We are live on ! Find out more
WMS icon

Advanced Drainage Systems

425 hedge funds and large institutions have $9.26B invested in Advanced Drainage Systems in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 137 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $52.1M | Put options by funds: $18.7M

40% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $7.56B → $9.26B (+$1.69B)

3% more funds holding

Funds holding: 412425 (+13)

0.31% more ownership

Funds ownership: 84.19%84.51% (+0.31%)

19% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 170

Holders
425
Holders Change
+13
Holders Change %
+3.16%
% of All Funds
6.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
67
Increased
137
Reduced
170
Closed
48
Calls
$52.1M
Puts
$18.7M
Net Calls
+$33.5M
Net Calls Change
+$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$983M -$29.9M -247,915 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$966M -$1.04M -8,656 -0.1%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$475M -$16.8M -139,385 -4%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$380M -$37.3M -309,029 -10%
Morgan Stanley
5
Morgan Stanley
New York
$331M +$94.6M +784,394 +50%
State Street
6
State Street
Massachusetts
$322M +$8.89M +73,719 +3%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$275M +$51.3M +425,331 +28%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$224M -$812K -6,734 -0.4%
Invesco
9
Invesco
Georgia
$210M +$13.1M +109,052 +8%
American Century Companies
10
American Century Companies
Missouri
$199M +$270K +2,237 +0.2%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$195M -$6.9M -57,261 -4%
Swedbank
12
Swedbank
Sweden
$188M +$2.56M +21,277 +2%
Boston Partners
13
Boston Partners
Massachusetts
$183M +$21.5M +178,720 +16%
UBS AM
14
UBS AM
Illinois
$179M +$3.07M +25,504 +2%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$163M -$16M -133,000 -10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$150M +$4.76M +39,453 +4%
LIP
17
Liontrust Investment Partners
United Kingdom
$112M -$5.93M -49,179 -6%
SP
18
Stockbridge Partners
Massachusetts
$107M
JP Morgan Chase
19
JP Morgan Chase
New York
$101M +$5.75M +47,702 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$94.3M -$2.59M -21,471 -3%
KBC Group
21
KBC Group
Belgium
$92.8M +$311K +2,577 +0.4%
Northern Trust
22
Northern Trust
Illinois
$92.2M +$1.02M +8,473 +1%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$89.1M +$1.89M +15,690 +3%
Norges Bank
24
Norges Bank
Norway
$88.6M +$25.1M +208,066 +49%
Amundi
25
Amundi
France
$86.5M -$8.65M -71,758 -10%

WMS Hedge Fund Activity: Q4 2023 in Review

425 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2023, worth a combined $9.26B — up 22% from $7.56B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WMS positions and 48 closed out — a net gain of 19 holders — while 137 added to existing stakes and 170 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $94.6M. The largest seller was Citadel Advisors, cutting an estimated $77.6M.

  • 425 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2023, up from 412 in Q3 2023.
  • Funds reported $9.26B of Advanced Drainage Systems stock for Q4 2023, up 22% quarter-over-quarter.
  • 67 funds opened new Advanced Drainage Systems positions in Q4 2023 and 48 closed out, a net change of +19 holders.
  • The largest Advanced Drainage Systems buyer in Q4 2023 was Morgan Stanley, an estimated $94.6M added.
  • The largest Advanced Drainage Systems seller in Q4 2023 was Citadel Advisors, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.