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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
RIA
651
Regal Investment Advisors
Michigan
$58K +$4.37K +100 +8%
PAS
652
Partnervest Advisory Services
California
$55K +$15.3K +351 +40%
CCS
653
Crosspoint Capital Strategies
California
$55K +$57.9K +1,325 New
BFEC
654
Benjamin F. Edwards & Company
Missouri
$49K -$2.88K -66 -6%
WT
655
Whittier Trust
California
$46K -$121K -2,767 -73%
HPBT
656
High Point Bank & Trust
North Carolina
$45K
LFR
657
Lehman Financial Resources
Pennsylvania
$45K
SCG
658
Strategic Capital Group
Washington
$45K
MCM
659
Manchester Capital Management
Vermont
$44K
DOA
660
D'Orazio & Associates
Virginia
$40K +$39.3K +900 New
CFS
661
Community Financial System
New York
$39K
MAM
662
Mizuho Asset Management
Japan
$39K
LNB
663
Ledyard National Bank
$38K -$1.09K -25 -3%
RNS
664
Robert N. Shapiro
$34K -$41.5K -950 -56%
MDCM
665
Morgan Dempsey Capital Management
Wisconsin
$34K
FHA
666
First Horizon Advisors
Tennessee
$33K -$4.89K -112 -13%
NES
667
New England Securities
New York
$33K +$5.02K +115 +19%
FFC
668
First Financial Corp
Indiana
$31K
EFSCE
669
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$2.1K +48 +8%
PMFA
670
Plante Moran Financial Advisors
Michigan
$29K +$480 +11 +2%
DBT
671
Dubuque Bank & Trust
Iowa
$27K
FNBSF
672
First National Bank Sioux Falls
South Dakota
$27K
WCM
673
Wealthcare Capital Management
Virginia
$27K
BOK
674
Bank of Kentucky
Kentucky
$25K -$2.18K -50 -8%
EWM
675
Edge Wealth Management
New York
$25K +$7.64K +175 +47%

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.