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Waste Management
WM

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: 19 → 27 (+8)

13% more funds holding

Funds holding: 958 → 1,080 (+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

Top Buyers

Rank Fund Capital Flow
1
APG Asset Management
APG Asset Management
Netherlands
+$147M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$80.9M
3
JP Morgan Chase
JP Morgan Chase
New York
+$66.2M
4
AAMU
Amundi Asset Management US
Massachusetts
+$63.4M
5
SIG
Senator Investment Group
New York
+$61.1M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$260M
2
Goldman Sachs
Goldman Sachs
New York
-$119M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$87.3M
4
Credit Agricole
Credit Agricole
France
-$74.2M
5
Capital International Investors
Capital International Investors
California
-$70.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
976
Winch Advisory Services
Wisconsin
$56K +$244 +3 +0.5%
WCM
977
Wealthcare Capital Management
Virginia
$54K – – –
HFM
978
Harvest Fund Management
China
$54K +$51.3K +630 New
VCM
979
Vigilant Capital Management
Maine
$52K – – –
PCM
980
Poehling Capital Management
Wisconsin
$52K +$48.8K +600 New
WTB
981
Washington Trust Bank
Washington
$51K – – –
MCM
982
Manchester Capital Management
Vermont
$50K – – –
VIA
983
Vantage Investment Advisors
Pennsylvania
$50K – – –
AWA
984
Acorn Wealth Advisors
Michigan
$50K +$46.4K +570 New
AssetMark Inc
985
AssetMark Inc
California
$48K +$39K +479 +665%
AWMS
986
Advocacy Wealth Management Services
Georgia
$43K -$40.7K -500 -50%
MRCM
987
M&R Capital Management
New Jersey
$43K -$13.2K -162 -24%
GWS
988
Glassman Wealth Services
Virginia
$43K – – –
BCM
989
Brasada Capital Management
Texas
$43K +$40.7K +500 New
SBL
990
Sargent Bickham Lagudis
Colorado
$42K – – –
POIA
991
Pin Oak Investment Advisors
Texas
$41K +$38.7K +475 New
TFS
992
TrustCore Financial Services
Tennessee
$40K +$37.3K +458 New
DBT
993
Dubuque Bank & Trust
Iowa
$39K – – –
OFS
994
Orrstown Financial Services
Pennsylvania
$39K – – –
TSW
995
Thompson Siegel & Walmsley
Virginia
$39K – – –
WB
996
Webster Bank
Connecticut
$38K – – –
BC
997
Bartlett & Co
Ohio
$36K +$11.5K +141 +51%
WPA
998
West Paces Advisors
Georgia
$35.4K – – –
WWMSC
999
Wagner Wealth Management (South Carolina)
South Carolina
$35K +$31.9K +392 New
KA
1000
Kaizen Advisory
Illinois
$34K +$31.8K +391 New
38 39
40
41 42

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.