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Waste Management

938 hedge funds and large institutions have $23.7B invested in Waste Management in 2016 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 309 increasing their positions, 359 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 51

92% more funds holding in top 10

Funds holding in top 10: 1325 (+12)

14% more capital invested

Capital invested by funds: $20.8B → $23.7B (+$2.91B)

7% more funds holding

Funds holding: 875938 (+63)

0.62% more ownership

Funds ownership: 74.94%75.56% (+0.62%)

14% less repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 359

23% less call options, than puts

Call options by funds: $115M | Put options by funds: $149M

Holders
938
Holders Change
+63
Holders Change %
+7.2%
% of All Funds
23.45%
Holding in Top 10
25
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+92.31%
% of All Funds
0.63%
New
128
Increased
309
Reduced
359
Closed
51
Calls
$115M
Puts
$149M
Net Calls
-$34M
Net Calls Change
-$47M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
826
Oakworth Capital
Alabama
$134K +$76.6K +1,145 +146%
CPA
827
Clear Perspective Advisors
Illinois
$133K +$125K +1,875 New
HI
828
Hudock Inc
Pennsylvania
$123K +$669 +10 +0.6%
FHA
829
First Horizon Advisors
Tennessee
$121K
MSFP
830
Mark Sheptoff Financial Planning
Connecticut
$121K
CCM
831
Cribstone Capital Management
Maine
$118K
GEA
832
Glen Eagle Advisors
New Jersey
$115K +$108K +1,618 New
AC
833
Alexandria Capital
Virginia
$112K -$103K -1,542 -49%
FIB
834
First Interstate Bank
Montana
$112K
AWM
835
AllSquare Wealth Management
New York
$110K
GLI
836
Guardian Life Insurance
New York
$110K
PFBT
837
Parkside Financial Bank & Trust
Missouri
$110K
SFG
838
SevenBridge Financial Group
Pennsylvania
$107K
BAM
839
Bruderman Asset Management
New York
$106K +$201 +3 +0.2%
WTB
840
Washington Trust Bank
Washington
$101K +$91.8K +1,372 +2,325%
NYLT
841
New York Life Trust
New York
$98K +$9.43K +141 +11%
BFEC
842
Benjamin F. Edwards & Company
Missouri
$96K -$12.7K -190 -12%
QCG
843
Quadrant Capital Group
Ohio
$92K +$66.9K +1,000 +289%
PA
844
Parallel Advisors
California
$92K +$86.5K +1,294 New
SWA
845
Sutton Wealth Advisors
Florida
$91.2K
PIM
846
Parasol Investment Management
Illinois
$91K
ZB
847
Zions Bancorporation
Utah
$87K
VWM
848
Valley Wealth Managers
New Jersey
$87K +$1.74K +26 +2%
BCM
849
Basswood Capital Management
New York
$85K +$80.1K +1,198 New
KF
850
Krilogy Financial
Missouri
$82K -$50.2K -750 -39%

WM Hedge Fund Activity: Q4 2016 in Review

938 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2016, worth a combined $23.7B — up 14% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new WM positions and 51 closed out — a net gain of 77 holders — while 309 added to existing stakes and 359 trimmed.

The largest buyer was Wells Fargo, adding an estimated $174M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $220M.

  • 938 institutional investors held Waste Management (WM) as of Q4 2016, up from 875 in Q3 2016.
  • Funds reported $23.7B of Waste Management stock for Q4 2016, up 14% quarter-over-quarter.
  • 128 funds opened new Waste Management positions in Q4 2016 and 51 closed out, a net change of +77 holders.
  • The largest Waste Management buyer in Q4 2016 was Wells Fargo, an estimated $174M added.
  • The largest Waste Management seller in Q4 2016 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $220M sold.

Based on aggregated 13F filings for Q4 2016.