We are live on ! Find out more
WM icon

Waste Management

684 hedge funds and large institutions have $15.2B invested in Waste Management in 2013 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 254 increasing their positions, 253 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 25

40% more call options, than puts

Call options by funds: $118M | Put options by funds: $84.1M

6% more funds holding

Funds holding: 644684 (+40)

2% more capital invested

Capital invested by funds: $14.9B → $15.2B (+$335M)

0% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 253

0.22% less ownership

Funds ownership: 78.84%78.62% (-0.22%)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
684
Holders Change
+40
Holders Change %
+6.21%
% of All Funds
22.17%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.42%
New
68
Increased
254
Reduced
253
Closed
25
Calls
$118M
Puts
$84.1M
Net Calls
+$33.9M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
UR
551
USCA RIA
Texas
$293K +$296K +7,100 New
FUBT
552
First United Bank & Trust
Maryland
$290K -$9.79K -235 -3%
TYCC
553
Texas Yale Capital Corp
Florida
$290K +$293K +7,030 New
LCM
554
Laurion Capital Management
New York
$290K +$293K +7,035 New
ATC
555
Argent Trust Company
Louisiana
$289K -$2.08K -50 -0.7%
Loomis, Sayles & Company
556
Loomis, Sayles & Company
Massachusetts
$287K
CA
557
Cetera Advisors
Colorado
$287K +$34.8K +834 +13%
CIM
558
CenturyLink Investment Management
Colorado
$286K -$34.7K -832 -11%
SBWM
559
Sunflower Bank Wealth Management
Arizona
$286K
WTC
560
WhitTier Trust Company
Nevada
$284K +$104K +2,500 +57%
AP
561
Advisor Partners
California
$283K +$27.2K +653 +11%
WSCM
562
Wellington Shields Capital Management
New York
$281K
SYBT
563
Stock Yards Bank & Trust
Kentucky
$280K +$39.6K +950 +16%
MPAM
564
Murphy Pohlad Asset Management
Minnesota
$278K -$92.1K -2,210 -25%
SC
565
SouthState Corp
Florida
$278K +$281K +6,742 New
FIM
566
Freedom Investment Management
Connecticut
$277K -$542 -13 -0.2%
CL
567
Croft-Leominster
Maryland
$271K +$10.4K +250 +4%
CIM
568
Calvert Investment Management
Maryland
$268K +$271K +6,500 New
PGIM
569
Pacific Global Investment Management
California
$264K
GA
570
GFS Advisors
Texas
$262K
UF
571
Univest Financial
Pennsylvania
$259K +$262K +6,283 New
Bank of Nova Scotia
572
Bank of Nova Scotia
Ontario, Canada
$248K -$21.2K -509 -8%
CA
573
Cornerstone Advisors
North Carolina
$247K
FMLI
574
Fukoku Mutual Life Insurance
Japan
$247K
SCM
575
SOL Capital Management
Maryland
$247K

WM Hedge Fund Activity: Q3 2013 in Review

684 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q3 2013, worth a combined $15.2B — up 2.3% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WM positions and 25 closed out — a net gain of 43 holders — while 254 added to existing stakes and 253 trimmed.

The largest buyer was Charles Schwab, adding an estimated $50.4M. The largest seller was Goldman Sachs, cutting an estimated $76.7M.

  • 684 institutional investors held Waste Management (WM) as of Q3 2013, up from 644 in Q2 2013.
  • Funds reported $15.2B of Waste Management stock for Q3 2013, up 2.3% quarter-over-quarter.
  • 68 funds opened new Waste Management positions in Q3 2013 and 25 closed out, a net change of +43 holders.
  • The largest Waste Management buyer in Q3 2013 was Charles Schwab, an estimated $50.4M added.
  • The largest Waste Management seller in Q3 2013 was Goldman Sachs, an estimated $76.7M sold.

Based on aggregated 13F filings for Q3 2013.