We are live on ! Find out more
WMS icon

Advanced Drainage Systems
WMS

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: 3 → 4 (+1)

22% more capital invested

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

3% more funds holding

Funds holding: 412 → 425 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$94.6M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$51.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.4M
4
NAM
Nissay Asset Management
Japan
+$34.2M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$28.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$77.6M
2
ZIG
Zurich Insurance Group
Switzerland
-$63.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$44.1M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$37.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$32M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
201
Dana Investment Advisors
Wisconsin
$1.9M -$85.1K -706 -5%
AAM
202
Advisors Asset Management
Colorado
$1.89M -$1.27M -10,557 -44%
Osaic Holdings
203
Osaic Holdings
Arizona
$1.88M +$701K +5,815 +77%
LOAMS
204
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.77M – – –
TI
205
Trexquant Investment
Connecticut
$1.68M -$4.07M -33,732 -74%
DILIC
206
Dai-ichi Life Insurance Company
Japan
$1.66M +$743K +6,160 +110%
Skandinaviska Enskilda Banken (SEB)
207
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.6M -$8.2K -68 -0.6%
JF
208
Jump Financial
Illinois
$1.57M +$912K +7,564 +209%
HF
209
HRT Financial
New York
$1.55M +$1.33M +11,049 New
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$1.48M +$81K +672 +7%
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$1.47M -$35.9K -298 -3%
DnB Asset Management
212
DnB Asset Management
Norway
$1.45M +$1.24M +10,296 New
PI
213
PFG Investments
New York
$1.38M -$142K -1,175 -11%
JFG
214
Jefferies Financial Group
New York
$1.37M +$1.18M +9,752 New
IEFM
215
IQ EQ Fund Management
Ireland
$1.36M +$1.16M +9,641 New
LAM
216
Lifestyle Asset Management
Texas
$1.35M -$20.5K -170 -2%
AWM
217
AE Wealth Management
Kansas
$1.31M +$156K +1,296 +15%
LCG
218
Lisanti Capital Growth
New York
$1.3M -$4.55M -37,765 -80%
HFS
219
Hantz Financial Services
Michigan
$1.28M -$77.6K -644 -7%
Daiwa Securities Group
220
Daiwa Securities Group
Japan
$1.27M -$374K -3,100 -26%
TRCT
221
Tower Research Capital (TRC)
New York
$1.26M +$681K +5,647 +169%
AFA
222
Abacus FCF Advisors
Florida
$1.21M +$467K +3,872 +81%
OQS
223
Occudo Quantitative Strategies
Florida
$1.16M +$221K +1,830 +29%
IMRF
224
Illinois Municipal Retirement Fund
Illinois
$1.15M – – –
PHK
225
Point72 Hong Kong
Hong Kong
$1.14M +$977K +8,102 New
7 8
9
10 11

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.