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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
TC
1026
Telemus Capital
Michigan
$17K +$16.3K +200 New
GT
1027
Greenleaf Trust
Michigan
$16K
GBBWRPM
1028
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K
MWM
1029
MinichMacGregor Wealth Management
New York
$15K +$326 +4 +2%
CJA
1030
C-J Advisory
California
$15K +$14K +172 New
GRP
1031
Global Retirement Partners
California
$14K -$8.14K -100 -38%
CFD
1032
Creative Financial Designs
Indiana
$14K -$4.07K -50 -23%
GBT
1033
Grove Bank & Trust
Florida
$14K
HR
1034
Howe & Rusling
New York
$14K
MOS
1035
MGO One Seven
Ohio
$14K +$13.5K +166 New
WIM
1036
Westside Investment Management
California
$13.1K +$2.44K +30 +25%
JFA
1037
JNBA Financial Advisors
Minnesota
$13K
RBC
1038
Roble Belko & Company
Pennsylvania
$13K
TG
1039
TLP Group
Illinois
$13K +$12.5K +154 New
TWA
1040
TCI Wealth Advisors
Arizona
$11K -$2.52K -31 -19%
EWM
1041
Endurance Wealth Management
Rhode Island
$11K
GI
1042
GS Investments
Minnesota
$10.8K
MUS
1043
Mitsubishi UFJ Securities
Japan
$10K -$9.77K -120 -50%
IDBONY
1044
Israel Discount Bank of New York
New York
$10K
LF
1045
Lee Financial
Texas
$10K
WA
1046
Waverly Advisors
Alabama
$10K +$9.77K +120 New
FWM
1047
Focused Wealth Management
New York
$9K -$8.3K -102 -50%
DOA
1048
D'Orazio & Associates
Virginia
$9K
HAM
1049
Highstreet Asset Management
Ontario, Canada
$9K
PWM
1050
Perigon Wealth Management
California
$9K

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.