We are live on ! Find out more
WM icon

Waste Management

1,360 hedge funds and large institutions have $36B invested in Waste Management in 2019 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 511 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 87

4% more funds holding

Funds holding: 1,3051,360 (+55)

8% more repeat investments, than reductions

Existing positions increased: 511 | Existing positions reduced: 473

0.66% more ownership

Funds ownership: 73.96%74.62% (+0.66%)

0% less capital invested

Capital invested by funds: $36B → $36B (-$99M)

19% less funds holding in top 10

Funds holding in top 10: 3730 (-7)

31% less call options, than puts

Call options by funds: $162M | Put options by funds: $233M

Holders
1,360
Holders Change
+55
Holders Change %
+4.21%
% of All Funds
26.8%
Holding in Top 10
30
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.92%
% of All Funds
0.59%
New
163
Increased
511
Reduced
473
Closed
87
Calls
$162M
Puts
$233M
Net Calls
-$71.7M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
1001
Laurel Wealth Advisors (California)
California
$325K -$252K -2,229 -44%
EFS
1002
Essex Financial Services
Connecticut
$322K +$22.6K +200 +8%
AHB
1003
Abner Herrman & Brock
New Jersey
$318K
OAM
1004
Oak Asset Management
California
$317K
RMDI
1005
R.M. Davis Inc
Maine
$316K -$8.13K -72 -3%
MA
1006
MCF Advisors
Kentucky
$316K
BCA
1007
Bay Colony Advisors
Massachusetts
$315K -$17.8K -158 -6%
EVC
1008
Eidelman Virant Capital
Missouri
$313K -$113K -1,000 -27%
GFS
1009
GYL Financial Synergies
Connecticut
$313K +$24.1K +213 +8%
RA
1010
RFG Advisory
Alabama
$310K +$7.57K +67 +3%
SIA
1011
Strategic Investment Advisors
Michigan
$309K +$29.5K +261 +11%
SWM
1012
SVA Wealth Management
Wisconsin
$302K -$50.8K -450 -15%
HWM
1013
Hohimer Wealth Management
Washington
$302K +$299K +2,650 New
SW
1014
SkyOak Wealth
Michigan
$302K +$299K +2,650 New
FNBOMD
1015
First National Bank of Mount Dora
Florida
$301K
VCA
1016
Verdence Capital Advisors
Maryland
$299K
GIM
1017
Goelzer Investment Management
Indiana
$298K
WP
1018
WealthPLAN Partners
Nebraska
$298K +$3.39K +30 +1%
MCM
1019
Maple Capital Management
Vermont
$297K
WKWM
1020
Walter & Keenan Wealth Management
Indiana
$296K
JWM
1021
Jupiter Wealth Management
Colorado
$295K
GAM
1022
GQ Asset Management
New York
$294K -$245K -2,169 -46%
LOAMS
1023
Lombard Odier Asset Management (Switzerland)
Switzerland
$293K -$791K -7,003 -73%
MWM
1024
Marietta Wealth Management
Georgia
$293K -$4.07K -36 -1%
BDF
1025
Balasa Dinverno & Foltz
$292K +$15.6K +138 +6%

WM Hedge Fund Activity: Q4 2019 in Review

1,360 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2019, worth a combined $36B — down 0.27% from $36B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new WM positions and 87 closed out — a net gain of 76 holders — while 511 added to existing stakes and 473 trimmed.

The largest buyer was Capital World Investors, adding an estimated $156M. The largest seller was DZ Bank, cutting an estimated $175M.

  • 1,360 institutional investors held Waste Management (WM) as of Q4 2019, up from 1,305 in Q3 2019.
  • Funds reported $36B of Waste Management stock for Q4 2019, down 0.27% quarter-over-quarter.
  • 163 funds opened new Waste Management positions in Q4 2019 and 87 closed out, a net change of +76 holders.
  • The largest Waste Management buyer in Q4 2019 was Capital World Investors, an estimated $156M added.
  • The largest Waste Management seller in Q4 2019 was DZ Bank, an estimated $175M sold.

Based on aggregated 13F filings for Q4 2019.