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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
SWMG
1051
Signature Wealth Management Group
Georgia
$9K +$8.14K +100 New
CB
1052
CNB Bank
Pennsylvania
$8K +$7.08K +87 New
CAC
1053
Certified Advisory Corp
Florida
$8K +$8.14K +100 New
AC
1054
Avestar Capital
New York
$8K +$9.85K +121 New
TIM
1055
Tortoise Investment Management
New York
$7K
PGWM
1056
Parisi Gray Wealth Management
New Jersey
$7K +$6.27K +77 New
PCA
1057
Providence Capital Advisors
North Carolina
$7K +$6.92K +85 New
SIS
1058
Sound Income Strategies
Florida
$7K +$7.41K +91 New
BWL
1059
Bogart Wealth LLC
Virginia
$6K
CTB
1060
Country Trust Bank
Illinois
$6K
JAM
1061
Jolley Asset Management
North Carolina
$6K
HFP
1062
Holistic Financial Partners
Indiana
$6K +$6.11K +75 New
HIM
1063
Hillsdale Investment Management
Ontario, Canada
$5K -$5.7K -70 -54%
BL
1064
Balentine LLC
Georgia
$5K
BWM
1065
Baystate Wealth Management
Massachusetts
$5K
Walleye Trading
1066
Walleye Trading
New York
$4.73K +$4.46M +54,763 New
RWG
1067
Regal Wealth Group
California
$4K
TFO
1068
Tarbox Family Office
California
$3K
TWMP
1069
Taylor Wealth Management Partners
Massachusetts
$3K
VNA
1070
Valley National Advisers
Pennsylvania
$3K
FGC
1071
Financial Gravity Companies
Texas
$2K +$1.63K +20 New
NIM
1072
NuWave Investment Management
New Jersey
$2K +$2.12K +26 New
CP
1073
Corbenic Partners
Pennsylvania
$1K
PFO
1074
Pathstone Family Office
New Jersey
$1K +$1.3K +16 New
Kovitz Investment Group Partners
1075
Kovitz Investment Group Partners
Illinois
$466

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.