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Waste Management

1,255 hedge funds and large institutions have $33.1B invested in Waste Management in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 434 increasing their positions, 474 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 69

18% more capital invested

Capital invested by funds: $28.1B → $33.1B (+$4.93B)

15% more call options, than puts

Call options by funds: $149M | Put options by funds: $130M

6% more funds holding

Funds holding: 1,1891,255 (+66)

0.58% less ownership

Funds ownership: 75.65%75.07% (-0.58%)

8% less repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 474

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

Holders
1,255
Holders Change
+66
Holders Change %
+5.55%
% of All Funds
27.16%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.76%
New
144
Increased
434
Reduced
474
Closed
69
Calls
$149M
Puts
$130M
Net Calls
+$19M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
876
Hobart Private Capital
North Carolina
$385K +$14.7K +151 +4%
CWM
877
Confluence Wealth Management
Oregon
$383K +$41.8K +428 +13%
AWM
878
Avior Wealth Management
Nebraska
$382K
LNB
879
Ledyard National Bank
$380K -$102K -1,050 -22%
FLI
880
Family Legacy Inc
South Carolina
$376K -$11.7K -120 -3%
BW
881
Bison Wealth
Georgia
$376K
PFS
882
Prospera Financial Services
Texas
$375K +$65.7K +673 +22%
ECG
883
Edge Capital Group
Georgia
$374K -$976 -10 -0.3%
NIC
884
Northwest Investment Counselors
Oregon
$374K
SFSIG
885
San Francisco Sentry Investment Group
California
$373K +$76.1K +780 +28%
CBU
886
CIBC Bank USA
Illinois
$372K +$4.88K +50 +1%
MA
887
Mutual Advisors
Nebraska
$372K +$23.9K +245 +7%
BRM
888
Boston Research & Management
Massachusetts
$371K
BIM
889
Bridges Investment Management
Nebraska
$371K +$3.42K +35 +1%
ECM
890
Estabrook Capital Management
New York
$368K -$5.86K -60 -2%
CWM
891
Cornerstone Wealth Management
Missouri
$368K +$220K +2,252 New
OWA
892
Outlook Wealth Advisors
Texas
$366K +$279K +2,863 +435%
PAS
893
Park Avenue Securities
New York
$364K -$176K -1,804 -34%
MTC
894
McDaniel Terry & Co
Texas
$364K
TCM
895
Tuttle Capital Management
Connecticut
$362K +$339K +3,479 New
SWMG
896
Strategic Wealth Management Group
Maryland
$361K
GP
897
Girard Partners
Pennsylvania
$361K +$98 +1 +0%
SFP
898
Shepherd Financial Partners
Massachusetts
$361K +$9.95K +102 +3%
AWA
899
Arete Wealth Advisors
Illinois
$358K -$234K -2,403 -41%
NERM
900
New England Research & Management
Illinois
$358K

WM Hedge Fund Activity: Q1 2019 in Review

1,255 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2019, worth a combined $33.1B — up 18% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new WM positions and 69 closed out — a net gain of 75 holders — while 434 added to existing stakes and 474 trimmed.

The largest buyer was Ameriprise, adding an estimated $99.7M. The largest seller was Adage Capital Partners, cutting an estimated $136M.

  • 1,255 institutional investors held Waste Management (WM) as of Q1 2019, up from 1,189 in Q4 2018.
  • Funds reported $33.1B of Waste Management stock for Q1 2019, up 18% quarter-over-quarter.
  • 144 funds opened new Waste Management positions in Q1 2019 and 69 closed out, a net change of +75 holders.
  • The largest Waste Management buyer in Q1 2019 was Ameriprise, an estimated $99.7M added.
  • The largest Waste Management seller in Q1 2019 was Adage Capital Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2019.