We are live on ! Find out more
WMS icon

Advanced Drainage Systems

232 hedge funds and large institutions have $5.22B invested in Advanced Drainage Systems in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

39% more capital invested

Capital invested by funds: $3.77B → $5.22B (+$1.46B)

37% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $5.06M

34% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 68

12% more funds holding

Funds holding: 207232 (+25)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.06% less ownership

Funds ownership: 86.75%85.69% (-1.1%)

Holders
232
Holders Change
+25
Holders Change %
+12.08%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
91
Reduced
68
Closed
27
Calls
$6.93M
Puts
$5.06M
Net Calls
+$1.86M
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Berkshire Partners
Massachusetts
$621M -$94.5M -1,333,334 -15%
BlackRock
2
BlackRock
New York
$372M +$22.9M +323,481 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$355M +$10.4M +146,635 +4%
SP
4
Stockbridge Partners
Massachusetts
$285M -$47.6M -672,022 -16%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$240M -$6.28M -88,632 -3%
Select Equity Group
6
Select Equity Group
New York
$225M +$106M +1,491,412 +125%
KBC Group
7
KBC Group
Belgium
$216M -$4.8M -67,766 -13%
JP Morgan Chase
8
JP Morgan Chase
New York
$189M +$10.7M +151,471 +7%
Invesco
9
Invesco
Georgia
$163M +$10M +141,204 +8%
Westfield Capital Management
10
Westfield Capital Management
Massachusetts
$159M +$11.8M +167,046 +10%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$144M -$174M -2,454,841 -59%
Victory Capital Management
12
Victory Capital Management
Texas
$133M +$4.92M +69,441 +5%
PAMU
13
Pictet Asset Management (UK)
United Kingdom
$123M -$8.84M -124,830 -8%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$99.5M +$5.66M +79,910 +7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$93.1M +$2.47M +34,795 +3%
State Street
16
State Street
Massachusetts
$91.2M +$2.47M +34,888 +3%
BMO
17
Beck Mack & Oliver
New York
$83.3M -$3.85M -54,303 -5%
Fidelity International
18
Fidelity International
Bermuda
$82.8M +$1.83M +25,767 +3%
Ameriprise
19
Ameriprise
Minnesota
$80.6M +$565K +7,981 +0.8%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$66M +$2.55M +35,969 +5%
Federated Hermes
21
Federated Hermes
Pennsylvania
$65.7M +$305K +4,306 +0.6%
N
22
Nuveen
North Carolina
$65.7M +$44.8K +633 +0.1%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$60.8M +$51.5M +726,883 New
Norges Bank
24
Norges Bank
Norway
$59.5M +$1.96M +27,626 +4%
UBS AM
25
UBS AM
Illinois
$59.1M +$46.9M +662,360 +1,481%

WMS Hedge Fund Activity: Q4 2020 in Review

232 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2020, worth a combined $5.22B — up 39% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WMS positions and 27 closed out — a net gain of 26 holders — while 91 added to existing stakes and 68 trimmed.

The largest buyer was Select Equity Group, adding an estimated $106M. The largest seller was Wellington Management Group, cutting an estimated $174M.

  • 232 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2020, up from 207 in Q3 2020.
  • Funds reported $5.22B of Advanced Drainage Systems stock for Q4 2020, up 39% quarter-over-quarter.
  • 53 funds opened new Advanced Drainage Systems positions in Q4 2020 and 27 closed out, a net change of +26 holders.
  • The largest Advanced Drainage Systems buyer in Q4 2020 was Select Equity Group, an estimated $106M added.
  • The largest Advanced Drainage Systems seller in Q4 2020 was Wellington Management Group, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2020.