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Waste Management

1,355 hedge funds and large institutions have $32.9B invested in Waste Management in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 546 increasing their positions, 490 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 81

14% more capital invested

Capital invested by funds: $29B → $32.9B (+$3.92B)

11% more repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 490

2% more funds holding

Funds holding: 1,3241,355 (+31)

1.03% less ownership

Funds ownership: 74.69%73.66% (-1%)

24% less call options, than puts

Call options by funds: $176M | Put options by funds: $231M

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

Holders
1,355
Holders Change
+31
Holders Change %
+2.34%
% of All Funds
27.78%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.37%
New
124
Increased
546
Reduced
490
Closed
81
Calls
$176M
Puts
$231M
Net Calls
-$55.8M
Net Calls Change
-$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
776
Sheaff Brock Investment Advisors
Indiana
$762K +$72.4K +717 +11%
TC
777
Truvestments Capital
Florida
$761K -$183K -1,813 -20%
WS
778
Wedbush Securities
California
$756K -$35.2K -349 -5%
ARMT
779
Amica Retiree Medical Trust
Rhode Island
$754K
EWM
780
Evercore Wealth Management
New York
$753K +$4.85K +48 +0.7%
SWP
781
Stratos Wealth Partners
Ohio
$752K +$52.5K +520 +8%
FMC
782
First Merchants Corp
Indiana
$749K
MFG
783
Magnus Financial Group
New York
$743K -$35.9K -356 -5%
YWP
784
YorkBridge Wealth Partners
New York
$742K -$34.7K -344 -5%
NGA
785
Naples Global Advisors
Florida
$742K +$247K +2,451 +54%
MTC
786
McDaniel Terry & Co
Texas
$741K +$353K +3,500 +100%
BCA
787
Bay Colony Advisors
Massachusetts
$733K +$60.6K +600 +9%
CRWM
788
Castle Rock Wealth Management
California
$729K +$431K +4,271 +176%
GHA
789
GW Henssler & Associates
Georgia
$728K -$16.7K -165 -2%
SW
790
SkyOak Wealth
Michigan
$727K +$425K +4,212 +159%
P
791
Pitcairn
Pennsylvania
$726K -$116K -1,148 -14%
CIA
792
Capital Investment Advisors
Georgia
$725K +$272K +2,697 +65%
FAM
793
Fulcrum Asset Management
United Kingdom
$715K +$543K +5,379 New
CCA
794
Checchi Capital Advisers
California
$714K +$24.5K +243 +4%
FHB
795
First Hawaiian Bank
Hawaii
$712K -$156K -1,543 -19%
CBT
796
Central Bank & Trust
Kentucky
$712K +$183K +1,816 +37%
WWM
797
Western Wealth Management
Colorado
$709K +$248K +2,455 +58%
GLA
798
Great Lakes Advisors
Illinois
$706K -$4.49M -44,449 -87%
VWM
799
Valley Wealth Managers
New Jersey
$705K -$68.2K -675 -9%
NPF
800
Norris Perne & French
Michigan
$705K +$101 +1 +0%

WM Hedge Fund Activity: Q2 2020 in Review

1,355 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2020, worth a combined $32.9B — up 14% from $29B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new WM positions and 81 closed out — a net gain of 43 holders — while 546 added to existing stakes and 490 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $246M. The largest seller was Osaic Holdings, cutting an estimated $340M.

  • 1,355 institutional investors held Waste Management (WM) as of Q2 2020, up from 1,324 in Q1 2020.
  • Funds reported $32.9B of Waste Management stock for Q2 2020, up 14% quarter-over-quarter.
  • 124 funds opened new Waste Management positions in Q2 2020 and 81 closed out, a net change of +43 holders.
  • The largest Waste Management buyer in Q2 2020 was Nordea Investment Management, an estimated $246M added.
  • The largest Waste Management seller in Q2 2020 was Osaic Holdings, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2020.