We are live on ! Find out more
WMS icon

Advanced Drainage Systems

143 hedge funds and large institutions have $1.08B invested in Advanced Drainage Systems in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

1% more funds holding

Funds holding: 142143 (+1)

0.7% less ownership

Funds ownership: 81.84%81.14% (-0.7%)

6% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 52

25% less capital invested

Capital invested by funds: $1.44B → $1.08B (-$358M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
29
Increased
49
Reduced
52
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Berkshire Partners
Massachusetts
$164M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$123M +$811K +30,163 +0.6%
SP
3
Stockbridge Partners
Massachusetts
$91.1M
Vanguard Group
4
Vanguard Group
Pennsylvania
$88M +$3.64M +135,334 +4%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$84M +$399K +14,832 +0.4%
PCM
6
PAR Capital Management
Massachusetts
$66.4M
BlackRock
7
BlackRock
New York
$65.2M -$1.34M -49,745 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$45.8M -$1.47M -54,816 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$28.9M +$2.79M +103,572 +10%
AAM
10
ACK Asset Management
Connecticut
$25.7M +$1.38M +51,400 +5%
Norges Bank
11
Norges Bank
Norway
$24.4M -$1.07M -39,635 -4%
State Street
12
State Street
Massachusetts
$18.7M -$575K -21,393 -3%
Invesco
13
Invesco
Georgia
$17.5M -$2.4M -89,376 -11%
Northern Trust
14
Northern Trust
Illinois
$11.7M -$276K -10,281 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$11.5M +$1.09M +40,693 +9%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$10.4M
KBC Group
17
KBC Group
Belgium
$9.78M -$169K -6,285 -2%
WEC
18
White Elm Capital
Connecticut
$8.99M +$5.39M +200,536 +118%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$8.99M
Deutsche Bank
20
Deutsche Bank
Germany
$8.9M -$2.54M -94,498 -20%
Federated Hermes
21
Federated Hermes
Pennsylvania
$8.87M -$3.25M -120,760 -25%
First Trust Advisors
22
First Trust Advisors
Illinois
$8.23M -$1.12M -41,652 -11%
Charles Schwab
23
Charles Schwab
California
$7.86M +$1.11M +41,107 +15%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$7.47M +$1.61M +59,939 +24%
ACH
25
ArrowMark Colorado Holdings
Colorado
$6.96M -$1.08M -40,000 -12%

WMS Hedge Fund Activity: Q4 2018 in Review

143 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2018, worth a combined $1.08B — down 25% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WMS positions and 28 closed out — a net gain of 1 holder — while 49 added to existing stakes and 52 trimmed.

The largest buyer was White Elm Capital, adding an estimated $5.39M. The largest seller was Morgan Stanley, cutting an estimated $6.17M.

  • 143 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2018, up from 142 in Q3 2018.
  • Funds reported $1.08B of Advanced Drainage Systems stock for Q4 2018, down 25% quarter-over-quarter.
  • 29 funds opened new Advanced Drainage Systems positions in Q4 2018 and 28 closed out, a net change of +1 holder.
  • The largest Advanced Drainage Systems buyer in Q4 2018 was White Elm Capital, an estimated $5.39M added.
  • The largest Advanced Drainage Systems seller in Q4 2018 was Morgan Stanley, an estimated $6.17M sold.

Based on aggregated 13F filings for Q4 2018.