We are live on ! Find out more
WM icon

Waste Management

877 hedge funds and large institutions have $23.1B invested in Waste Management in 2016 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 335 increasing their positions, 319 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 46

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

36% more call options, than puts

Call options by funds: $117M | Put options by funds: $86.3M

17% more capital invested

Capital invested by funds: $19.8B → $23.1B (+$3.32B)

3% more funds holding

Funds holding: 851877 (+26)

5% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 319

0.82% more ownership

Funds ownership: 77.65%78.47% (+0.82%)

Holders
877
Holders Change
+26
Holders Change %
+3.06%
% of All Funds
23.4%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.72%
New
83
Increased
335
Reduced
319
Closed
46
Calls
$117M
Puts
$86.3M
Net Calls
+$31.1M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
776
Advantage Investment Management
Iowa
$120K +$2.72K +45 +3%
FIB
777
First Interstate Bank
Montana
$113K
KF
778
Krilogy Financial
Missouri
$113K
MSFP
779
Mark Sheptoff Financial Planning
Connecticut
$113K
HI
780
Hudock Inc
Pennsylvania
$113K +$665 +11 +0.6%
SNT
781
Security National Trust
West Virginia
$106K -$72.5K -1,200 -43%
AC
782
Alexandria Capital
Virginia
$105K +$2.48K +41 +3%
PFBT
783
Parkside Financial Bank & Trust
Missouri
$103K -$84.6K -1,400 -47%
GLI
784
Guardian Life Insurance
New York
$103K +$1.09K +18 +1%
AWM
785
AllSquare Wealth Management
New York
$102K
BAM
786
Bruderman Asset Management
New York
$99K +$181 +3 +0.2%
NYLT
787
New York Life Trust
New York
$98K -$34.8K -576 -28%
BFEC
788
Benjamin F. Edwards & Company
Missouri
$97K -$7.37K -122 -8%
PMFA
789
Plante Moran Financial Advisors
Michigan
$89K +$35.5K +587 +78%
WP
790
WealthPLAN Partners
Nebraska
$88.3K +$174K +2,880 New
GXMC
791
Global X Management Company
New York
$87K +$33K +546 +72%
SWA
792
Sutton Wealth Advisors
Florida
$85.2K -$121 -2 -0.2%
PIM
793
Parasol Investment Management
Illinois
$85K
VFA
794
Virtus Fund Advisers
Connecticut
$85K
ZB
795
Zions Bancorporation
Utah
$83K
HR
796
Howe & Rusling
New York
$81K +$8.76K +145 +13%
VWM
797
Valley Wealth Managers
New Jersey
$79K +$72.5K +1,200 New
SAMC
798
Shinko Asset Management Company
Japan
$77K
WAM
799
Wealthspire Advisors (Maryland)
Maryland
$76K -$68.5K -1,133 -50%
RCM
800
Riverhead Capital Management
Delaware
$74K -$10.7M -176,303 -98%

WM Hedge Fund Activity: Q2 2016 in Review

877 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2016, worth a combined $23.1B — up 17% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WM positions and 46 closed out — a net gain of 37 holders — while 335 added to existing stakes and 319 trimmed.

The largest buyer was Macquarie Group, adding an estimated $686M. The largest seller was Royal London Asset Management, cutting an estimated $381M.

  • 877 institutional investors held Waste Management (WM) as of Q2 2016, up from 851 in Q1 2016.
  • Funds reported $23.1B of Waste Management stock for Q2 2016, up 17% quarter-over-quarter.
  • 83 funds opened new Waste Management positions in Q2 2016 and 46 closed out, a net change of +37 holders.
  • The largest Waste Management buyer in Q2 2016 was Macquarie Group, an estimated $686M added.
  • The largest Waste Management seller in Q2 2016 was Royal London Asset Management, an estimated $381M sold.

Based on aggregated 13F filings for Q2 2016.