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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
AHB
1026
Abner Herrman & Brock
New Jersey
$298K
SWM
1027
SVA Wealth Management
Wisconsin
$297K -$14.8K -147 -5%
RA
1028
RFG Advisory
Alabama
$296K +$28.2K +279 +11%
OAM
1029
Oak Asset Management
California
$294K
OC
1030
Oakworth Capital
Alabama
$292K
AWM
1031
Altium Wealth Management
New York
$292K +$17.2K +170 +7%
LWAC
1032
Laurel Wealth Advisors (California)
California
$291K -$10.7K -106 -4%
KFS
1033
Kurt F. Somerville
$286K +$29.8K +295 +12%
CPA
1034
Court Place Advisors
Maryland
$286K +$30.3K +300 +13%
GM
1035
GeoWealth Management
Illinois
$285K +$271K +2,687 New
SP
1036
Symmetry Partners
Connecticut
$283K -$117K -1,162 -30%
HWM
1037
Hohimer Wealth Management
Washington
$282K
HIMC
1038
Heritage Investors Management Corp
Maryland
$281K +$268K +2,650 New
FNBOMD
1039
First National Bank of Mount Dora
Florida
$280K
JIC
1040
Joel Isaacson & Co
New York
$280K +$2.63K +26 +1%
9WM
1041
9258 Wealth Management
Ohio
$279K -$4.04K -40 -1%
GFP
1042
Gryphon Financial Partners
Ohio
$278K -$72.2K -715 -21%
RWA
1043
River Wealth Advisors
Pennsylvania
$278K +$265K +2,627 New
AW
1044
ACG Wealth
Georgia
$277K +$16.3K +161 +7%
EF
1045
Empirical Finance
Pennsylvania
$276K +$32.3K +320 +14%
WKWM
1046
Walter & Keenan Wealth Management
Indiana
$275K -$215K -2,130 -45%
PL
1047
Parthenon LLC
Kentucky
$275K +$10.1K +100 +4%
CAMG
1048
CWA Asset Management Group
Florida
$272K -$3.53K -35 -1%
DJSG
1049
D.J. St. Germain
Massachusetts
$271K -$1.92K -19 -0.7%
DWM
1050
Darwin Wealth Management
Florida
$270K -$2.6M -25,797 -91%

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.