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Waste Management
WM

1,737 hedge funds and large institutions have $52B invested in Waste Management in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 623 increasing their positions, 658 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 81

14% more call options, than puts

Call options by funds: $330M | Put options by funds: $290M

3% more funds holding

Funds holding: 1,691 → 1,737 (+46)

0.08% less ownership

Funds ownership: 79.66% → 79.58% (-0.08%)

1% less capital invested

Capital invested by funds: $52.4B → $52B (-$391M)

5% less repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 658

41% less funds holding in top 10

Funds holding in top 10: 58 → 34 (-24)

Holders
1,737
Holders Change
+46
Holders Change %
+2.72%
% of All Funds
27.92%
Holding in Top 10
34
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-41.38%
% of All Funds
0.55%
New
167
Increased
623
Reduced
658
Closed
81
Calls
$330M
Puts
$290M
Net Calls
+$39.8M
Net Calls Change
+$35.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$277M
2
State Street
State Street
Massachusetts
+$109M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$81.4M
4
Swedbank
Swedbank
Sweden
+$75.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$64.5M

Top Sellers

Rank Fund Capital Flow
1
Amundi
Amundi
France
-$136M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$92.6M
3
BlackRock
BlackRock
New York
-$91.8M
4
Prudential Financial
Prudential Financial
New Jersey
-$66.2M
5
N
Nuveen
North Carolina
-$62.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
601
Richard Bernstein Advisors
New York
$2.55M – – –
RWM
602
Ritholtz Wealth Management
New York
$2.55M +$431K +2,676 +20%
PFA
603
Pathway Financial Advisers
Indiana
$2.54M +$2.61M +16,214 New
AWM
604
Apollon Wealth Management
South Carolina
$2.54M +$160K +994 +7%
SWS
605
SYSTM Wealth Solutions
Illinois
$2.54M +$2.6M +16,179 New
NSIM
606
North Star Investment Management
Illinois
$2.53M +$9.65K +60 +0.4%
GP
607
Girard Partners
Pennsylvania
$2.52M +$240K +1,489 +10%
FNBOMD
608
First National Bank of Mount Dora
Florida
$2.52M +$142K +881 +6%
BB
609
Bell Bank
North Dakota
$2.51M -$35.6K -221 -1%
DAS
610
Dynamic Advisor Solutions
Arizona
$2.51M +$435K +2,705 +20%
LBC
611
Lawrence B. Cohen
$2.51M -$12.7K -79 -0.5%
RFM
612
Royal Fund Management
Florida
$2.49M +$98.2K +610 +4%
RMAM
613
Raab & Moskowitz Asset Management
New Jersey
$2.47M -$44.4K -276 -2%
FWCM
614
Ferguson Wellman Capital Management
Oregon
$2.47M +$15K +93 +0.6%
Koshinski Asset Management
615
Koshinski Asset Management
Illinois
$2.47M -$17.1K -106 -0.7%
IC
616
IEQ Capital
California
$2.46M -$581K -3,610 -19%
NFG
617
Northeast Financial Group
Pennsylvania
$2.46M -$620K -3,855 -20%
CWM
618
Compass Wealth Management
Connecticut
$2.45M +$2.52M +15,647 New
BCM
619
Bienville Capital Management
New York
$2.43M – – –
PI
620
Pettee Investors
Connecticut
$2.43M -$193K -1,200 -7%
DL
621
DOHJ LLC
Washington
$2.43M +$26.7K +166 +1%
SAM
622
Strategy Asset Managers
California
$2.42M +$386K +2,398 +18%
MYLI
623
Meiji Yasuda Life Insurance
Japan
$2.42M +$239K +1,488 +11%
BIM
624
Bridgecreek Investment Management
Oklahoma
$2.42M +$24.1K +150 +1%
MGWM
625
Marks Group Wealth Management
Minnesota
$2.41M +$81.9K +509 +3%
23 24
25
26 27

WM Hedge Fund Activity: Q4 2022 in Review

1,737 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2022, worth a combined $52B — down 0.75% from $52.4B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new WM positions and 81 closed out — a net gain of 86 holders — while 623 added to existing stakes and 658 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $277M. The largest seller was Amundi, cutting an estimated $136M.

  • 1,737 institutional investors held Waste Management (WM) as of Q4 2022, up from 1,691 in Q3 2022.
  • Funds reported $52B of Waste Management stock for Q4 2022, down 0.75% quarter-over-quarter.
  • 167 funds opened new Waste Management positions in Q4 2022 and 81 closed out, a net change of +86 holders.
  • The largest Waste Management buyer in Q4 2022 was Morgan Stanley, an estimated $277M added.
  • The largest Waste Management seller in Q4 2022 was Amundi, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2022.