We are live on ! Find out more
WMS icon

Advanced Drainage Systems

136 hedge funds and large institutions have $1.19B invested in Advanced Drainage Systems in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 47

10% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$112M)

0.2% more ownership

Funds ownership: 81.14%81.33% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 143136 (-7)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
54
Reduced
47
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Berkshire Partners
Massachusetts
$174M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$139M +$8.15M +322,119 +6%
SP
3
Stockbridge Partners
Massachusetts
$96.8M
Vanguard Group
4
Vanguard Group
Pennsylvania
$95.5M +$1.92M +75,995 +2%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$94.9M +$5.54M +219,027 +6%
BlackRock
6
BlackRock
New York
$69.8M +$478K +18,894 +0.7%
JP Morgan Chase
7
JP Morgan Chase
New York
$48.5M -$140K -5,547 -0.3%
PAMU
8
Pictet Asset Management (UK)
United Kingdom
$39.9M -$2.96M -116,854 -7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$34.4M +$3.6M +142,407 +12%
AAM
10
ACK Asset Management
Connecticut
$26.9M +$1.15M +45,600 +4%
Norges Bank
11
Norges Bank
Norway
$21.9M -$3.98M -157,059 -16%
State Street
12
State Street
Massachusetts
$19.3M -$542K -21,399 -3%
BMO
13
Beck Mack & Oliver
New York
$18.8M +$18.5M +730,425 New
Marshall Wace
14
Marshall Wace
United Kingdom
$18.2M +$16.8M +661,733 +1,498%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$18.1M +$10.9M +432,331 +159%
Invesco
16
Invesco
Georgia
$16.4M -$2.2M -86,722 -12%
MC
17
MIG Capital
California
$14.7M +$14.4M +569,193 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$13M +$800K +31,611 +7%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$12.8M +$4.74M +187,199 +61%
Northern Trust
20
Northern Trust
Illinois
$12.6M +$173K +6,820 +1%
KBC Group
21
KBC Group
Belgium
$11.2M +$800K +31,615 +8%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$11.1M
WEC
23
White Elm Capital
Connecticut
$11M +$1.38M +54,330 +15%
Charles Schwab
24
Charles Schwab
California
$9.51M +$1.14M +45,021 +14%
First Trust Advisors
25
First Trust Advisors
Illinois
$8.85M +$104K +4,111 +1%

WMS Hedge Fund Activity: Q1 2019 in Review

136 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q1 2019, worth a combined $1.19B — up 10% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of WMS and 17 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 54 added.

The largest buyer was Beck Mack & Oliver, opening a new position worth an estimated $18.5M. The largest seller was PAR Capital Management, exiting entirely with an estimated $66.4M sold.

  • 136 institutional investors held Advanced Drainage Systems (WMS) as of Q1 2019, down from 143 in Q4 2018.
  • Funds reported $1.19B of Advanced Drainage Systems stock for Q1 2019, up 10% quarter-over-quarter.
  • 17 funds opened new Advanced Drainage Systems positions in Q1 2019 and 23 closed out, a net change of -6 holders.
  • The largest Advanced Drainage Systems buyer in Q1 2019 was Beck Mack & Oliver, an estimated $18.5M added.
  • The largest Advanced Drainage Systems seller in Q1 2019 was PAR Capital Management, an estimated $66.4M sold.

Based on aggregated 13F filings for Q1 2019.