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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
SIAG
626
Signet Investment Advisory Group
Rhode Island
$2.41M +$4.83K +30 +0.2%
SFG
627
Summit Financial Group
West Virginia
$2.4M – – –
BW
628
Bison Wealth
Georgia
$2.39M -$42.2K -262 -2%
BFG
629
Bleakley Financial Group
New Jersey
$2.38M +$2.44M +15,173 New
WAS
630
Wesleyan Assurance Society
United Kingdom
$2.37M – – –
AA
631
ALPS Advisors
Colorado
$2.36M -$95.6K -594 -4%
SSA
632
Schonfeld Strategic Advisors
New York
$2.34M -$279K -1,732 -10%
RP
633
Rowlandmiller & Partners
Georgia
$2.33M +$113K +700 +5%
WAP
634
Wealthcare Advisory Partners
Pennsylvania
$2.33M +$37K +230 +2%
Assenagon Asset Management
635
Assenagon Asset Management
Luxembourg
$2.25M -$52.3M -324,996 -96%
BIM
636
Baldwin Investment Management
Pennsylvania
$2.24M -$70.8K -440 -3%
CT
637
Clearstead Trust
Maine
$2.24M +$1.39M +8,619 +153%
MPPW
638
Mitchell & Pahl Private Wealth
Oklahoma
$2.24M -$2.58K -16 -0.1%
TFA
639
Toth Financial Advisory
Virginia
$2.21M +$281K +1,746 +14%
CCWA
640
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.19M +$2.25M +13,956 New
ASBI
641
American State Bank (Iowa)
Iowa
$2.18M +$22.5K +140 +1%
MCCP
642
Mission Creek Capital Partners
California
$2.16M -$33.8K -210 -1%
HA
643
Herold Advisors
New York
$2.16M -$6.28K -39 -0.3%
GWMI
644
Guardian Wealth Management (Illinois)
Illinois
$2.16M -$7.08K -44 -0.3%
HCA
645
Harbour Capital Advisors
Virginia
$2.14M -$70.6K -439 -3%
HCM
646
HMS Capital Management
Tennessee
$2.13M -$98K -609 -4%
BONH
647
Bank of New Hampshire
New Hampshire
$2.13M -$71K -441 -3%
KRSITF
648
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.12M – – –
VIA
649
Vident Investment Advisory
Georgia
$2.11M +$383K +2,381 +21%
V
650
Veritable
Delaware
$2.11M +$57K +354 +3%
24 25
26
27 28

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.