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Advanced Drainage Systems
WMS

93 hedge funds and large institutions have $862M invested in Advanced Drainage Systems in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 5

240% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 10

201% more capital invested

Capital invested by funds: $286M → $862M (+$576M)

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

69% more funds holding

Funds holding: 55 → 93 (+38)

44.99% more ownership

Funds ownership: 25.81% → 70.81% (+45%)

Holders
93
Holders Change
+38
Holders Change %
+69.09%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
45
Increased
34
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1WCM
12 West Capital Management
New York
+$41M
2
BKBG
BHF Kleinwort Benson Group
Belgium
+$36.9M
3
VanEck Associates
VanEck Associates
New York
+$29M
4
PCM
PAR Capital Management
Massachusetts
+$27.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$18.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.61M
2
Goldman Sachs
Goldman Sachs
New York
-$3.36M
3
ACPU
Arrowgrass Capital Partners (US)
Delaware
-$3.34M
4
ECP
Elk Creek Partners
Colorado
-$3.2M
5
Lazard Asset Management
Lazard Asset Management
New York
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
AS
1
American Securities
New York
$173M +$165M +7,546,908 New
UONDDL
2
University of Notre Dame du Lac
Indiana
$78.8M +$75M +3,429,730 New
1WCM
3
12 West Capital Management
New York
$77.8M +$41M +1,874,974 +124%
WRF
4
Waddell & Reed Financial
Kansas
$69.1M – – –
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$51.2M +$6.57M +300,708 +16%
BKBG
6
BHF Kleinwort Benson Group
Belgium
$38.8M +$36.9M +1,686,445 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$31.3M +$18.8M +858,122 +171%
VanEck Associates
8
VanEck Associates
New York
$30.5M +$29M +1,328,100 New
PCM
9
PAR Capital Management
Massachusetts
$28.8M +$27.4M +1,255,000 New
AAM
10
ACK Asset Management
Connecticut
$24.1M +$13.8M +630,600 +150%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$18.7M -$2.51M -114,900 -12%
WAM
12
Water Asset Management
New York
$17.5M +$4.56M +208,845 +38%
IAMU
13
Impax Asset Management (UK)
United Kingdom
$16.2M +$15.4M +702,800 New
Lazard Asset Management
14
Lazard Asset Management
New York
$14M -$3.17M -145,152 -19%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$12.6M – – –
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$12.4M +$11.8M +540,100 New
FIM
17
Foresters Investment Management
New York
$11.9M +$1.97M +90,050 +21%
AP
18
Alydar Partners
Massachusetts
$11M +$10.5M +480,000 New
EAM
19
EverPoint Asset Management
Connecticut
$9.13M +$8.14M +372,500 +1,490%
BFA
20
BlackRock Fund Advisors
California
$8.85M +$1.02M +46,557 +14%
SCP
21
Sandhill Capital Partners
New York
$8.06M +$5.06M +231,702 +194%
Federated Hermes
22
Federated Hermes
Pennsylvania
$6.96M +$6.62M +302,700 New
Ameriprise
23
Ameriprise
Minnesota
$6.84M +$3.55M +162,445 +120%
Marshall Wace
24
Marshall Wace
United Kingdom
$6.52M +$6.2M +283,696 New
ZC
25
Zelman Capital
Ohio
$6.4M +$6.08M +278,329 New
1
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WMS Hedge Fund Activity: Q4 2014 in Review

93 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2014, worth a combined $862M — up 201% from $286M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WMS positions and 5 closed out — a net gain of 40 holders — while 34 added to existing stakes and 10 trimmed.

The largest buyer was 12 West Capital Management, adding an estimated $41M. The largest seller was Wellington Management Group, exiting entirely with an estimated $6.61M sold.

  • 93 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2014, up from 55 in Q3 2014.
  • Funds reported $862M of Advanced Drainage Systems stock for Q4 2014, up 201% quarter-over-quarter.
  • 45 funds opened new Advanced Drainage Systems positions in Q4 2014 and 5 closed out, a net change of +40 holders.
  • The largest Advanced Drainage Systems buyer in Q4 2014 was 12 West Capital Management, an estimated $41M added.
  • The largest Advanced Drainage Systems seller in Q4 2014 was Wellington Management Group, an estimated $6.61M sold.

Based on aggregated 13F filings for Q4 2014.