Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Advanced Drain Sys Inc Del (WMS)

567 + Investors. Track Smart Money conviction in WMS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — WMS

Based on 570 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added WMS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
570 hedge funds hold WMS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+111 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

327 buying230 selling
Last quarter: 327 funds bought or added vs 230 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~97 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 69 → 75 → 93 → 97. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 21% new
324 out of 570 hedge funds have held WMS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

61 → 69 → 75 → 93 → 97 new funds/Q
New funds entering each quarter: 69 → 75 → 93 → 97. A growing number of institutions are discovering WMS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Of 584 current holders: 360 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
62 of 570 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in WMS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WMS

In 2026 Q1, 327 hedge funds were net buyers of WMS (97 opened a new position, 230 added to an existing one), while 230 reduced or exited (166 trimmed, 64 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in WMS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 570.

Hedge Fund Ownership: WMS

How many hedge funds hold WMS — quarterly history vs. share price
Quarterly hedge fund ownership of WMS vs. share price

Market Analysis: WMS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WMS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Advanced Drain Sys Inc Del (WMS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WMS has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
WMS
-0.2%
XLI
+10.5%

WMS outperformed XLI by -10.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
WMS
+1.0%
XLI
+4.2%

Since the filing became public, WMS outperformed XLI by -3.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 3 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: WMS
567 + Investors

Track Smart Money conviction in WMS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 567 537 5.59%
13F Shares 69M 71M -2.52%
Total Value $9.19B $10.25B -10.36%
New Positions 96 93 +3
Increased Positions 226 156 +70
Closed Positions 66 44 +22
Reduced Positions 163 208 -45
Total Calls 6 6 -
Total Puts 8 6 33.33%
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: WMS

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

567 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WMS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WMS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Owls Nest Partners IA, LLC 12.68% 264,101 $36.2M
2 Impactive Capital LP 8.52% 856,492 $117.5M
3 ACK Asset Management LLC 6.68% 390,000 $53.5M
4 Triodos Investment Management BV 5.57% 536,711 $73.6M
5 Alpine Peaks Capital, LP 4.24% 30,670 $4.2M
6 Prentiss Smith & Co Inc 3.48% 43,762 $6.0M
7 Rik Saylor Financial, INC. 2.39% 22,907 $3.1M
8 EDENTREE ASSET MANAGEMENT Ltd 2.28% 55,057 $7.5M
9 Impax Asset Management Group plc 1.84% 1,927,510 $264.3M
10 Hill City Capital, LP 1.81% 370,000 $50.7M
11 Pier Capital, LLC 1.44% 63,860 $8.8M
12 Interval Partners, LP 1.40% 388,875 $53.3M
13 Future Fund LLC 1.32% 27,329 $3.7M
14 Liontrust Investment Partners LLP 1.23% 573,573 $83.1M
15 Cramer Rosenthal Mcglynn LLC 1.21% 119,850 $16.4M
16 Dayah Capital LLC 1.00% 12,801 $1.8M
17 Mirova US LLC 0.98% 628,843 $86.2M
18 Mirova 0.96% 172,152 $23.6M
19 Archon Partners LLC 0.96% 59,000 $8.1M
20 Robeco Schweiz AG 0.89% 308,404 $42.3M
21 Essex Investment Management Co LLC 0.88% 40,569 $5.6M
22 Lombard Odier Asset Management (Europe) Ltd 0.83% 111,124 $15.2M
23 Distillate Capital Partners LLC 0.77% 106,675 $14.6M
24 Geneva Capital Management LLC 0.75% 255,923 $35.1M
25 Corbyn Investment Management Inc/Md 0.70% 15,263 $2.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Advanced Drain Sys Inc Del (WMS)

What does the Smart Money Trend signal show for WMS?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added WMS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WMS?

Slight buying edge — 59% buying: Last quarter: 327 funds bought or added vs 230 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WMS holders?

Elite ownership — 40% AUM from top-100 funds: 62 of 570 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in WMS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WMS?

57% of holders stayed for 2+ years: 324 out of 570 hedge funds have held WMS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Advanced Drain Sys Inc Del (WMS) following the 2026 Q1 hedge fund 13F filings?

As of today, WMS has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of -3.2%. Since the quarter end (March 31, 2026), WMS has gained -0.2% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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