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Waste Management

1,457 hedge funds and large institutions have $37.3B invested in Waste Management in 2020 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 551 increasing their positions, 493 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 66

12% more repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 493

7% more funds holding

Funds holding: 1,3621,457 (+95)

6% more capital invested

Capital invested by funds: $35.1B → $37.3B (+$2.21B)

5% more call options, than puts

Call options by funds: $207M | Put options by funds: $196M

0.91% more ownership

Funds ownership: 73.47%74.38% (+0.91%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
1,457
Holders Change
+95
Holders Change %
+6.98%
% of All Funds
25.78%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
179
Increased
551
Reduced
493
Closed
66
Calls
$207M
Puts
$196M
Net Calls
+$10.4M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
926
Jeppson Wealth Management
California
$530K +$4.66K +40 +0.9%
VA
927
Valmark Advisers
Ohio
$529K +$523K +4,487 New
CT
928
Chicago Trust
Illinois
$527K -$36.1K -310 -6%
IWS
929
Insight Wealth Strategies
California
$525K +$34.4K +295 +7%
FWIA
930
Fort Washington Investment Advisors
Ohio
$524K -$17.5K -150 -3%
SC
931
SouthState Corp
Florida
$524K -$5.48K -47 -1%
JWCA
932
J.W. Cole Advisors
Florida
$522K -$2.27M -19,440 -81%
FHB
933
First Hawaiian Bank
Hawaii
$517K -$8.75K -75 -2%
SAM
934
Silvercrest Asset Management
New York
$517K
BJL
935
Brighton Jones LLC
Washington
$517K +$16.1K +138 +3%
VWM
936
Valley Wealth Managers
New Jersey
$516K -$20.4K -175 -4%
CAM
937
Cypress Asset Management
Texas
$515K +$4.66K +40 +0.9%
MBT
938
Montecito Bank & Trust
California
$515K +$35.3K +303 +7%
SWRP
939
Summit Wealth & Retirement Planning
California
$513K
RWA
940
River Wealth Advisors
Pennsylvania
$510K +$99.4K +852 +25%
AP
941
Appleton Partners
Massachusetts
$505K -$26.2K -225 -5%
PSP
942
Principal Street Partners
Tennessee
$504K +$213K +1,823 +74%
Fayez Sarofim & Co
943
Fayez Sarofim & Co
Texas
$501K +$41.9K +359 +9%
GP
944
Geneva Partners
Wisconsin
$500K -$23.3K -200 -5%
RSWM
945
Robertson Stephens Wealth Management
California
$495K
BONST
946
Bank of Nova Scotia Trust
Ontario, Canada
$495K +$8.28K +71 +2%
BSB
947
Bangor Savings Bank
Maine
$489K -$34K -292 -7%
CL
948
Choreo LLC
Illinois
$488K -$2.45K -21 -0.5%
NNP
949
Nachman Norwood & Parrott
South Carolina
$488K +$583 +5 +0.1%
JWCA
950
J.W. Coons Advisors
Ohio
$487K -$11.7K -100 -2%

WM Hedge Fund Activity: Q4 2020 in Review

1,457 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2020, worth a combined $37.3B — up 6.3% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new WM positions and 66 closed out — a net gain of 113 holders — while 551 added to existing stakes and 493 trimmed.

The largest buyer was Stifel Financial, adding an estimated $190M. The largest seller was Bank of America, cutting an estimated $125M.

  • 1,457 institutional investors held Waste Management (WM) as of Q4 2020, up from 1,362 in Q3 2020.
  • Funds reported $37.3B of Waste Management stock for Q4 2020, up 6.3% quarter-over-quarter.
  • 179 funds opened new Waste Management positions in Q4 2020 and 66 closed out, a net change of +113 holders.
  • The largest Waste Management buyer in Q4 2020 was Stifel Financial, an estimated $190M added.
  • The largest Waste Management seller in Q4 2020 was Bank of America, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2020.