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Waste Management

1,355 hedge funds and large institutions have $32.9B invested in Waste Management in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 546 increasing their positions, 490 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 81

14% more capital invested

Capital invested by funds: $29B → $32.9B (+$3.92B)

11% more repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 490

2% more funds holding

Funds holding: 1,3241,355 (+31)

1.03% less ownership

Funds ownership: 74.69%73.66% (-1%)

24% less call options, than puts

Call options by funds: $176M | Put options by funds: $231M

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

Holders
1,355
Holders Change
+31
Holders Change %
+2.34%
% of All Funds
27.78%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.37%
New
124
Increased
546
Reduced
490
Closed
81
Calls
$176M
Puts
$231M
Net Calls
-$55.8M
Net Calls Change
-$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
601
Nomura Holdings
Japan
$1.54M +$1.47M +14,536 New
RWM
602
RBA Wealth Management
California
$1.52M +$736K +7,291 +103%
BCM
603
BTR Capital Management
California
$1.51M +$40.4K +400 +3%
SIP
604
Stoneridge Investment Partners
Pennsylvania
$1.51M +$748K +7,405 +108%
IFWM
605
Institute for Wealth Management
Colorado
$1.5M +$43K +426 +3%
HA
606
HC Advisors
Georgia
$1.49M +$1.42M +14,062 New
SWP
607
Strategic Wealth Partners
Ohio
$1.49M +$158K +1,566 +13%
XWM
608
Xcel Wealth Management
Florida
$1.49M +$353K +3,500 +33%
CA
609
Cetera Advisors
Colorado
$1.48M -$165K -1,637 -10%
FC
610
Forte Capital
New York
$1.47M +$176K +1,746 +14%
YAL
611
Your Advocates Ltd
Texas
$1.47M +$7.07K +70 +0.5%
UCFA
612
United Capital Financial Advisors
Texas
$1.46M -$626K -6,202 -31%
WAM
613
Wealthspire Advisors (Maryland)
Maryland
$1.45M +$28.5K +282 +2%
AWM
614
Avitas Wealth Management
California
$1.45M -$36.9K -365 -3%
ONB
615
Old National Bancorp
Indiana
$1.43M -$287K -2,842 -17%
FMBTD
616
First Midwest Bank Trust Division
Illinois
$1.43M +$202 +2 +0%
DCM
617
Donaldson Capital Management
Indiana
$1.41M -$6.97K -69 -0.5%
FMTC
618
Farmers & Merchants Trust Company
California
$1.41M +$17.2K +170 +1%
SCP
619
Sandhill Capital Partners
New York
$1.4M +$88.3K +875 +7%
CCA
620
Catalyst Capital Advisors
New York
$1.4M -$90.9K -900 -6%
MERSOM
621
Municipal Employees' Retirement System of Michigan
Michigan
$1.4M -$837K -8,290 -39%
RG
622
Rathbones Group
United Kingdom
$1.4M -$121K -1,200 -8%
IBOK
623
Independence Bank of Kentucky
Kentucky
$1.39M +$403K +3,990 +44%
EP
624
Eudaimonia Partners
Tennessee
$1.38M -$27.7K -274 -2%
WAM
625
World Asset Management
Michigan
$1.38M -$560K -5,546 -30%

WM Hedge Fund Activity: Q2 2020 in Review

1,355 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2020, worth a combined $32.9B — up 14% from $29B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new WM positions and 81 closed out — a net gain of 43 holders — while 546 added to existing stakes and 490 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $246M. The largest seller was Osaic Holdings, cutting an estimated $340M.

  • 1,355 institutional investors held Waste Management (WM) as of Q2 2020, up from 1,324 in Q1 2020.
  • Funds reported $32.9B of Waste Management stock for Q2 2020, up 14% quarter-over-quarter.
  • 124 funds opened new Waste Management positions in Q2 2020 and 81 closed out, a net change of +43 holders.
  • The largest Waste Management buyer in Q2 2020 was Nordea Investment Management, an estimated $246M added.
  • The largest Waste Management seller in Q2 2020 was Osaic Holdings, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2020.