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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
WA
526
Waverly Advisors
Alabama
$389K +$379K +8,680 New
NPC
527
National Planning Corporation
California
$388K -$218 -5 -0.1%
MAM
528
Mastrapasqua Asset Management
Tennessee
$386K -$17.3K -395 -4%
CPA
529
Cowen Prime Advisors
New York
$381K -$1.34M -30,700 -78%
DD
530
Dominick & Dominick
New York
$380K -$6.55K -150 -2%
WTIM
531
Wilmington Trust Investment Management
Delaware
$373K -$107K -2,450 -23%
TNB
532
Thomasville National Bank
Georgia
$373K +$22.3K +510 +7%
BMO
533
Beck Mack & Oliver
New York
$372K
LRPA
534
L. Roy Papp & Associates
Arizona
$370K +$175 +4 +0%
CFA
535
Cahill Financial Advisors
Minnesota
$365K +$355K +8,118 New
CC
536
ClearArc Capital
Ohio
$364K -$1.44K -33 -0.4%
CI
537
Constellation Investments
Ohio
$359K +$26.2K +600 +8%
KIA
538
King Investment Advisors
Texas
$356K
1GA
539
1st Global Advisors
Texas
$352K -$3.84K -88 -1%
FWP
540
FAS Wealth Partners
Kansas
$348K +$339K +7,751 New
HAIM
541
Hunter Associates Investment Management
Pennsylvania
$347K
CBU
542
CIBC Bank USA
Illinois
$345K +$12K +275 +4%
CIM
543
Calvert Investment Management
Maryland
$345K +$52.4K +1,200 +18%
PFS
544
Prospera Financial Services
Texas
$345K +$336K +7,698 New
BAM
545
Barrett Asset Management
New York
$344K +$180K +4,115 +116%
BCM
546
Buckhead Capital Management
Georgia
$342K
CL
547
Croft-Leominster
Maryland
$340K +$43.7K +1,000 +15%
Toronto Dominion Bank
548
Toronto Dominion Bank
Ontario, Canada
$339K -$537K -12,296 -62%
LWM
549
Lyons Wealth Management
Florida
$337K -$13.8K -315 -4%
SHA
550
Smith Hayes Advisers
Nebraska
$337K

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.