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Waste Management

1,457 hedge funds and large institutions have $37.3B invested in Waste Management in 2020 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 551 increasing their positions, 493 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 66

12% more repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 493

7% more funds holding

Funds holding: 1,3621,457 (+95)

6% more capital invested

Capital invested by funds: $35.1B → $37.3B (+$2.21B)

5% more call options, than puts

Call options by funds: $207M | Put options by funds: $196M

0.91% more ownership

Funds ownership: 73.47%74.38% (+0.91%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
1,457
Holders Change
+95
Holders Change %
+6.98%
% of All Funds
25.78%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
179
Increased
551
Reduced
493
Closed
66
Calls
$207M
Puts
$196M
Net Calls
+$10.4M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1026
Clearview Wealth Advisors
Oregon
$376K +$372K +3,186 New
CWM
1027
Cordatus Wealth Management
Pennsylvania
$376K +$372K +3,190 New
GRP
1028
Global Retirement Partners
California
$374K -$48K -412 -12%
EIA
1029
Eldridge Investment Advisors
New Hampshire
$374K
PIM
1030
Perpetual Investment Management
Australia
$373K +$372K +3,189 New
AWE
1031
Avidian Wealth Enterprises
Texas
$368K +$9.21K +79 +3%
TVAMP
1032
Tennessee Valley Asset Management Partners
Tennessee
$367K +$363K +3,113 New
SWM
1033
SVA Wealth Management
Wisconsin
$366K +$46.6K +400 +15%
BWP
1034
Bernardo Wealth Planning
Pennsylvania
$365K
EI
1035
Ellevest Inc
New York
$365K
SFP
1036
Shepherd Financial Partners
Massachusetts
$365K +$117 +1 +0%
BRM
1037
Boston Research & Management
Massachusetts
$364K
EMG
1038
ETF Managers Group
New Jersey
$362K -$88.9K -762 -20%
AG
1039
AlphaSimPlex Group
Massachusetts
$362K
OSNBOA
1040
Old Second National Bank of Aurora
Illinois
$362K
BP
1041
Ballentine Partners
Massachusetts
$361K -$170K -1,455 -32%
TNBTD
1042
Trustmark National Bank Trust Department
Mississippi
$360K -$31.5K -270 -8%
BOS
1043
Bank of Stockton
California
$360K -$2.92K -25 -0.8%
CRC
1044
Curi RMB Capital
Illinois
$357K +$58.5K +502 +20%
AWM
1045
Altium Wealth Management
New York
$356K +$16.7K +143 +5%
KFA
1046
Krane Funds Advisors
New York
$354K -$57.7K -495 -14%
RC
1047
RBO & Co
California
$354K
MFG
1048
Magnus Financial Group
New York
$353K -$124K -1,060 -26%
Cohen & Steers
1049
Cohen & Steers
New York
$352K
MGIA
1050
Moneta Group Investment Advisors
Missouri
$352K +$87.3K +749 +33%

WM Hedge Fund Activity: Q4 2020 in Review

1,457 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2020, worth a combined $37.3B — up 6.3% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new WM positions and 66 closed out — a net gain of 113 holders — while 551 added to existing stakes and 493 trimmed.

The largest buyer was Stifel Financial, adding an estimated $190M. The largest seller was Bank of America, cutting an estimated $125M.

  • 1,457 institutional investors held Waste Management (WM) as of Q4 2020, up from 1,362 in Q3 2020.
  • Funds reported $37.3B of Waste Management stock for Q4 2020, up 6.3% quarter-over-quarter.
  • 179 funds opened new Waste Management positions in Q4 2020 and 66 closed out, a net change of +113 holders.
  • The largest Waste Management buyer in Q4 2020 was Stifel Financial, an estimated $190M added.
  • The largest Waste Management seller in Q4 2020 was Bank of America, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2020.