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Waste Management

1,282 hedge funds and large institutions have $36.5B invested in Waste Management in 2019 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 483 increasing their positions, 465 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 71

10% more capital invested

Capital invested by funds: $33.1B → $36.5B (+$3.42B)

2% more funds holding

Funds holding: 1,2551,282 (+27)

4% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 465

0.44% less ownership

Funds ownership: 75.07%74.62% (-0.44%)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

27% less call options, than puts

Call options by funds: $162M | Put options by funds: $222M

Holders
1,282
Holders Change
+27
Holders Change %
+2.15%
% of All Funds
27.85%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.74%
New
115
Increased
483
Reduced
465
Closed
71
Calls
$162M
Puts
$222M
Net Calls
-$59.8M
Net Calls Change
-$78.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
926
Park Avenue Securities
New York
$382K -$20.7K -191 -5%
SS
927
Simplicity Solutions
Minnesota
$378K -$110K -1,017 -24%
MYIA
928
Mount Yale Investment Advisors
Colorado
$378K -$13.6K -125 -4%
BCM
929
Beck Capital Management
Texas
$374K -$15.2K -140 -4%
TL
930
TrueWealth LLC
Georgia
$374K +$6.08K +56 +2%
AWE
931
Avidian Wealth Enterprises
Texas
$372K +$12.3K +113 +4%
BWP
932
Bernardo Wealth Planning
Pennsylvania
$370K -$14.6K -135 -4%
NED
933
Nancy E. Dempze
$369K
RE
934
RBC Europe
United Kingdom
$367K -$9.33K -86 -3%
KFP
935
KMG Fiduciary Partners
Ohio
$366K
DWM
936
Doyle Wealth Management
Florida
$366K +$2.71K +25 +0.8%
HJA
937
Hugh Johnson Advisors
New York
$365K
MMPW
938
Mitchell McLeod Pugh & Williams
Alabama
$364K +$2.17K +20 +0.6%
TAM
939
Tradition Asset Management
Virginia
$363K +$342K +3,150 New
SC
940
Sawyer & Company
Massachusetts
$362K -$65.1K -600 -16%
GSBTD
941
Glenview State Bank Trust Department
Illinois
$362K
BBL
942
Beck Bode LLC
Massachusetts
$359K -$27.1K -250 -7%
SWM
943
SVA Wealth Management
Wisconsin
$358K +$30.8K +284 +10%
MFG
944
Magnus Financial Group
New York
$356K +$868 +8 +0.3%
BL
945
BFSG LLC
California
$356K +$335K +3,090 New
LWAC
946
Laurel Wealth Advisors (California)
California
$355K +$74.5K +687 +29%
C
947
Cerebellum
California
$351K +$327K +3,015 +10,397%
AWM
948
Avior Wealth Management
Nebraska
$348K -$71.8K -662 -18%
CIA
949
Choate Investment Advisors
Massachusetts
$346K
MHC
950
Meyer Handelman Company
New York
$346K

WM Hedge Fund Activity: Q2 2019 in Review

1,282 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2019, worth a combined $36.5B — up 10% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new WM positions and 71 closed out — a net gain of 44 holders — while 483 added to existing stakes and 465 trimmed.

The largest buyer was Nuveen, adding an estimated $403M. The largest seller was Morgan Stanley, cutting an estimated $184M.

  • 1,282 institutional investors held Waste Management (WM) as of Q2 2019, up from 1,255 in Q1 2019.
  • Funds reported $36.5B of Waste Management stock for Q2 2019, up 10% quarter-over-quarter.
  • 115 funds opened new Waste Management positions in Q2 2019 and 71 closed out, a net change of +44 holders.
  • The largest Waste Management buyer in Q2 2019 was Nuveen, an estimated $403M added.
  • The largest Waste Management seller in Q2 2019 was Morgan Stanley, an estimated $184M sold.

Based on aggregated 13F filings for Q2 2019.