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Waste Management

1,080 hedge funds and large institutions have $28.5B invested in Waste Management in 2017 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 342 increasing their positions, 379 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 43

91% more call options, than puts

Call options by funds: $314M | Put options by funds: $164M

42% more funds holding in top 10

Funds holding in top 10: 1927 (+8)

13% more funds holding

Funds holding: 9581,080 (+122)

10% more capital invested

Capital invested by funds: $25.9B → $28.5B (+$2.62B)

1.22% more ownership

Funds ownership: 75.11%76.33% (+1.2%)

10% less repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 379

Holders
1,080
Holders Change
+122
Holders Change %
+12.73%
% of All Funds
24.5%
Holding in Top 10
27
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+42.11%
% of All Funds
0.61%
New
173
Increased
342
Reduced
379
Closed
43
Calls
$314M
Puts
$164M
Net Calls
+$150M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
501
Koshinski Asset Management
Illinois
$1.48M +$1.01M +12,422 +264%
WSTAM
502
Wilbanks Smith & Thomas Asset Management
Virginia
$1.48M -$103K -1,270 -7%
RIL
503
Rothschild Investment LLC
Illinois
$1.47M -$24.4K -300 -2%
BTIS
504
BB&T Investment Services
North Carolina
$1.47M +$550K +6,759 +66%
RCM
505
Radnor Capital Management
Pennsylvania
$1.47M
TCM
506
Telos Capital Management
California
$1.47M +$32.8K +403 +2%
LMGAM
507
Liberty Mutual Group Asset Management
Massachusetts
$1.46M -$26.4K -324 -2%
SMH
508
Sanders Morris Harris
Texas
$1.46M
OI
509
Oakbrook Investments
Illinois
$1.46M -$43.1K -530 -3%
FAAS
510
First Allied Advisory Services
California
$1.45M -$59.4K -730 -4%
AI
511
Atria Investments
North Carolina
$1.45M +$102K +1,256 +8%
ICP
512
Ironvine Capital Partners
Nebraska
$1.44M +$1.36M +16,724 New
EF
513
Exeter Financial
Arizona
$1.42M +$1.34M +16,440 New
WAP
514
Wealthcare Advisory Partners
Pennsylvania
$1.41M +$37K +454 +3%
GIA
515
Guyasuta Investment Advisors
Pennsylvania
$1.41M -$32.6K -400 -2%
MCWS
516
McKinley Carter Wealth Services
West Virginia
$1.41M +$345K +4,238 +35%
TG
517
TCW Group
California
$1.37M +$1.29M +15,860 New
NSIM
518
North Star Investment Management
Illinois
$1.37M
AMI
519
Amica Mutual Insurance
Rhode Island
$1.36M -$363K -4,464 -22%
SGI
520
Summit Global Investments
Utah
$1.33M -$13.1K -161 -1%
GH
521
GAM Holding
Switzerland
$1.33M +$1.14M +14,033 +1,029%
BHIA
522
Birch Hill Investment Advisors
Massachusetts
$1.32M -$122K -1,500 -9%
CI
523
Cigna Investments
Connecticut
$1.32M -$55.8K -686 -4%
DTL
524
Dynamic Technology Lab
Singapore
$1.32M +$1.03M +12,691 +492%
SMG
525
Spectrum Management Group
Indiana
$1.32M +$81.8K +1,005 +7%

WM Hedge Fund Activity: Q4 2017 in Review

1,080 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2017, worth a combined $28.5B — up 10% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new WM positions and 43 closed out — a net gain of 130 holders — while 342 added to existing stakes and 379 trimmed.

The largest buyer was APG Asset Management, adding an estimated $147M. The largest seller was Capital World Investors, cutting an estimated $260M.

  • 1,080 institutional investors held Waste Management (WM) as of Q4 2017, up from 958 in Q3 2017.
  • Funds reported $28.5B of Waste Management stock for Q4 2017, up 10% quarter-over-quarter.
  • 173 funds opened new Waste Management positions in Q4 2017 and 43 closed out, a net change of +130 holders.
  • The largest Waste Management buyer in Q4 2017 was APG Asset Management, an estimated $147M added.
  • The largest Waste Management seller in Q4 2017 was Capital World Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2017.