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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
MCM
1051
Monarch Capital Management
Indiana
$236K – – –
SAM
1052
Summit Asset Management
Tennessee
$236K +$434 +4 +0.2%
CAM
1053
Carret Asset Management
New York
$236K +$11.6K +107 +6%
CG
1054
Caprock Group
Idaho
$232K -$26.3K -242 -11%
MWM
1055
Mascoma Wealth Management
New Hampshire
$232K +$109 +1 +0%
DJSG
1056
D.J. St. Germain
Massachusetts
$231K – – –
NEAM
1057
New England Asset Management
Connecticut
$231K – – –
UFG
1058
United Fire Group
Iowa
$231K – – –
PA
1059
Probity Advisors
Texas
$230K -$37.2K -343 -15%
CAM
1060
Cozad Asset Management
Illinois
$230K – – –
AWM
1061
AllSquare Wealth Management
New York
$228K – – –
CSIC
1062
Clifford Swan Investment Counsel
California
$228K – – –
CA
1063
Callahan Advisors
Texas
$227K – – –
AWM
1064
Altium Wealth Management
New York
$225K -$11.6K -107 -5%
FNBSF
1065
First National Bank Sioux Falls
South Dakota
$225K – – –
ER
1066
Enlightenment Research
Florida
$225K +$228K +2,100 New
FLII
1067
First Long Island Investors
New York
$221K +$208K +1,913 New
FA
1068
Fortis Advisors
Pennsylvania
$221K +$208K +1,914 New
CG
1069
Corundum Group
Colorado
$221K +$208K +1,916 New
JFGIW
1070
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$220K +$12.8K +118 +7%
UR
1071
USCA RIA
Texas
$220K +$207K +1,904 New
FAIM
1072
Financial Advocates Investment Management
Washington
$220K +$208K +1,913 New
PB
1073
Pinnacle Bancorp
Nebraska
$217K – – –
BO
1074
BRR OpCo
Ohio
$217K +$204K +1,883 New
ARG
1075
Advisory Resource Group
Oklahoma
$215K +$109 +1 +0.1%
41 42
43
44 45

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.