We are live on ! Find out more
WMS icon

Advanced Drainage Systems

106 hedge funds and large institutions have $1B invested in Advanced Drainage Systems in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 24

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

9% more funds holding

Funds holding: 97106 (+9)

3.73% more ownership

Funds ownership: 60.02%63.75% (+3.7%)

5% more capital invested

Capital invested by funds: $955M → $1B (+$44.7M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
106
Holders Change
+9
Holders Change %
+9.28%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
27
Increased
49
Reduced
24
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WCM
1
12 West Capital Management
New York
$125M
WRF
2
Waddell & Reed Financial
Kansas
$88.2M
SP
3
Stockbridge Partners
Massachusetts
$84.1M +$3.29M +111,153 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$61.5M +$34.2M +1,155,515 +123%
Vanguard Group
5
Vanguard Group
Pennsylvania
$58.5M +$7.96M +268,904 +16%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$50.5M -$13.4M -453,371 -21%
JP Morgan Chase
7
JP Morgan Chase
New York
$47.5M +$45.2M +1,526,078 +1,641%
PCM
8
PAR Capital Management
Massachusetts
$41.1M
VFA
9
Virtus Fund Advisers
Connecticut
$40.4M +$33.6M +1,135,328 +466%
VanEck Associates
10
VanEck Associates
New York
$39.2M -$1.18M -39,900 -3%
IAMU
11
Impax Asset Management (UK)
United Kingdom
$35.8M -$1.15M -39,000 -3%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$34.5M +$9.6M +324,523 +38%
RIM
13
Ranger Investment Management
Texas
$26.4M +$12.1M +409,579 +84%
BFA
14
BlackRock Fund Advisors
California
$23.6M +$12.4M +418,402 +108%
Invesco
15
Invesco
Georgia
$19.8M +$19.7M +665,583 +7,226%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$14.5M -$6.28M -212,211 -30%
FIM
17
Foresters Investment Management
New York
$14.2M -$1.08M -36,600 -7%
EAM
18
Eagle Asset Management
Florida
$13.9M +$14M +473,965 New
BIT
19
BlackRock Institutional Trust
California
$13.9M +$5.98M +202,112 +74%
State Street
20
State Street
Massachusetts
$12.7M +$6.1M +206,225 +91%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$12.6M +$1.42K +48 +0%
ZC
22
Zelman Capital
Ohio
$10M -$2.07M -70,000 -17%
Federated Hermes
23
Federated Hermes
Pennsylvania
$7.45M -$4.32M -145,943 -36%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$7.19M
Northern Trust
25
Northern Trust
Illinois
$7.05M +$1.17M +39,505 +20%

WMS Hedge Fund Activity: Q2 2015 in Review

106 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q2 2015, worth a combined $1B — up 4.7% from $955M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WMS positions and 18 closed out — a net gain of 9 holders — while 49 added to existing stakes and 24 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $45.2M. The largest seller was BHF Kleinwort Benson Group, exiting entirely with an estimated $36.9M sold.

  • 106 institutional investors held Advanced Drainage Systems (WMS) as of Q2 2015, up from 97 in Q1 2015.
  • Funds reported $1B of Advanced Drainage Systems stock for Q2 2015, up 4.7% quarter-over-quarter.
  • 27 funds opened new Advanced Drainage Systems positions in Q2 2015 and 18 closed out, a net change of +9 holders.
  • The largest Advanced Drainage Systems buyer in Q2 2015 was JP Morgan Chase, an estimated $45.2M added.
  • The largest Advanced Drainage Systems seller in Q2 2015 was BHF Kleinwort Benson Group, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2015.