We are live on ! Find out more
WM icon

Waste Management

1,355 hedge funds and large institutions have $32.9B invested in Waste Management in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 546 increasing their positions, 490 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 81

14% more capital invested

Capital invested by funds: $29B → $32.9B (+$3.92B)

11% more repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 490

2% more funds holding

Funds holding: 1,3241,355 (+31)

1.03% less ownership

Funds ownership: 74.69%73.66% (-1%)

24% less call options, than puts

Call options by funds: $176M | Put options by funds: $231M

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

Holders
1,355
Holders Change
+31
Holders Change %
+2.34%
% of All Funds
27.78%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.37%
New
124
Increased
546
Reduced
490
Closed
81
Calls
$176M
Puts
$231M
Net Calls
-$55.8M
Net Calls Change
-$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
1001
Ellevest Inc
New York
$330K -$16.8K -166 -5%
BHTS
1002
Bar Harbor Trust Services
Maine
$329K -$45.6K -452 -13%
SEC
1003
Seven Eight Capital
New York
$328K -$1.2M -11,905 -79%
RT
1004
Rockland Trust
Massachusetts
$328K -$10.1K -100 -3%
SFSIG
1005
San Francisco Sentry Investment Group
California
$327K -$86.7K -859 -22%
SFP
1006
Shepherd Financial Partners
Massachusetts
$327K -$2.52K -25 -0.8%
BRM
1007
Boston Research & Management
Massachusetts
$327K
AWE
1008
Avidian Wealth Enterprises
Texas
$326K -$21.6K -214 -6%
CIA
1009
Choate Investment Advisors
Massachusetts
$325K
UR
1010
USCA RIA
Texas
$324K +$309K +3,056 New
FIM
1011
Frontier Investment Management
Texas
$319K +$6.76K +67 +2%
BFO
1012
Biltmore Family Office
North Carolina
$317K
PFS
1013
Prospera Financial Services
Texas
$316K +$12.3K +122 +4%
Cohen & Steers
1014
Cohen & Steers
New York
$316K +$66.9K +663 +29%
ETC
1015
Exchange Traded Concepts
Oklahoma
$315K +$299K +2,963 +29,630%
PIA
1016
Powell Investment Advisors
Florida
$314K
BAS
1017
Brown Advisory Securities
Maryland
$314K +$707 +7 +0.2%
RMA
1018
Roffman Miller Associates
Pennsylvania
$310K +$296K +2,928 New
MA
1019
MCF Advisors
Kentucky
$308K
AIM
1020
Aigen Investment Management
New York
$306K -$5.06M -50,078 -95%
VCA
1021
Verdence Capital Advisors
Maryland
$305K +$11.5K +114 +4%
NF
1022
Nikulski Financial
Iowa
$304K +$290K +2,875 New
CC
1023
Courier Capital
New York
$303K -$40.4K -400 -12%
BCM
1024
Beck Capital Management
Texas
$303K
SIA
1025
Strategic Investment Advisors
Michigan
$299K +$808 +8 +0.3%

WM Hedge Fund Activity: Q2 2020 in Review

1,355 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2020, worth a combined $32.9B — up 14% from $29B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new WM positions and 81 closed out — a net gain of 43 holders — while 546 added to existing stakes and 490 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $246M. The largest seller was Osaic Holdings, cutting an estimated $340M.

  • 1,355 institutional investors held Waste Management (WM) as of Q2 2020, up from 1,324 in Q1 2020.
  • Funds reported $32.9B of Waste Management stock for Q2 2020, up 14% quarter-over-quarter.
  • 124 funds opened new Waste Management positions in Q2 2020 and 81 closed out, a net change of +43 holders.
  • The largest Waste Management buyer in Q2 2020 was Nordea Investment Management, an estimated $246M added.
  • The largest Waste Management seller in Q2 2020 was Osaic Holdings, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2020.