We are live on ! Find out more
WM icon

Waste Management

851 hedge funds and large institutions have $19.8B invested in Waste Management in 2016 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 323 increasing their positions, 333 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $89.5M | Put options by funds: $55.6M

51% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 51

8% more capital invested

Capital invested by funds: $18.3B → $19.8B (+$1.55B)

2% more funds holding

Funds holding: 833851 (+18)

1.2% more ownership

Funds ownership: 76.45%77.65% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 333

Holders
851
Holders Change
+18
Holders Change %
+2.16%
% of All Funds
22.68%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
77
Increased
323
Reduced
333
Closed
51
Calls
$89.5M
Puts
$55.6M
Net Calls
+$33.9M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
801
Dubuque Bank & Trust
Iowa
$24K -$16.1K -292 -42%
Lazard Asset Management
802
Lazard Asset Management
New York
$23K -$14.7M -265,396 -100%
BC
803
Bartlett & Co
Ohio
$22K
HCP
804
Holt Capital Partners
Texas
$22K +$20.7K +375 New
RFWA
805
RPg Family Wealth Advisory
Massachusetts
$21.2K +$3.31K +60 +20%
VV
806
Verity & Verity
South Carolina
$21K -$17.7K -320 -47%
GAM
807
Gemmer Asset Management
California
$19K -$55 -1 -0.3%
BAM
808
Barrett Asset Management
New York
$18K
FI
809
FCM Investments
Texas
$18K
CK
810
Carnick & Kubik
Colorado
$18K +$16.6K +300 New
M
811
MOTCO
Texas
$17K
GWS
812
Glassman Wealth Services
Virginia
$16K
CFA
813
Carroll Financial Associates
North Carolina
$15K -$16.1K -292 -52%
BGIM
814
Brandywine Global Investment Management
Pennsylvania
$15K +$1.49K +27 +13%
QCG
815
Quadrant Capital Group
Ohio
$15K +$1.77K +32 +11%
ADL
816
Asset Dedication LLC
California
$15K +$13.8K +250 +3,571%
MCM
817
MV Capital Management
Maryland
$14K
S
818
SignatureFD
Georgia
$14K +$1.32K +24 +12%
LWCFA
819
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K +$12K +217 New
CAW
820
Cornerstone Advisors (Washington)
Washington
$12K
AOWM
821
Alpha Omega Wealth Management
Virginia
$12K +$11K +200 New
AFIA
822
America First Investment Advisors
Nebraska
$12K +$11K +200 New
RWA
823
Ropes Wealth Advisors
Massachusetts
$12K +$11K +200 New
CWM
824
Cedar Wealth Management
California
$12K +$11.6K +210 New
First Manhattan
825
First Manhattan
New York
$11K

WM Hedge Fund Activity: Q1 2016 in Review

851 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2016, worth a combined $19.8B — up 8.5% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WM positions and 51 closed out — a net gain of 26 holders — while 323 added to existing stakes and 333 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $348M. The largest seller was Franklin Resources, cutting an estimated $213M.

  • 851 institutional investors held Waste Management (WM) as of Q1 2016, up from 833 in Q4 2015.
  • Funds reported $19.8B of Waste Management stock for Q1 2016, up 8.5% quarter-over-quarter.
  • 77 funds opened new Waste Management positions in Q1 2016 and 51 closed out, a net change of +26 holders.
  • The largest Waste Management buyer in Q1 2016 was Royal London Asset Management, an estimated $348M added.
  • The largest Waste Management seller in Q1 2016 was Franklin Resources, an estimated $213M sold.

Based on aggregated 13F filings for Q1 2016.