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Waste Management

1,282 hedge funds and large institutions have $36.5B invested in Waste Management in 2019 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 483 increasing their positions, 465 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 71

10% more capital invested

Capital invested by funds: $33.1B → $36.5B (+$3.42B)

2% more funds holding

Funds holding: 1,2551,282 (+27)

4% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 465

0.44% less ownership

Funds ownership: 75.07%74.62% (-0.44%)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

27% less call options, than puts

Call options by funds: $162M | Put options by funds: $222M

Holders
1,282
Holders Change
+27
Holders Change %
+2.15%
% of All Funds
27.85%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.74%
New
115
Increased
483
Reduced
465
Closed
71
Calls
$162M
Puts
$222M
Net Calls
-$59.8M
Net Calls Change
-$78.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
851
Summit Wealth & Retirement Planning
California
$502K
SMFS
852
Squar Milner Financial Services
California
$500K +$245K +2,262 +109%
PI
853
PFS Investments
Georgia
$500K +$466K +4,294 New
CIA
854
Capital Investment Advisors
Georgia
$493K -$46.5K -429 -9%
SMC
855
Smith, Moore & Co
Missouri
$493K
RI
856
Ridgewood Investments
New Jersey
$491K
MWP
857
MYCIO Wealth Partners
Pennsylvania
$491K +$651 +6 +0.1%
CBT
858
Central Bank & Trust
Kentucky
$491K +$7.49K +69 +2%
GP
859
Girard Partners
Pennsylvania
$491K +$85.4K +787 +23%
Fisher Asset Management
860
Fisher Asset Management
Washington
$490K +$164K +1,509 +55%
ET
861
Equitable Trust
Tennessee
$485K +$8.25K +76 +2%
FMTCOCP
862
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$483K
GPA
863
Garrison Point Advisors
California
$482K +$454K +4,180 New
WA
864
WESPAC Advisors
California
$481K +$111K +1,022 +32%
SAM
865
Symphony Asset Management
California
$481K +$136K +1,250 +43%
LIC
866
Lodestar Investment Counsel
Illinois
$479K
IWS
867
Insight Wealth Strategies
California
$478K +$3.04K +28 +0.7%
DAC
868
Dividend Assets Capital
South Carolina
$478K +$11.4K +105 +3%
Rockefeller Capital Management
869
Rockefeller Capital Management
New York
$475K +$114K +1,048 +34%
FLI
870
Family Legacy Inc
South Carolina
$474K +$46.2K +426 +12%
IIM
871
Ipswich Investment Management
Massachusetts
$467K
LW
872
Linscomb Wealth
Texas
$466K -$40.7K -375 -8%
HPC
873
Hobart Private Capital
North Carolina
$465K +$35.2K +324 +9%
LNB
874
Ledyard National Bank
$463K +$38K +350 +10%
HH
875
Hilltop Holdings
Texas
$459K +$61.4K +566 +17%

WM Hedge Fund Activity: Q2 2019 in Review

1,282 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2019, worth a combined $36.5B — up 10% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new WM positions and 71 closed out — a net gain of 44 holders — while 483 added to existing stakes and 465 trimmed.

The largest buyer was Nuveen, adding an estimated $403M. The largest seller was Morgan Stanley, cutting an estimated $184M.

  • 1,282 institutional investors held Waste Management (WM) as of Q2 2019, up from 1,255 in Q1 2019.
  • Funds reported $36.5B of Waste Management stock for Q2 2019, up 10% quarter-over-quarter.
  • 115 funds opened new Waste Management positions in Q2 2019 and 71 closed out, a net change of +44 holders.
  • The largest Waste Management buyer in Q2 2019 was Nuveen, an estimated $403M added.
  • The largest Waste Management seller in Q2 2019 was Morgan Stanley, an estimated $184M sold.

Based on aggregated 13F filings for Q2 2019.