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Waste Management

759 hedge funds and large institutions have $18.7B invested in Waste Management in 2014 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 268 increasing their positions, 270 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

27% more call options, than puts

Call options by funds: $128M | Put options by funds: $101M

7% more capital invested

Capital invested by funds: $17.5B → $18.7B (+$1.17B)

6% more funds holding

Funds holding: 716759 (+43)

0.56% more ownership

Funds ownership: 78.93%79.49% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 270

Holders
759
Holders Change
+43
Holders Change %
+6.01%
% of All Funds
20.24%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
91
Increased
268
Reduced
270
Closed
37
Calls
$128M
Puts
$101M
Net Calls
+$27.2M
Net Calls Change
+$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
676
Regal Investment Advisors
Michigan
$92K
SNT
677
Security National Trust
West Virginia
$92K
MAM
678
Mizuho Asset Management
Japan
$92K +$25.5K +523 +41%
VFA
679
Virtus Fund Advisers
Connecticut
$91K
KTC
680
Kistler-Tiffany Companies
Pennsylvania
$88K -$7.16K -147 -8%
MSFP
681
Mark Sheptoff Financial Planning
Connecticut
$88K
HI
682
Hudock Inc
Pennsylvania
$86K
TRCT
683
Tower Research Capital (TRC)
New York
$86K +$68.6K +1,409 +546%
GAM
684
Gemmer Asset Management
California
$85K +$49 +1 +0.1%
AWM
685
AllSquare Wealth Management
New York
$79K +$75.2K +1,545 New
BFEC
686
Benjamin F. Edwards & Company
Missouri
$77K -$9.35K -192 -11%
SAMC
687
Shinko Asset Management Company
Japan
$76K -$9.74K -200 -12%
CCS
688
Crosspoint Capital Strategies
California
$68K
NIMI
689
Natixis Investment Managers International
France
$64K +$60.9K +1,251 New
SFWA
690
Summit Financial Wealth Advisors
Louisiana
$62K +$58.7K +1,205 New
MCM
691
Manchester Capital Management
Vermont
$58K
MIP
692
Mondrian Investment Partners
United Kingdom
$56K
HPBT
693
High Point Bank & Trust
North Carolina
$51K
LNB
694
Ledyard National Bank
$51K
DAM
695
Delta Asset Management
Tennessee
$49K +$2.97K +61 +7%
SIG
696
Stanford Investment Group
California
$46K +$43.8K +900 New
CB
697
Community Bank
New York
$45K +$42.6K +875 New
PMFA
698
Plante Moran Financial Advisors
Michigan
$42K -$38.9K -799 -50%
WT
699
Whittier Trust
California
$41K
IMS
700
Index Management Solutions
Pennsylvania
$40K -$501K -10,293 -93%

WM Hedge Fund Activity: Q4 2014 in Review

759 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2014, worth a combined $18.7B — up 6.7% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WM positions and 37 closed out — a net gain of 54 holders — while 268 added to existing stakes and 270 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $172M. The largest seller was American International Group, cutting an estimated $301M.

  • 759 institutional investors held Waste Management (WM) as of Q4 2014, up from 716 in Q3 2014.
  • Funds reported $18.7B of Waste Management stock for Q4 2014, up 6.7% quarter-over-quarter.
  • 91 funds opened new Waste Management positions in Q4 2014 and 37 closed out, a net change of +54 holders.
  • The largest Waste Management buyer in Q4 2014 was Deutsche Bank, an estimated $172M added.
  • The largest Waste Management seller in Q4 2014 was American International Group, an estimated $301M sold.

Based on aggregated 13F filings for Q4 2014.