We are live on ! Find out more
WM icon

Waste Management

716 hedge funds and large institutions have $17.5B invested in Waste Management in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 275 increasing their positions, 266 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $116M | Put options by funds: $93.8M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

5% more capital invested

Capital invested by funds: $16.6B → $17.5B (+$885M)

3% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 266

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

0.87% less ownership

Funds ownership: 79.8%78.93% (-0.87%)

1% less funds holding

Funds holding: 723716 (-7)

Holders
716
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
20.77%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
38
Increased
275
Reduced
266
Closed
38
Calls
$116M
Puts
$93.8M
Net Calls
+$22.4M
Net Calls Change
-$6.86M
Name Holding Trade Value Shares
Change
Change in
Stake
NIMC
401
NWQ Investment Management Company
California
$944K
CTA
402
Colonial Trust Advisors
South Carolina
$930K +$18.3K +400 +2%
AF
403
Aldebaran Financial
$926K -$158K -3,450 -15%
FAM
404
Fred Alger Management
New York
$911K +$38.2K +835 +5%
PRCM
405
Pine River Capital Management
Minnesota
$893K +$860K +18,788 New
SYBT
406
Stock Yards Bank & Trust
Kentucky
$882K +$156K +3,409 +23%
ECM
407
EagleClaw Capital Management
Massachusetts
$879K
BHIA
408
Birch Hill Investment Advisors
Massachusetts
$864K -$223K -4,860 -21%
AIM
409
abrdn Investment Management
United Kingdom
$862K -$10K -219 -1%
MDCM
410
Morgan Dempsey Capital Management
Wisconsin
$853K +$356K +7,772 +76%
SAM
411
Strategy Asset Managers
California
$852K +$25.7K +561 +3%
LNC
412
Lincoln National Corp
Pennsylvania
$849K +$58.1K +1,269 +8%
BF
413
BOK Financial
Oklahoma
$834K +$325K +7,096 +68%
CWP
414
Capital Wealth Planning
Florida
$830K
CSIC
415
Clifford Swan Investment Counsel
California
$802K -$34.3K -750 -4%
HFM
416
Hartford Financial Management
Connecticut
$798K -$27.5K -600 -3%
B
417
BancorpSouth
Mississippi
$795K +$97.4K +2,126 +15%
FMB
418
Field & Main Bank
Kentucky
$792K +$20.6K +450 +3%
AA
419
Ancora Advisors
Ohio
$760K
PFPT
420
Pinnacle Financial Partners (Tennessee)
Tennessee
$760K +$60.3K +1,317 +9%
RG
421
Rathbones Group
United Kingdom
$757K
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$757K +$56.5K +1,234 +8%
Neuberger Berman Group
423
Neuberger Berman Group
New York
$754K +$25.6K +560 +4%
MBT
424
Monroe Bank & Trust
Michigan
$753K -$160K -3,496 -18%
AT
425
Arden Trust
Delaware
$752K -$119K -2,591 -14%

WM Hedge Fund Activity: Q3 2014 in Review

716 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q3 2014, worth a combined $17.5B — up 5.3% from $16.6B a quarter earlier.

Fund positioning in WM was balanced in Q3 2014: 38 funds opened new positions, 38 closed out, 275 added to existing stakes and 266 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $68M. The largest seller was Norges Bank, cutting an estimated $152M.

  • 716 institutional investors held Waste Management (WM) as of Q3 2014, down from 723 in Q2 2014.
  • Funds reported $17.5B of Waste Management stock for Q3 2014, up 5.3% quarter-over-quarter.
  • 38 funds opened new Waste Management positions in Q3 2014 and 38 closed out, a net change of 0 holders.
  • The largest Waste Management buyer in Q3 2014 was Goldman Sachs, an estimated $68M added.
  • The largest Waste Management seller in Q3 2014 was Norges Bank, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2014.