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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
NED
826
Nancy E. Dempze
$302K
NFG
827
Nations Financial Group
Iowa
$302K +$5.37K +66 +2%
FHB
828
First Hawaiian Bank
Hawaii
$301K +$1.38K +17 +0.5%
NA
829
NewEdge Advisors
Louisiana
$294K +$272K +3,339 New
KWMG
830
King Wealth Management Group
Florida
$292K +$3.42K +42 +1%
AWM
831
Avior Wealth Management
Nebraska
$288K +$271K +3,335 New
NFG
832
Next Financial Group
Texas
$287K +$9.52K +117 +4%
VCA
833
Verdence Capital Advisors
Maryland
$286K +$270K +3,313 New
MMPW
834
Mitchell McLeod Pugh & Williams
Alabama
$282K +$10.3K +127 +4%
BFEC
835
Benjamin F. Edwards & Company
Missouri
$282K +$18.5K +227 +7%
PAA
836
Peregrine Asset Advisers
Oregon
$280K +$265K +3,250 New
SFA
837
Sequoia Financial Advisors
Ohio
$278K +$263K +3,227 New
KFS
838
Kurt F. Somerville
$272K +$2.04K +25 +0.8%
TCM
839
Tradition Capital Management
New Jersey
$271K
CIA
840
Choate Investment Advisors
Massachusetts
$271K
GP
841
GLG Partners
United Kingdom
$266K +$251K +3,082 New
AA
842
ALPS Advisors
Colorado
$265K -$61.4K -754 -20%
BFO
843
Biltmore Family Office
North Carolina
$265K +$250K +3,072 New
MHC
844
Meyer Handelman Company
New York
$259K
LC
845
Lourd Capital
California
$256K +$242K +2,970 New
BA
846
BKS Advisors
Michigan
$255K -$16.3K -200 -6%
FNT
847
First Nebraska Trust
Nebraska
$253K -$3.34K -41 -1%
SSG
848
Summit Securities Group
New York
$250K
PA
849
Probity Advisors
Texas
$249K -$72.1K -886 -23%
EIM
850
Essex Investment Management
Massachusetts
$248K

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.