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Advanced Drainage Systems

425 hedge funds and large institutions have $9.26B invested in Advanced Drainage Systems in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 137 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $52.1M | Put options by funds: $18.7M

40% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $7.56B → $9.26B (+$1.69B)

3% more funds holding

Funds holding: 412425 (+13)

0.31% more ownership

Funds ownership: 84.19%84.51% (+0.31%)

19% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 170

Holders
425
Holders Change
+13
Holders Change %
+3.16%
% of All Funds
6.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
67
Increased
137
Reduced
170
Closed
48
Calls
$52.1M
Puts
$18.7M
Net Calls
+$33.5M
Net Calls Change
+$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Treasurer of the State of North Carolina
151
Treasurer of the State of North Carolina
North Carolina
$4.38M +$36.6K +304 +1%
Wells Fargo
152
Wells Fargo
California
$4.31M +$9.16K +76 +0.2%
Citigroup
153
Citigroup
New York
$4.27M +$2.65M +21,945 +261%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.25M +$144K +1,194 +4%
BAMF
155
BI Asset Management Fondsmaeglerselskab
Denmark
$4.16M -$1.49M -12,373 -30%
HighTower Advisors
156
HighTower Advisors
Illinois
$4.09M -$290K -2,403 -8%
Fisher Asset Management
157
Fisher Asset Management
Washington
$4.06M +$17.2K +143 +0.5%
NEI
158
Northwest & Ethical Investments
Ontario, Canada
$4.06M
Comerica Bank
159
Comerica Bank
Texas
$4.05M -$15.1K -125 -0.4%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$3.72M -$7.44M -61,717 -70%
LIP
161
Lighthouse Investment Partners
Florida
$3.63M -$1.95M -16,203 -39%
DekaBank Deutsche Girozentrale
162
DekaBank Deutsche Girozentrale
Germany
$3.58M -$1.23M -10,200 -28%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$3.48M -$56.4K -468 -2%
Vontobel Holding
164
Vontobel Holding
Switzerland
$3.46M -$533K -4,423 -15%
AACP
165
Advantage Alpha Capital Partners
California
$3.43M -$699K -5,795 -19%
Asset Management One
166
Asset Management One
Japan
$3.17M -$273K -2,265 -9%
Cerity Partners
167
Cerity Partners
New York
$3.16M +$2.19M +18,204 +429%
Nomura Asset Management
168
Nomura Asset Management
Japan
$3.03M -$202K -1,677 -7%
TRSOTSOK
169
Teachers Retirement System of the State of Kentucky
Kentucky
$2.91M -$84.4K -700 -3%
ACM
170
Argent Capital Management
Missouri
$2.87M +$4.46K +37 +0.2%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$2.85M +$80.2K +665 +3%
ASRS
172
Arizona State Retirement System
Arizona
$2.78M -$63.8K -529 -3%
Two Sigma Investments
173
Two Sigma Investments
New York
$2.77M -$3.5K -29 -0.1%
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$2.74M +$2.35M +19,507 New
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$2.72M -$12.1K -100 -0.5%

WMS Hedge Fund Activity: Q4 2023 in Review

425 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2023, worth a combined $9.26B — up 22% from $7.56B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WMS positions and 48 closed out — a net gain of 19 holders — while 137 added to existing stakes and 170 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $94.6M. The largest seller was Citadel Advisors, cutting an estimated $77.6M.

  • 425 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2023, up from 412 in Q3 2023.
  • Funds reported $9.26B of Advanced Drainage Systems stock for Q4 2023, up 22% quarter-over-quarter.
  • 67 funds opened new Advanced Drainage Systems positions in Q4 2023 and 48 closed out, a net change of +19 holders.
  • The largest Advanced Drainage Systems buyer in Q4 2023 was Morgan Stanley, an estimated $94.6M added.
  • The largest Advanced Drainage Systems seller in Q4 2023 was Citadel Advisors, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.