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Waste Management

1,255 hedge funds and large institutions have $33.1B invested in Waste Management in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 434 increasing their positions, 474 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 69

18% more capital invested

Capital invested by funds: $28.1B → $33.1B (+$4.93B)

15% more call options, than puts

Call options by funds: $149M | Put options by funds: $130M

6% more funds holding

Funds holding: 1,1891,255 (+66)

0.58% less ownership

Funds ownership: 75.65%75.07% (-0.58%)

8% less repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 474

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

Holders
1,255
Holders Change
+66
Holders Change %
+5.55%
% of All Funds
27.16%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.76%
New
144
Increased
434
Reduced
474
Closed
69
Calls
$149M
Puts
$130M
Net Calls
+$19M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
1001
Ausdal Financial Partners
Iowa
$241K +$226K +2,321 New
LWM
1002
Lyons Wealth Management
Florida
$239K -$854K -8,753 -79%
DBIA
1003
Dumont & Blake Investment Advisors
New Jersey
$239K -$30.3K -310 -12%
FWM
1004
Focused Wealth Management
New York
$239K
PL
1005
Perpetual Ltd
Australia
$239K
AFM
1006
Andesa Financial Management
Pennsylvania
$238K +$225K +2,310 New
PAM
1007
Private Asset Management
California
$235K
DSI
1008
Daiwa SB Investments
Japan
$234K -$55.6K -570 -20%
CG
1009
Caprock Group
Idaho
$234K -$21.7K -222 -9%
WIP
1010
Wellesley Investment Partners
Massachusetts
$234K -$2.44K -25 -1%
BTW
1011
Boston Trust Walden
Massachusetts
$234K
TCPWM
1012
Traverso Chambers Private Wealth Management
California
$233K
QCM
1013
Quest Capital Management
Texas
$233K +$217K +2,223 New
LIA
1014
LBMC Investment Advisors
Tennessee
$229K -$34.2K -350 -14%
PK
1015
Pflug Koory
Nebraska
$229K
QAM
1016
QCI Asset Management
New York
$229K
MSFP
1017
Mark Sheptoff Financial Planning
Connecticut
$229K +$195K +2,000 +1,000%
HCA
1018
Horan Capital Advisors
Ohio
$229K +$215K +2,200 New
RIM
1019
Regent Investment Management
Kentucky
$229K +$215K +2,200 New
TSS
1020
Two Sigma Securities
New York
$228K +$215K +2,199 New
CC
1021
Courier Capital
New York
$227K +$213K +2,187 New
ATPW
1022
Ashton Thomas Private Wealth
Arizona
$227K +$213K +2,181 New
CPA
1023
Court Place Advisors
Maryland
$225K +$211K +2,164 New
HPWM
1024
Highland Private Wealth Management
Washington
$225K +$212K +2,169 New
ABP
1025
Arthur B. Page
$222K +$209K +2,140 New

WM Hedge Fund Activity: Q1 2019 in Review

1,255 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2019, worth a combined $33.1B — up 18% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new WM positions and 69 closed out — a net gain of 75 holders — while 434 added to existing stakes and 474 trimmed.

The largest buyer was Ameriprise, adding an estimated $99.7M. The largest seller was Adage Capital Partners, cutting an estimated $136M.

  • 1,255 institutional investors held Waste Management (WM) as of Q1 2019, up from 1,189 in Q4 2018.
  • Funds reported $33.1B of Waste Management stock for Q1 2019, up 18% quarter-over-quarter.
  • 144 funds opened new Waste Management positions in Q1 2019 and 69 closed out, a net change of +75 holders.
  • The largest Waste Management buyer in Q1 2019 was Ameriprise, an estimated $99.7M added.
  • The largest Waste Management seller in Q1 2019 was Adage Capital Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2019.