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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
MSFP
926
Mark Sheptoff Financial Planning
Connecticut
$148K
MFBTD
927
MB Financial Bank - Trust Department
Illinois
$147K -$9.85K -121 -7%
SFG
928
SevenBridge Financial Group
Pennsylvania
$141K
PMFA
929
Plante Moran Financial Advisors
Michigan
$140K -$46.8K -575 -26%
FIB
930
First Interstate Bank
Montana
$140K
AWM
931
AllSquare Wealth Management
New York
$133K
AIP
932
Almanack Investment Partners
Pennsylvania
$129K +$10.1K +124 +9%
SWP
933
Strategic Wealth Partners
Ohio
$123K +$122K +1,500 New
CCM
934
Cribstone Capital Management
Maine
$120K
SIAS
935
Shine Investment Advisory Services
Colorado
$119K
OIA
936
OneDigital Investment Advisors
Kansas
$116K +$244 +3 +0.2%
QCG
937
Quadrant Capital Group
Ohio
$113K
GLI
938
Guardian Life Insurance
New York
$113K +$31.9K +392 +43%
CHP
939
Cable Hill Partners
Oregon
$112K +$895 +11 +0.9%
SWA
940
Sutton Wealth Advisors
Florida
$111K
KJWM
941
Kiley Juergens Wealth Management
Washington
$106K +$100K +1,228 New
PWM
942
Paulson Wealth Management
Illinois
$104K +$98.2K +1,206 New
FCB
943
First Command Bank
Texas
$100K
FCFS
944
First Command Financial Services
Texas
$100K
PFBT
945
Parkside Financial Bank & Trust
Missouri
$99K +$1.3K +16 +1%
MIP
946
Mondrian Investment Partners
United Kingdom
$95K
PG
947
Patten Group
Tennessee
$93K
NC
948
NewSquare Capital
Pennsylvania
$89K +$84.3K +1,035 New
SNT
949
Security National Trust
West Virginia
$88K -$2.04K -25 -2%
First Manhattan
950
First Manhattan
New York
$87K

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.