Advanced Drainage Systems
WMS
97 hedge funds and large institutions have $955M invested in Advanced Drainage Systems in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 20 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 21
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
11% more capital invested
Capital invested by funds: $862M → $955M (+$93.9M)
4% more funds holding
Funds holding: 93 → 97 (+4)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
10.79% less ownership
Funds ownership: 70.81% → 60.02% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
+$71.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$24.5M |
| 3 |
1WCM
12 West Capital Management
New York
|
+$23M |
| 4 |
Neuberger Berman Group
New York
|
+$22.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UONDDL
University of Notre Dame du Lac
South Bend,
Indiana
|
-$78.8M |
| 2 |
WAM
Water Asset Management
New York
|
-$19.6M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$13.9M |
| 4 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
-$11.8M |
| 5 |
AP
Alydar Partners
Boston,
Massachusetts
|
-$11M |
WMS Hedge Fund Activity: Q1 2015 in Review
97 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q1 2015, worth a combined $955M — up 11% from $862M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new WMS positions and 20 closed out — a net gain of 5 holders — while 45 added to existing stakes and 21 trimmed.
The largest buyer was Stockbridge Partners, opening a new position worth an estimated $71.7M. The largest seller was University of Notre Dame du Lac, exiting entirely with an estimated $78.8M sold.
- 97 institutional investors held Advanced Drainage Systems (WMS) as of Q1 2015, up from 93 in Q4 2014.
- Funds reported $955M of Advanced Drainage Systems stock for Q1 2015, up 11% quarter-over-quarter.
- 25 funds opened new Advanced Drainage Systems positions in Q1 2015 and 20 closed out, a net change of +5 holders.
- The largest Advanced Drainage Systems buyer in Q1 2015 was Stockbridge Partners, an estimated $71.7M added.
- The largest Advanced Drainage Systems seller in Q1 2015 was University of Notre Dame du Lac, an estimated $78.8M sold.
Based on aggregated 13F filings for Q1 2015.