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Advanced Drainage Systems

232 hedge funds and large institutions have $5.22B invested in Advanced Drainage Systems in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

39% more capital invested

Capital invested by funds: $3.77B → $5.22B (+$1.46B)

37% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $5.06M

34% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 68

12% more funds holding

Funds holding: 207232 (+25)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.06% less ownership

Funds ownership: 86.75%85.69% (-1.1%)

Holders
232
Holders Change
+25
Holders Change %
+12.08%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
91
Reduced
68
Closed
27
Calls
$6.93M
Puts
$5.06M
Net Calls
+$1.86M
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
201
Private Capital Group
Connecticut
$68K
LSA
202
Leonteq Securities AG
Switzerland
$66.9K +$56.7K +800 New
UFF
203
USA Financial Formulas
Michigan
$65K +$7.93K +112 +17%
IA
204
IFP Advisors
Florida
$52K +$42.6K +601 +1,227%
CI Investments Inc
205
CI Investments Inc
Ontario, Canada
$52K +$44.4K +627 New
Ohio Public Employees Retirement System (OPERS)
206
Ohio Public Employees Retirement System (OPERS)
Ohio
$51K +$8.15K +115 +23%
Group One Trading
207
Group One Trading
Illinois
$45K +$38.3K +540 New
VFA
208
Valeo Financial Advisors
Indiana
$42K +$22.7K +320 +178%
FHA
209
First Horizon Advisors
Tennessee
$42K +$36K +508 New
HNB
210
Huntington National Bank
Ohio
$31K -$142 -2 -0.5%
VanEck Associates
211
VanEck Associates
New York
$27K +$23.2K +328 New
TFM
212
TFC Financial Management
Massachusetts
$17K
SQA
213
Simon Quick Advisors
New Jersey
$16K +$13.6K +192 New
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$12K
IA
215
Inspire Advisors
Idaho
$12K +$10.1K +142 New
FHC
216
First Horizon Corporation
Tennessee
$10K
VCM
217
Versant Capital Management
Arizona
$10K
PWPS
218
Pinnacle Wealth Planning Services
Ohio
$7K +$6.31K +89 New
CTC
219
Central Trust Company
Missouri
$6K
APA
220
American Portfolios Advisors
New York
$5.43K +$1.06K +15 +30%
CCA
221
Childress Capital Advisors
Texas
$5K +$4.32K +61 New
ABC
222
Associated Banc-Corp
Wisconsin
$4K
CFGS
223
Concourse Financial Group Securities
Alabama
$4K +$3.4K +48 New
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$3K
AIG
225
American International Group
New York
$2.74K -$35.1K -495 -1%

WMS Hedge Fund Activity: Q4 2020 in Review

232 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2020, worth a combined $5.22B — up 39% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WMS positions and 27 closed out — a net gain of 26 holders — while 91 added to existing stakes and 68 trimmed.

The largest buyer was Select Equity Group, adding an estimated $106M. The largest seller was Wellington Management Group, cutting an estimated $174M.

  • 232 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2020, up from 207 in Q3 2020.
  • Funds reported $5.22B of Advanced Drainage Systems stock for Q4 2020, up 39% quarter-over-quarter.
  • 53 funds opened new Advanced Drainage Systems positions in Q4 2020 and 27 closed out, a net change of +26 holders.
  • The largest Advanced Drainage Systems buyer in Q4 2020 was Select Equity Group, an estimated $106M added.
  • The largest Advanced Drainage Systems seller in Q4 2020 was Wellington Management Group, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2020.