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Waste Management

1,080 hedge funds and large institutions have $28.5B invested in Waste Management in 2017 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 342 increasing their positions, 379 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 43

91% more call options, than puts

Call options by funds: $314M | Put options by funds: $164M

42% more funds holding in top 10

Funds holding in top 10: 1927 (+8)

13% more funds holding

Funds holding: 9581,080 (+122)

10% more capital invested

Capital invested by funds: $25.9B → $28.5B (+$2.62B)

1.22% more ownership

Funds ownership: 75.11%76.33% (+1.2%)

10% less repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 379

Holders
1,080
Holders Change
+122
Holders Change %
+12.73%
% of All Funds
24.5%
Holding in Top 10
27
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+42.11%
% of All Funds
0.61%
New
173
Increased
342
Reduced
379
Closed
43
Calls
$314M
Puts
$164M
Net Calls
+$150M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
NERM
801
New England Research & Management
Illinois
$332K
BFM
802
Boston Financial Management
Massachusetts
$330K
CT
803
Clearstead Trust
Maine
$330K
FA
804
FDx Advisors
Illinois
$329K +$36.1K +443 +13%
FMLI
805
Fukoku Mutual Life Insurance
Japan
$328K
ADBIC
806
A.D. Beadell Investment Counsel
Wisconsin
$327K
SC
807
SouthState Corp
Florida
$326K +$308K +3,778 New
BIM
808
Bridges Investment Management
Nebraska
$325K +$6.11K +75 +2%
WT
809
Whittier Trust
California
$324K +$18.1K +222 +6%
EA
810
Edge Advisors
Georgia
$320K +$2.36K +29 +0.8%
IIM
811
Ipswich Investment Management
Massachusetts
$319K
GWM
812
Geneos Wealth Management
Colorado
$319K +$109K +1,345 +57%
FLI
813
Family Legacy Inc
South Carolina
$319K +$301K +3,692 New
CG
814
Colony Group
Massachusetts
$318K +$2.44K +30 +0.8%
HFS
815
HL Financial Services
Kentucky
$318K +$8.14K +100 +3%
BW
816
Bison Wealth
Georgia
$315K -$2.93K -36 -1%
OC
817
Oakworth Capital
Alabama
$312K +$52.2K +641 +20%
WKWM
818
Walter & Keenan Wealth Management
Indiana
$311K
LWAC
819
Laurel Wealth Advisors (California)
California
$310K +$293K +3,597 New
BRM
820
Boston Research & Management
Massachusetts
$308K -$8.96K -110 -3%
HH
821
Hilltop Holdings
Texas
$305K +$12.9K +159 +5%
TL
822
TrueWealth LLC
Georgia
$304K +$287K +3,524 New
IA
823
IFG Advisory
Georgia
$303K +$286K +3,516 New
ID
824
Integral Derivatives
New York
$303K +$286K +3,516 New
MTC
825
McDaniel Terry & Co
Texas
$302K

WM Hedge Fund Activity: Q4 2017 in Review

1,080 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2017, worth a combined $28.5B — up 10% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new WM positions and 43 closed out — a net gain of 130 holders — while 342 added to existing stakes and 379 trimmed.

The largest buyer was APG Asset Management, adding an estimated $147M. The largest seller was Capital World Investors, cutting an estimated $260M.

  • 1,080 institutional investors held Waste Management (WM) as of Q4 2017, up from 958 in Q3 2017.
  • Funds reported $28.5B of Waste Management stock for Q4 2017, up 10% quarter-over-quarter.
  • 173 funds opened new Waste Management positions in Q4 2017 and 43 closed out, a net change of +130 holders.
  • The largest Waste Management buyer in Q4 2017 was APG Asset Management, an estimated $147M added.
  • The largest Waste Management seller in Q4 2017 was Capital World Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2017.