Advanced Drainage Systems
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1WCM
12 West Capital Management
New York
|
+$41M |
| 2 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
+$36.9M |
| 3 |
VanEck Associates
New York
|
+$29M |
| 4 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
+$27.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.61M |
| 2 |
Goldman Sachs
New York
|
-$3.36M |
| 3 |
ACPU
Arrowgrass Capital Partners (US)
Dover,
Delaware
|
-$3.34M |
| 4 |
ECP
Elk Creek Partners
Denver,
Colorado
|
-$3.2M |
| 5 |
Lazard Asset Management
New York
|
-$3.17M |
WMS Hedge Fund Activity: Q4 2014 in Review
93 of the 3,765 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.