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Waste Management
WM

1,282 hedge funds and large institutions have $36.5B invested in Waste Management in 2019 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 483 increasing their positions, 465 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 71

10% more capital invested

Capital invested by funds: $33.1B → $36.5B (+$3.42B)

2% more funds holding

Funds holding: 1,255 → 1,282 (+27)

4% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 465

0.44% less ownership

Funds ownership: 75.07% → 74.62% (-0.44%)

3% less funds holding in top 10

Funds holding in top 10: 35 → 34 (-1)

27% less call options, than puts

Call options by funds: $162M | Put options by funds: $222M

Holders
1,282
Holders Change
+27
Holders Change %
+2.15%
% of All Funds
27.85%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.74%
New
115
Increased
483
Reduced
465
Closed
71
Calls
$162M
Puts
$222M
Net Calls
-$59.8M
Net Calls Change
-$78.9M

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$403M
2
BlackRock
BlackRock
New York
+$106M
3
JP Morgan Chase
JP Morgan Chase
New York
+$102M
4
SIG
Senator Investment Group
New York
+$74.3M
5
Goldman Sachs
Goldman Sachs
New York
+$61.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$184M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
3
Macquarie Group
Macquarie Group
Australia
-$102M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$96.3M
5
American Century Companies
American Century Companies
Missouri
-$86.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1026
Horan Capital Advisors
Ohio
$254K – – –
LIA
1027
LBMC Investment Advisors
Tennessee
$254K – – –
MSFP
1028
Mark Sheptoff Financial Planning
Connecticut
$254K – – –
QAM
1029
QCI Asset Management
New York
$254K – – –
RIM
1030
Regent Investment Management
Kentucky
$254K – – –
DWM
1031
Destination Wealth Management
California
$254K +$11.6K +107 +5%
PCM
1032
Price Capital Management
Louisiana
$254K +$239K +2,200 New
MCM
1033
MAI Capital Management
Ohio
$254K +$239K +2,205 New
CC
1034
Courier Capital
New York
$252K – – –
HPWM
1035
Highland Private Wealth Management
Washington
$251K +$543 +5 +0.2%
WT
1036
Washington Trust
Rhode Island
$251K +$236K +2,173 New
CPA
1037
Court Place Advisors
Maryland
$250K – – –
CCFM
1038
Clear Creek Financial Management
Washington
$250K +$236K +2,172 New
CWM
1039
Campbell Wealth Management
Virginia
$249K +$11.3K +104 +5%
SWA
1040
Stratos Wealth Advisors
Ohio
$248K +$233K +2,150 New
ABP
1041
Arthur B. Page
$247K – – –
NIM
1042
NuWave Investment Management
New Jersey
$247K +$213K +1,963 +1,115%
SWM
1043
Segment Wealth Management
Texas
$242K – – –
AIA
1044
Alera Investment Advisors
Illinois
$242K +$543 +5 +0.2%
HIC
1045
Holderness Investments Company
North Carolina
$242K +$227K +2,094 New
RC
1046
RegentAtlantic Capital
New Jersey
$240K +$10.7K +99 +5%
CWM
1047
Cornerstone Wealth Management
Missouri
$239K -$19.3K -178 -8%
CPA
1048
Clear Perspective Advisors
Illinois
$239K +$225K +2,075 New
AWM
1049
Altavista Wealth Management
North Carolina
$237K – – –
BFIM
1050
Beese Fulmer Investment Management
Ohio
$237K – – –
40 41
42
43 44

WM Hedge Fund Activity: Q2 2019 in Review

1,282 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2019, worth a combined $36.5B — up 10% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new WM positions and 71 closed out — a net gain of 44 holders — while 483 added to existing stakes and 465 trimmed.

The largest buyer was Nuveen, adding an estimated $403M. The largest seller was Morgan Stanley, cutting an estimated $184M.

  • 1,282 institutional investors held Waste Management (WM) as of Q2 2019, up from 1,255 in Q1 2019.
  • Funds reported $36.5B of Waste Management stock for Q2 2019, up 10% quarter-over-quarter.
  • 115 funds opened new Waste Management positions in Q2 2019 and 71 closed out, a net change of +44 holders.
  • The largest Waste Management buyer in Q2 2019 was Nuveen, an estimated $403M added.
  • The largest Waste Management seller in Q2 2019 was Morgan Stanley, an estimated $184M sold.

Based on aggregated 13F filings for Q2 2019.