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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
AIL
1026
AGF Investments LLC
Ontario, Canada
$221K -$1.68M -17,196 -89%
WP
1027
WealthPLAN Partners
Nebraska
$220K -$2.93K -30 -1%
RA
1028
RFG Advisory
Alabama
$220K +$207K +2,126 New
DWM
1029
Destination Wealth Management
California
$218K -$48.8K -500 -19%
AIA
1030
Alera Investment Advisors
Illinois
$218K +$59.5K +610 +41%
SWM
1031
Segment Wealth Management
Texas
$218K +$205K +2,101 New
BCA
1032
Bay Colony Advisors
Massachusetts
$218K +$206K +2,112 New
SIA
1033
Strategic Investment Advisors
Michigan
$216K +$203K +2,077 New
NFG
1034
Next Financial Group
Texas
$215K -$156K -1,601 -44%
SMFS
1035
Squar Milner Financial Services
California
$215K +$113K +1,155 +126%
NFH
1036
NEXT Financial Holdings
Texas
$215K +$201K +2,062 New
HCM
1037
Highlander Capital Management
New Jersey
$214K -$270K -2,770 -57%
AWM
1038
Altavista Wealth Management
North Carolina
$214K -$19.5K -200 -9%
VC
1039
Voit & Company
Wisconsin
$214K +$201K +2,055 New
CWM
1040
Campbell Wealth Management
Virginia
$214K +$201K +2,056 New
AWM
1041
Altium Wealth Management
New York
$214K +$201K +2,059 New
BFIM
1042
Beese Fulmer Investment Management
Ohio
$213K +$200K +2,050 New
DAM
1043
Delta Asset Management
Tennessee
$212K -$69.4K -711 -26%
SAM
1044
Summit Asset Management
Tennessee
$212K +$199K +2,044 New
MCM
1045
Monarch Capital Management
Indiana
$212K +$200K +2,045 New
ACI
1046
Alpha Cubed Investments
California
$211K +$198K +2,030 New
CCB
1047
Cutter & Co Brokerage
Missouri
$209K +$196K +2,007 New
NEAM
1048
New England Asset Management
Connecticut
$208K
UFG
1049
United Fire Group
Iowa
$208K
MWM
1050
Mascoma Wealth Management
New Hampshire
$208K +$195 +2 +0.1%

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.