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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
KFS
1126
Kurt F. Somerville
$207K
AFG
1127
Albion Financial Group
Utah
$206K -$82.8K -709 -28%
HIC
1128
Holderness Investments Company
North Carolina
$206K -$35K -300 -14%
WAM
1129
Wealthspire Advisors (Maryland)
Maryland
$206K +$209K +1,791 New
AAM
1130
Auxier Asset Management
Oregon
$205K
IWA
1131
Inspirion Wealth Advisors
Illinois
$204K
AS
1132
Altshuler Shaham
Israel
$204K +$115K +983 +121%
JCM
1133
Janney Capital Management
Pennsylvania
$203K
FIB
1134
First Interstate Bank
Montana
$203K +$23.4K +200 +13%
WJWM
1135
Williams Jones Wealth Management
New York
$202K +$206K +1,760 New
FCB
1136
First Command Bank
Texas
$200K
FCFS
1137
First Command Financial Services
Texas
$200K
IRC
1138
Investors Research Corp
Georgia
$199K +$15.2K +130 +8%
AP
1139
Atwood & Palmer
Missouri
$196K
FWM
1140
Focused Wealth Management
New York
$196K
EW
1141
Evoke Wealth
California
$194K +$197K +1,690 New
SWP
1142
Strategic Wealth Partners
Ohio
$191K -$142K -1,214 -8%
ARMT
1143
Amica Retiree Medical Trust
Rhode Island
$191K
M
1144
Mirova
France
$187K
O
1145
Ossiam
France
$185K -$2.72M -23,256 -94%
RCAG
1146
Rehmann Capital Advisory Group
Michigan
$182K -$14.4K -123 -7%
NC
1147
NewSquare Capital
Pennsylvania
$182K +$16.9K +145 +10%
CCM
1148
Cribstone Capital Management
Maine
$180K +$7.71K +66 +4%
NIM
1149
NuWave Investment Management
New Jersey
$176K -$72.5K -621 -29%
FANJ
1150
Financial Architects (New Jersey)
New Jersey
$175K

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.