We are live on ! Find out more
WM icon

Waste Management

1,305 hedge funds and large institutions have $36B invested in Waste Management in 2019 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 494 increasing their positions, 474 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 68

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

2% more funds holding

Funds holding: 1,2821,305 (+23)

4% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 474

0.66% less ownership

Funds ownership: 74.62%73.96% (-0.66%)

1% less capital invested

Capital invested by funds: $36.5B → $36B (-$444M)

34% less call options, than puts

Call options by funds: $147M | Put options by funds: $221M

Holders
1,305
Holders Change
+23
Holders Change %
+1.79%
% of All Funds
28.61%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.81%
New
102
Increased
494
Reduced
474
Closed
68
Calls
$147M
Puts
$221M
Net Calls
-$74.3M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HB
701
Homrich & Berg
Georgia
$1.05M -$2.34K -20 -0.2%
TA
702
TCG Advisors
Texas
$1.05M +$128K +1,100 +14%
NEIRG
703
New England Investment & Retirement Group
Massachusetts
$1.05M +$1.07M +9,139 New
GAM
704
Griffin Asset Management
New York
$1.05M +$4.67K +40 +0.4%
SIC
705
Salem Investment Counselors
North Carolina
$1.05M +$66.8K +572 +7%
IWM
706
IHT Wealth Management
Illinois
$1.05M +$209K +1,789 +24%
BPA
707
Beacon Pointe Advisors
California
$1.04M -$26.7K -229 -2%
BCWM
708
Blue Chip Wealth Management
Florida
$1.04M +$107K +917 +11%
SM
709
Sciencast Management
New Jersey
$1.04M -$584K -5,000 -36%
AIM
710
Aspen Investment Management
Michigan
$1.03M +$25.1K +215 +2%
CH
711
Canton Hathaway
Rhode Island
$1.03M
FFWA
712
FRG Family Wealth Advisors
Washington
$1.01M -$105K -899 -9%
JFA
713
Johanson Financial Advisors
California
$1.01M -$701 -6 -0.1%
EA
714
Elm Advisors
California
$997K -$11.7K -100 -1%
DAS
715
Dynamic Advisor Solutions
Arizona
$992K +$3.27K +28 +0.3%
BEAM
716
Baker Ellis Asset Management
Washington
$987K -$11.7K -100 -1%
GCP
717
GSA Capital Partners
United Kingdom
$987K +$1M +8,586 New
FPS
718
Fieldpoint Private Securities
Connecticut
$985K -$45K -385 -4%
VCAM
719
Van Cleef Asset Management
Ohio
$978K -$245K -2,094 -20%
APP
720
Avantax Planning Partners
Iowa
$978K +$41.6K +356 +4%
FWM
721
Frontier Wealth Management
Missouri
$969K +$117 +1 +0%
PI
722
PFS Investments
Georgia
$969K +$482K +4,128 +96%
CPIG
723
Chicago Partners Investment Group
Illinois
$962K +$6.07K +52 +0.6%
NPF
724
Norris Perne & French
Michigan
$960K -$111K -949 -10%
OBGC
725
O'Brien Greene & Co
Pennsylvania
$943K

WM Hedge Fund Activity: Q3 2019 in Review

1,305 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q3 2019, worth a combined $36B — down 1.2% from $36.5B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WM positions and 68 closed out — a net gain of 34 holders — while 494 added to existing stakes and 474 trimmed.

The largest buyer was BlackRock, adding an estimated $175M. The largest seller was Wellington Management Group, cutting an estimated $239M.

  • 1,305 institutional investors held Waste Management (WM) as of Q3 2019, up from 1,282 in Q2 2019.
  • Funds reported $36B of Waste Management stock for Q3 2019, down 1.2% quarter-over-quarter.
  • 102 funds opened new Waste Management positions in Q3 2019 and 68 closed out, a net change of +34 holders.
  • The largest Waste Management buyer in Q3 2019 was BlackRock, an estimated $175M added.
  • The largest Waste Management seller in Q3 2019 was Wellington Management Group, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2019.