We are live on ! Find out more
WM icon

Waste Management

1,355 hedge funds and large institutions have $32.9B invested in Waste Management in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 546 increasing their positions, 490 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 81

14% more capital invested

Capital invested by funds: $29B → $32.9B (+$3.92B)

11% more repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 490

2% more funds holding

Funds holding: 1,3241,355 (+31)

1.03% less ownership

Funds ownership: 74.69%73.66% (-1%)

24% less call options, than puts

Call options by funds: $176M | Put options by funds: $231M

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

Holders
1,355
Holders Change
+31
Holders Change %
+2.34%
% of All Funds
27.78%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.37%
New
124
Increased
546
Reduced
490
Closed
81
Calls
$176M
Puts
$231M
Net Calls
-$55.8M
Net Calls Change
-$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1151
Cornerstone Advisory
Maryland
$200K +$191K +1,889 New
CFGS
1152
Concourse Financial Group Securities
Alabama
$198K +$11.4K +113 +6%
MCM
1153
Manchester Capital Management
Vermont
$194K
MSFP
1154
Mark Sheptoff Financial Planning
Connecticut
$191K -$10.1K -100 -5%
SWA
1155
Sutton Wealth Advisors
Florida
$189K +$1.92K +19 +1%
LS
1156
Leelyn Smith
Illinois
$189K -$34.7K -344 -16%
PMFA
1157
Plante Moran Financial Advisors
Michigan
$186K +$8.18K +81 +5%
C
1158
Cerebellum
California
$186K +$217K +2,150 New
CFA
1159
Carroll Financial Associates
North Carolina
$185K -$12K -119 -6%
KWM
1160
Keebeck Wealth Management
Illinois
$185K +$177K +1,751 New
IRC
1161
Investors Research Corp
Georgia
$184K
FWM
1162
Focused Wealth Management
New York
$181K
BG
1163
Bollard Group
Massachusetts
$181K +$172K +1,706 New
AP
1164
Atwood & Palmer
Missouri
$180K
CA
1165
Clearstead Advisors
Ohio
$177K +$35.8K +355 +27%
H
1166
Hexavest
Quebec, Canada
$176K -$15.5K -154 -8%
TPWA
1167
TRUE Private Wealth Advisors
Oregon
$173K +$59.4K +588 +56%
FHA
1168
First Horizon Advisors
Tennessee
$172K -$7.57K -75 -4%
KC
1169
Knuff & Co
California
$172K +$8.08K +80 +5%
SIAS
1170
Shine Investment Advisory Services
Colorado
$167K +$20.2K +200 +14%
PK
1171
Pflug Koory
Nebraska
$160K -$50.5K -500 -25%
MAM
1172
Meeder Asset Management
Ohio
$160K -$30.7K -304 -17%
AIM
1173
AIA Investment Management
Singapore
$159K -$45.3K -449 -23%
SCA
1174
Stuart Chaussee & Associates
California
$154K +$17.7K +175 +14%
SBSB
1175
Sullivan, Bruyette, Speros & Blaney
Virginia
$153K

WM Hedge Fund Activity: Q2 2020 in Review

1,355 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2020, worth a combined $32.9B — up 14% from $29B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new WM positions and 81 closed out — a net gain of 43 holders — while 546 added to existing stakes and 490 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $246M. The largest seller was Osaic Holdings, cutting an estimated $340M.

  • 1,355 institutional investors held Waste Management (WM) as of Q2 2020, up from 1,324 in Q1 2020.
  • Funds reported $32.9B of Waste Management stock for Q2 2020, up 14% quarter-over-quarter.
  • 124 funds opened new Waste Management positions in Q2 2020 and 81 closed out, a net change of +43 holders.
  • The largest Waste Management buyer in Q2 2020 was Nordea Investment Management, an estimated $246M added.
  • The largest Waste Management seller in Q2 2020 was Osaic Holdings, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2020.