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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
OIA
876
Optimum Investment Advisors
Illinois
$220K +$208K +2,550 New
JCM
877
Janney Capital Management
Pennsylvania
$220K +$208K +2,560 New
VHAM
878
Van Hulzen Asset Management
California
$218K +$205K +2,524 New
PFM
879
Parsec Financial Management
North Carolina
$217K +$205K +2,520 New
BAM
880
Brave Asset Management
New Jersey
$216K +$204K +2,500 New
PL
881
Parthenon LLC
Kentucky
$216K +$204K +2,500 New
BAS
882
Brown Advisory Securities
Maryland
$215K +$201K +2,469 New
WB
883
WesBanco Bank
West Virginia
$215K +$203K +2,495 New
Fisher Asset Management
884
Fisher Asset Management
Washington
$215K +$203K +2,496 New
ST
885
Sabal Trust
Florida
$214K -$9.12K -112 -4%
BOS
886
Bank of Stockton
California
$212K +$201K +2,470 New
WDA
887
Wendell David Associates
New Hampshire
$211K -$13.5K -166 -6%
JIC
888
Joel Isaacson & Co
New York
$211K +$199K +2,450 New
MLFP
889
MPS Loria Financial Planners
Illinois
$210K +$198K +2,428 New
DWM
890
Doyle Wealth Management
Florida
$210K +$198K +2,430 New
CCT
891
Country Club Trust
Missouri
$210K +$198K +2,435 New
IWM
892
IHT Wealth Management
Illinois
$209K +$12.2K +150 +7%
DBIA
893
Dumont & Blake Investment Advisors
New Jersey
$209K +$197K +2,425 New
FIM
894
Freedom Investment Management
Connecticut
$208K +$196K +2,406 New
BTW
895
Boston Trust Walden
Massachusetts
$208K +$196K +2,407 New
MWP
896
MYCIO Wealth Partners
Pennsylvania
$207K +$195K +2,395 New
HCA
897
Horan Capital Advisors
Ohio
$205K
FAIM
898
Financial Advocates Investment Management
Washington
$204K +$192K +2,362 New
CPA
899
Court Place Advisors
Maryland
$204K +$192K +2,364 New
GIM
900
Goelzer Investment Management
Indiana
$203K -$97.7K -1,200 -34%

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.