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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
TSW
676
Thompson Siegel & Walmsley
Virginia
$20K
Manulife (Manufacturers Life Insurance)
677
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.1K -$2.08M -47,619 -10%
DAM
678
Delta Asset Management
Tennessee
$18K
BC
679
Bartlett & Co
Ohio
$17K
KCPG
680
Kavar Capital Partners Group
Kansas
$17K +$17.5K +400 New
S
681
SignatureFD
Georgia
$15K -$96.4K -2,208 -87%
WIC
682
Willis Investment Counsel
Georgia
$14.1K +$2.61M +59,800 +24%
HR
683
Howe & Rusling
New York
$14K
ST
684
Stifel Trust
Missouri
$14K
ASN
685
Advisory Services Network
Georgia
$14K +$13.4K +306 New
CA
686
CapWealth Advisors
Tennessee
$13K -$45.3K -1,037 -78%
FI
687
FCM Investments
Texas
$13K
M
688
MOTCO
Texas
$13K +$12.2K +280 New
TWM
689
Torch Wealth Management
Ohio
$13K +$13.1K +300 New
VIA
690
Vantage Investment Advisors
Pennsylvania
$13K +$13.1K +300 New
NMIS
691
Northwestern Mutual Investment Services
Wisconsin
$10K +$9.56K +219 New
FIG
692
Fusion Investment Group
Pennsylvania
$10K +$9.7K +222 New
LWA
693
Lenox Wealth Advisors
New York
$9K -$5.2K -119 -38%
ST
694
Smithfield Trust
Pennsylvania
$9K
VCM
695
Vigilant Capital Management
Maine
$9K
PCTC
696
Perkins Coie Trust Company
Washington
$9K +$8.73K +200 New
First Manhattan
697
First Manhattan
New York
$8K -$14.8K -340 -63%
PWAG
698
Polaris Wealth Advisory Group
California
$8K +$7.86K +180 New
TWA
699
TCI Wealth Advisors
Arizona
$7K
WCM
700
Windsor Capital Management
Arizona
$7K +$87 +2 +1%

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.