We are live on ! Find out more
WM icon

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
KTM
1001
Keeler Thomas Management
Utah
$34K +$32.6K +400 New
GAM
1002
Gemmer Asset Management
California
$31K
GFP
1003
Gryphon Financial Partners
Ohio
$31K +$29.8K +366 New
RPC
1004
Rossmore Private Capital
Connecticut
$26.6K +$25.1K +308 New
AP
1005
Atwood & Palmer
Missouri
$26K
BAM
1006
Barrett Asset Management
New York
$26K
PCP
1007
Proficio Capital Partners
Massachusetts
$26K +$1.79K +22 +8%
IUHSA
1008
Itau Unibanco Holding S.A.
Brazil
$25K -$262K -3,221 -92%
HT
1009
Heritage Trust
Oklahoma
$25K
LFA
1010
Legacy Financial Advisors
Kentucky
$25K +$23.6K +290 New
FAM
1011
Fred Alger Management
New York
$24K -$11.4K -140 -34%
SP
1012
SWS Partners
Ohio
$24K +$22.9K +281 New
BG
1013
Bollard Group
Massachusetts
$23K +$81 +1 +0.4%
CWM
1014
Cedar Wealth Management
California
$22K -$3.26K -40 -14%
JCM
1015
Jacobi Capital Management
Pennsylvania
$22K
PFGIA
1016
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$2.36K -29 -12%
MCM
1017
MV Capital Management
Maryland
$20K
AS
1018
Altshuler Shaham
Israel
$20K +$18.5K +227 New
Carson Wealth (CWM LLC)
1019
Carson Wealth (CWM LLC)
Nebraska
$19K -$2.44K -30 -12%
KF
1020
Krilogy Financial
Missouri
$18K -$61.1K -750 -78%
LWCFA
1021
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K
AF
1022
Allworth Financial
California
$17K
RWA
1023
Ropes Wealth Advisors
Massachusetts
$17K
RIA
1024
RPG Investment Advisory
California
$17K
BWA
1025
Burt Wealth Advisors
Maryland
$17K +$16.3K +200 New

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.