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Waste Management

1,355 hedge funds and large institutions have $32.9B invested in Waste Management in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 546 increasing their positions, 490 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 81

14% more capital invested

Capital invested by funds: $29B → $32.9B (+$3.92B)

11% more repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 490

2% more funds holding

Funds holding: 1,3241,355 (+31)

1.03% less ownership

Funds ownership: 74.69%73.66% (-1%)

24% less call options, than puts

Call options by funds: $176M | Put options by funds: $231M

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

Holders
1,355
Holders Change
+31
Holders Change %
+2.34%
% of All Funds
27.78%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.37%
New
124
Increased
546
Reduced
490
Closed
81
Calls
$176M
Puts
$231M
Net Calls
-$55.8M
Net Calls Change
-$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
851
Kintegral Advisory
New York
$550K
CT
852
Chicago Trust
Illinois
$549K -$40K -396 -7%
FAIM
853
Financial Advocates Investment Management
Washington
$544K +$127K +1,259 +32%
SA
854
SL Advisors
New Jersey
$543K -$31.1K -308 -6%
BHIA
855
Birch Hill Investment Advisors
Massachusetts
$543K +$10.1K +100 +2%
HWA
856
Heritage Wealth Advisors
Virginia
$542K +$42.9K +425 +9%
LNC
857
Lincoln National Corp
Pennsylvania
$542K +$38K +376 +8%
SCP
858
Shorepoint Capital Partners
Massachusetts
$540K +$514K +5,095 New
ACM
859
AlphaCrest Capital Management
New York
$539K -$3.14M -31,085 -86%
VVP
860
Venture Visionary Partners
Ohio
$539K +$2.12K +21 +0.4%
RMC
861
Resources Management Corp
Connecticut
$535K +$122K +1,211 +31%
NFG
862
Next Financial Group
Texas
$534K -$14.7K -146 -3%
RBC
863
Roble Belko & Company
Pennsylvania
$533K
MWM
864
Marietta Wealth Management
Georgia
$532K -$7.67K -76 -1%
BOC
865
Barbara Oil Co
Illinois
$530K
SMH
866
Sanders Morris Harris
Texas
$523K -$666K -6,600 -57%
IWM
867
IHT Wealth Management
Illinois
$523K -$610K -6,037 -55%
SBH
868
Segall Bryant & Hamill
Illinois
$523K -$78.7K -779 -14%
V
869
VeraBank
Texas
$519K
WEPOG
870
Wealth Enhancement & Preservation of GA
Georgia
$517K -$194K -1,920 -28%
Fayez Sarofim & Co
871
Fayez Sarofim & Co
Texas
$510K -$30.3K -300 -6%
GP
872
Geneva Partners
Wisconsin
$509K -$70.2K -695 -13%
AWM
873
Aberdeen Wealth Management
Illinois
$509K +$2.63K +26 +0.5%
AWP
874
Ascent Wealth Partners
New York
$508K -$3.53K -35 -0.7%
BW
875
Bison Wealth
Georgia
$505K +$93.5K +926 +24%

WM Hedge Fund Activity: Q2 2020 in Review

1,355 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2020, worth a combined $32.9B — up 14% from $29B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new WM positions and 81 closed out — a net gain of 43 holders — while 546 added to existing stakes and 490 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $246M. The largest seller was Osaic Holdings, cutting an estimated $340M.

  • 1,355 institutional investors held Waste Management (WM) as of Q2 2020, up from 1,324 in Q1 2020.
  • Funds reported $32.9B of Waste Management stock for Q2 2020, up 14% quarter-over-quarter.
  • 124 funds opened new Waste Management positions in Q2 2020 and 81 closed out, a net change of +43 holders.
  • The largest Waste Management buyer in Q2 2020 was Nordea Investment Management, an estimated $246M added.
  • The largest Waste Management seller in Q2 2020 was Osaic Holdings, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2020.