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Waste Management

1,282 hedge funds and large institutions have $36.5B invested in Waste Management in 2019 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 483 increasing their positions, 465 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 71

10% more capital invested

Capital invested by funds: $33.1B → $36.5B (+$3.42B)

2% more funds holding

Funds holding: 1,2551,282 (+27)

4% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 465

0.44% less ownership

Funds ownership: 75.07%74.62% (-0.44%)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

27% less call options, than puts

Call options by funds: $162M | Put options by funds: $222M

Holders
1,282
Holders Change
+27
Holders Change %
+2.15%
% of All Funds
27.85%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.74%
New
115
Increased
483
Reduced
465
Closed
71
Calls
$162M
Puts
$222M
Net Calls
-$59.8M
Net Calls Change
-$78.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
676
Realta Investment Advisors
Delaware
$1.02M +$194K +1,785 +25%
NIA
677
Northstar Investment Advisors
Colorado
$1.02M -$53.2K -490 -5%
JFA
678
Johanson Financial Advisors
California
$1.01M +$2.82K +26 +0.3%
AIM
679
Aspen Investment Management
Michigan
$1.01M
EA
680
Elm Advisors
California
$1.01M -$21.7K -200 -2%
RAM
681
Roanoke Asset Management
New Jersey
$1.01M
SA
682
SL Advisors
New Jersey
$1M +$3.25K +30 +0.3%
XWM
683
Xcel Wealth Management
Florida
$1M -$570K -5,250 -38%
BEAM
684
Baker Ellis Asset Management
Washington
$1M
SMM
685
Stadion Money Management
Georgia
$999K -$119K -1,100 -11%
Marshall Wace
686
Marshall Wace
United Kingdom
$998K +$9.77K +90 +1%
DAS
687
Dynamic Advisor Solutions
Arizona
$992K +$30.1K +277 +3%
CPIG
688
Chicago Partners Investment Group
Illinois
$989K +$34.6K +319 +4%
SIC
689
Salem Investment Counselors
North Carolina
$984K +$303K +2,795 +49%
S
690
Seeyond
France
$977K -$683K -6,296 -43%
FWM
691
Frontier Wealth Management
Missouri
$972K +$27.1K +250 +3%
MC
692
Machina Capital
France
$957K -$1.18M -10,911 -57%
PNC
693
Park National Corp
Ohio
$955K -$27.2K -251 -3%
APP
694
Avantax Planning Partners
Iowa
$953K -$4.34K -40 -0.5%
WI
695
Wedgewood Investors
Pennsylvania
$952K -$43.4K -400 -5%
ATC
696
Argent Trust Co
Tennessee
$950K +$37.4K +345 +4%
OBGC
697
O'Brien Greene & Co
Pennsylvania
$946K
IRF
698
IBM Retirement Fund
New York
$942K +$7.92K +73 +0.9%
KRSITF
699
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$940K +$43.1K +397 +5%
CAM
700
Covenant Asset Management
New Jersey
$937K

WM Hedge Fund Activity: Q2 2019 in Review

1,282 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2019, worth a combined $36.5B — up 10% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new WM positions and 71 closed out — a net gain of 44 holders — while 483 added to existing stakes and 465 trimmed.

The largest buyer was Nuveen, adding an estimated $403M. The largest seller was Morgan Stanley, cutting an estimated $184M.

  • 1,282 institutional investors held Waste Management (WM) as of Q2 2019, up from 1,255 in Q1 2019.
  • Funds reported $36.5B of Waste Management stock for Q2 2019, up 10% quarter-over-quarter.
  • 115 funds opened new Waste Management positions in Q2 2019 and 71 closed out, a net change of +44 holders.
  • The largest Waste Management buyer in Q2 2019 was Nuveen, an estimated $403M added.
  • The largest Waste Management seller in Q2 2019 was Morgan Stanley, an estimated $184M sold.

Based on aggregated 13F filings for Q2 2019.