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Waste Management

1,305 hedge funds and large institutions have $36B invested in Waste Management in 2019 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 494 increasing their positions, 474 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 68

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

2% more funds holding

Funds holding: 1,2821,305 (+23)

4% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 474

0.66% less ownership

Funds ownership: 74.62%73.96% (-0.66%)

1% less capital invested

Capital invested by funds: $36.5B → $36B (-$444M)

34% less call options, than puts

Call options by funds: $147M | Put options by funds: $221M

Holders
1,305
Holders Change
+23
Holders Change %
+1.79%
% of All Funds
28.61%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.81%
New
102
Increased
494
Reduced
474
Closed
68
Calls
$147M
Puts
$221M
Net Calls
-$74.3M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
876
Geneos Wealth Management
Colorado
$515K -$33.6K -288 -6%
EH
877
Employers Holdings
Nevada
$515K +$220K +1,880 +72%
IWS
878
Insight Wealth Strategies
California
$510K +$34.7K +297 +7%
SAM
879
Silvercrest Asset Management
New York
$509K
SS
880
Sunbelt Securities
Texas
$508K +$515K +4,413 New
BP
881
Ballentine Partners
Massachusetts
$507K
BSW
882
Buckingham Strategic Wealth
Missouri
$506K -$29.2K -250 -5%
FMWA
883
Forvis Mazars Wealth Advisors
Missouri
$506K -$4.2K -36 -0.8%
KFA
884
Krane Funds Advisors
New York
$506K +$488K +4,182 +1,892%
CFB
885
Cullen/Frost Bankers
Texas
$505K +$5.02K +43 +1%
NNP
886
Nachman Norwood & Parrott
South Carolina
$501K
SWRP
887
Summit Wealth & Retirement Planning
California
$500K
SMFS
888
Squar Milner Financial Services
California
$497K +$6.66K +57 +1%
DAC
889
Dividend Assets Capital
South Carolina
$495K +$19.3K +165 +4%
WWM
890
Western Wealth Management
Colorado
$493K -$7.47K -64 -1%
RI
891
Ridgewood Investments
New Jersey
$493K +$4.09K +35 +0.8%
CRWM
892
Castle Rock Wealth Management
California
$492K -$18.3K -157 -3%
TC
893
TAP Consulting
Missouri
$492K +$500K +4,278 New
WC
894
Whitney & Co
New York
$490K
VFA
895
Valeo Financial Advisors
Indiana
$487K -$102K -874 -17%
GCMG
896
Gyroscope Capital Management Group
Florida
$485K +$80.6K +690 +20%
CL
897
Choreo LLC
Illinois
$484K +$28.8K +247 +6%
PSP
898
Principal Street Partners
Tennessee
$484K +$492K +4,210 New
ET
899
Equitable Trust
Tennessee
$483K
RSWM
900
Robertson Stephens Wealth Management
California
$483K +$490K +4,200 New

WM Hedge Fund Activity: Q3 2019 in Review

1,305 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q3 2019, worth a combined $36B — down 1.2% from $36.5B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WM positions and 68 closed out — a net gain of 34 holders — while 494 added to existing stakes and 474 trimmed.

The largest buyer was BlackRock, adding an estimated $175M. The largest seller was Wellington Management Group, cutting an estimated $239M.

  • 1,305 institutional investors held Waste Management (WM) as of Q3 2019, up from 1,282 in Q2 2019.
  • Funds reported $36B of Waste Management stock for Q3 2019, down 1.2% quarter-over-quarter.
  • 102 funds opened new Waste Management positions in Q3 2019 and 68 closed out, a net change of +34 holders.
  • The largest Waste Management buyer in Q3 2019 was BlackRock, an estimated $175M added.
  • The largest Waste Management seller in Q3 2019 was Wellington Management Group, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2019.