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Advanced Drainage Systems

143 hedge funds and large institutions have $1.08B invested in Advanced Drainage Systems in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

1% more funds holding

Funds holding: 142143 (+1)

0.7% less ownership

Funds ownership: 81.84%81.14% (-0.7%)

6% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 52

25% less capital invested

Capital invested by funds: $1.44B → $1.08B (-$358M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
29
Increased
49
Reduced
52
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
MinichMacGregor Wealth Management
New York
$372K +$494K +18,380 New
VFA
102
Valeo Financial Advisors
Indiana
$365K +$54.9K +2,041 +16%
MCM
103
Manchester Capital Management
Vermont
$359K -$94.4K -3,510 -22%
SWA
104
Stratos Wealth Advisors
Ohio
$352K +$390K +14,514 New
DTL
105
Dynamic Technology Lab
Singapore
$321K +$356K +13,238 New
SAM
106
Shell Asset Management
Netherlands
$312K -$29.6K -1,100 -8%
Calamos Advisors
107
Calamos Advisors
Illinois
$312K -$9.41K -350 -3%
GC
108
Guggenheim Capital
Illinois
$310K -$327K -12,155 -49%
P
109
Pitcairn
Pennsylvania
$306K -$11.4K -425 -3%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$297K +$941 +35 +0.3%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$296K +$328K +12,190 New
AG
112
Aperio Group
California
$292K +$126K +4,694 +64%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$286K
AAS
114
Avantax Advisory Services
Texas
$252K +$279K +10,382 New
QCM
115
Quantinno Capital Management
New York
$245K +$272K +10,112 New
Citigroup
116
Citigroup
New York
$242K +$268K +9,974 +33,247%
RJA
117
Raymond James & Associates
Florida
$232K -$59.7K -2,219 -19%
SSA
118
Schonfeld Strategic Advisors
New York
$228K +$254K +9,436 New
TWM
119
Torch Wealth Management
Ohio
$221K
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$160K +$122K +4,537 +221%
FQ
121
First Quadrant
California
$153K +$170K +6,312 New
Canada Life
122
Canada Life
Manitoba, Canada
$150K +$62.8K +2,337 +57%
HMS
123
Hanseatic Management Services
New Mexico
$143K
GWM
124
Geneos Wealth Management
Colorado
$117K
JIR
125
James Investment Research
Ohio
$112K -$1.75M -65,020 -93%

WMS Hedge Fund Activity: Q4 2018 in Review

143 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2018, worth a combined $1.08B — down 25% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WMS positions and 28 closed out — a net gain of 1 holder — while 49 added to existing stakes and 52 trimmed.

The largest buyer was White Elm Capital, adding an estimated $5.39M. The largest seller was Morgan Stanley, cutting an estimated $6.17M.

  • 143 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2018, up from 142 in Q3 2018.
  • Funds reported $1.08B of Advanced Drainage Systems stock for Q4 2018, down 25% quarter-over-quarter.
  • 29 funds opened new Advanced Drainage Systems positions in Q4 2018 and 28 closed out, a net change of +1 holder.
  • The largest Advanced Drainage Systems buyer in Q4 2018 was White Elm Capital, an estimated $5.39M added.
  • The largest Advanced Drainage Systems seller in Q4 2018 was Morgan Stanley, an estimated $6.17M sold.

Based on aggregated 13F filings for Q4 2018.