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Waste Management

938 hedge funds and large institutions have $23.7B invested in Waste Management in 2016 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 309 increasing their positions, 359 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 51

92% more funds holding in top 10

Funds holding in top 10: 1325 (+12)

14% more capital invested

Capital invested by funds: $20.8B → $23.7B (+$2.91B)

7% more funds holding

Funds holding: 875938 (+63)

0.62% more ownership

Funds ownership: 74.94%75.56% (+0.62%)

14% less repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 359

23% less call options, than puts

Call options by funds: $115M | Put options by funds: $149M

Holders
938
Holders Change
+63
Holders Change %
+7.2%
% of All Funds
23.45%
Holding in Top 10
25
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+92.31%
% of All Funds
0.63%
New
128
Increased
309
Reduced
359
Closed
51
Calls
$115M
Puts
$149M
Net Calls
-$34M
Net Calls Change
-$47M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
901
Cedar Wealth Management
California
$21K
AP
902
Atwood & Palmer
Missouri
$21K +$20.1K +300 New
M
903
MOTCO
Texas
$20K
MCM
904
MV Capital Management
Maryland
$20K
PCP
905
Proficio Capital Partners
Massachusetts
$20K +$4.28K +64 +29%
BGIM
906
Brandywine Global Investment Management
Pennsylvania
$19K
GRP
907
Global Retirement Partners
California
$19K +$17.7K +265 New
BG
908
Bollard Group
Massachusetts
$18K +$134 +2 +0.8%
EARNEST Partners
909
EARNEST Partners
Georgia
$18K +$17.2K +257 New
TDC
910
Thompson Davis & Co
Virginia
$16K +$15.1K +226 New
LWCFA
911
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K -$14K -209 -50%
EF
912
Empirical Finance
Pennsylvania
$15K +$13.7K +205 New
BWP
913
Baldwin Wealth Partners
Massachusetts
$14K
First Manhattan
914
First Manhattan
New York
$14K
RWA
915
Ropes Wealth Advisors
Massachusetts
$14K
GI
916
Gradient Investments
Minnesota
$13K +$10K +150 +405%
MWM
917
MinichMacGregor Wealth Management
New York
$12K +$67 +1 +0.6%
RBC
918
Roble Belko & Company
Pennsylvania
$11K +$10.2K +153 New
CFA
919
CT Financial Advisors
Pennsylvania
$10.2K
EWM
920
Endurance Wealth Management
Rhode Island
$9K
LF
921
Lee Financial
Texas
$8K +$7.96K +119 New
FI
922
FCM Investments
Texas
$7K -$13.4K -200 -67%
HIM
923
Hillsdale Investment Management
Ontario, Canada
$7K -$669 -10 -9%
DOA
924
D'Orazio & Associates
Virginia
$7K
FWM
925
Focused Wealth Management
New York
$7K

WM Hedge Fund Activity: Q4 2016 in Review

938 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2016, worth a combined $23.7B — up 14% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new WM positions and 51 closed out — a net gain of 77 holders — while 309 added to existing stakes and 359 trimmed.

The largest buyer was Wells Fargo, adding an estimated $174M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $220M.

  • 938 institutional investors held Waste Management (WM) as of Q4 2016, up from 875 in Q3 2016.
  • Funds reported $23.7B of Waste Management stock for Q4 2016, up 14% quarter-over-quarter.
  • 128 funds opened new Waste Management positions in Q4 2016 and 51 closed out, a net change of +77 holders.
  • The largest Waste Management buyer in Q4 2016 was Wells Fargo, an estimated $174M added.
  • The largest Waste Management seller in Q4 2016 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $220M sold.

Based on aggregated 13F filings for Q4 2016.