4 2019 and 20 closed out, a net change of +12 holders.
- The largest Advanced Drainage Systems buyer in Q4 2019 was Invesco, an estimated $30.5M added.
- The largest Advanced Drainage Systems seller in Q4 2019 was Millennium Management, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2019.