We are live on ! Find out more
WM icon

Waste Management

1,305 hedge funds and large institutions have $36B invested in Waste Management in 2019 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 494 increasing their positions, 474 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 68

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

2% more funds holding

Funds holding: 1,2821,305 (+23)

4% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 474

0.66% less ownership

Funds ownership: 74.62%73.96% (-0.66%)

1% less capital invested

Capital invested by funds: $36.5B → $36B (-$444M)

34% less call options, than puts

Call options by funds: $147M | Put options by funds: $221M

Holders
1,305
Holders Change
+23
Holders Change %
+1.79%
% of All Funds
28.61%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.81%
New
102
Increased
494
Reduced
474
Closed
68
Calls
$147M
Puts
$221M
Net Calls
-$74.3M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1076
Stratos Wealth Advisors
Ohio
$247K
CCT
1077
Country Club Trust
Missouri
$244K -$11.1K -95 -4%
FAIM
1078
Financial Advocates Investment Management
Washington
$241K +$21.6K +185 +10%
AWM
1079
Altium Wealth Management
New York
$240K +$15.3K +131 +7%
JIP
1080
JBJ Investment Partners
South Carolina
$238K +$242K +2,072 New
ABP
1081
Arthur B. Page
$237K -$8.76K -75 -4%
RC
1082
RegentAtlantic Capital
New Jersey
$236K -$2.34K -20 -1%
AWM
1083
Altavista Wealth Management
North Carolina
$236K
BFIM
1084
Beese Fulmer Investment Management
Ohio
$236K
SAM
1085
Summit Asset Management
Tennessee
$236K +$467 +4 +0.2%
CAM
1086
Carret Asset Management
New York
$235K
FA
1087
Fortis Advisors
Pennsylvania
$235K +$14.8K +127 +7%
UR
1088
USCA RIA
Texas
$235K +$16.4K +140 +7%
CFSG
1089
Community Financial Services Group
Vermont
$235K +$239K +2,044 New
NL
1090
NWAM LLC
Washington
$234K +$238K +2,037 New
CAM
1091
Cozad Asset Management
Illinois
$233K +$4.09K +35 +2%
DJSG
1092
D.J. St. Germain
Massachusetts
$230K
NEAM
1093
New England Asset Management
Connecticut
$230K
UFG
1094
United Fire Group
Iowa
$230K
HIIFS
1095
Harel Insurance Investments & Financial Services
Israel
$230K +$234K +2,000 New
IIC
1096
Ironwood Investment Counsel
Arizona
$229K -$75.9K -650 -25%
S
1097
SignatureFD
Georgia
$229K +$40.5K +347 +21%
CSIC
1098
Clifford Swan Investment Counsel
California
$227K
AIM
1099
AIA Investment Management
Singapore
$227K +$230K +1,973 New
CA
1100
Callahan Advisors
Texas
$226K +$117 +1 +0.1%

WM Hedge Fund Activity: Q3 2019 in Review

1,305 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q3 2019, worth a combined $36B — down 1.2% from $36.5B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WM positions and 68 closed out — a net gain of 34 holders — while 494 added to existing stakes and 474 trimmed.

The largest buyer was BlackRock, adding an estimated $175M. The largest seller was Wellington Management Group, cutting an estimated $239M.

  • 1,305 institutional investors held Waste Management (WM) as of Q3 2019, up from 1,282 in Q2 2019.
  • Funds reported $36B of Waste Management stock for Q3 2019, down 1.2% quarter-over-quarter.
  • 102 funds opened new Waste Management positions in Q3 2019 and 68 closed out, a net change of +34 holders.
  • The largest Waste Management buyer in Q3 2019 was BlackRock, an estimated $175M added.
  • The largest Waste Management seller in Q3 2019 was Wellington Management Group, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2019.