We are live on ! Find out more
WM icon

Waste Management

714 hedge funds and large institutions have $16.3B invested in Waste Management in 2013 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 233 increasing their positions, 275 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 52

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

7% more capital invested

Capital invested by funds: $15.2B → $16.3B (+$1.09B)

4% more funds holding

Funds holding: 684714 (+30)

10% more call options, than puts

Call options by funds: $102M | Put options by funds: $92.8M

1.19% less ownership

Funds ownership: 78.62%77.42% (-1.2%)

15% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 275

Holders
714
Holders Change
+30
Holders Change %
+4.39%
% of All Funds
20.73%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.49%
New
86
Increased
233
Reduced
275
Closed
52
Calls
$102M
Puts
$92.8M
Net Calls
+$8.91M
Net Calls Change
-$25M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
401
Emerson Investment Management
Massachusetts
$1.01M -$29.7K -680 -3%
PMG
402
ProVise Management Group
Florida
$1M -$65.5K -1,500 -6%
WWM
403
Willingdon Wealth Management
North Carolina
$1M +$978K +22,398 New
NGA
404
Naples Global Advisors
Florida
$999K +$972K +22,255 New
RAM
405
Ramsey Asset Management
Virginia
$995K
WSTAM
406
Wilbanks Smith & Thomas Asset Management
Virginia
$988K -$175K -4,017 -15%
OA
407
OFI Advisors
Pennsylvania
$960K +$44.6K +1,020 +5%
OSNBOA
408
Old Second National Bank of Aurora
Illinois
$952K +$98.7K +2,259 +12%
HPIA
409
Hamilton Point Investment Advisors
North Carolina
$948K +$923K +21,135 New
Grantham, Mayo, Van Otterloo & Co (GMO)
410
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$947K -$78.6K -1,800 -8%
ATC
411
Adirondack Trust Company
New York
$946K +$12.7K +290 +1%
RIL
412
Rothschild Investment LLC
Illinois
$940K -$74.3K -1,700 -8%
GGPS
413
Gary Goldberg Planning Services
New York
$940K -$52.8K -1,208 -5%
FAAS
414
First Allied Advisory Services
California
$927K -$39K -893 -4%
BG
415
Bahl & Gaynor
Ohio
$925K -$146K -3,344 -14%
SAM
416
Symphony Asset Management
California
$918K -$406K -9,285 -31%
CR
417
Cooperatieve Rabobank
Netherlands
$918K -$393K -8,990 -31%
APFBOT
418
Amica Pension Fund Board of Trustees
Rhode Island
$916K
Neuberger Berman Group
419
Neuberger Berman Group
New York
$910K +$74K +1,694 +9%
CCT
420
Country Club Trust
Missouri
$909K -$5.74M -131,470 -87%
IPRC
421
Indices-Pac Research Corporation
New Jersey
$905K -$829K -18,976 -48%
TCM
422
Telos Capital Management
California
$898K -$65.3K -1,495 -7%
LW
423
Linscomb Wealth
Texas
$887K +$148K +3,390 +21%
CAL
424
Capital Analysts LLC
Pennsylvania
$886K -$42.6K -976 -5%
MBT
425
Monroe Bank & Trust
Michigan
$873K -$26.8K -613 -3%

WM Hedge Fund Activity: Q4 2013 in Review

714 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2013, worth a combined $16.3B — up 7.2% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new WM positions and 52 closed out — a net gain of 34 holders — while 233 added to existing stakes and 275 trimmed.

The largest buyer was American International Group, adding an estimated $252M. The largest seller was Capital Research Global Investors, cutting an estimated $285M.

  • 714 institutional investors held Waste Management (WM) as of Q4 2013, up from 684 in Q3 2013.
  • Funds reported $16.3B of Waste Management stock for Q4 2013, up 7.2% quarter-over-quarter.
  • 86 funds opened new Waste Management positions in Q4 2013 and 52 closed out, a net change of +34 holders.
  • The largest Waste Management buyer in Q4 2013 was American International Group, an estimated $252M added.
  • The largest Waste Management seller in Q4 2013 was Capital Research Global Investors, an estimated $285M sold.

Based on aggregated 13F filings for Q4 2013.