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Waste Management

1,255 hedge funds and large institutions have $33.1B invested in Waste Management in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 434 increasing their positions, 474 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 69

18% more capital invested

Capital invested by funds: $28.1B → $33.1B (+$4.93B)

15% more call options, than puts

Call options by funds: $149M | Put options by funds: $130M

6% more funds holding

Funds holding: 1,1891,255 (+66)

0.58% less ownership

Funds ownership: 75.65%75.07% (-0.58%)

8% less repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 474

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

Holders
1,255
Holders Change
+66
Holders Change %
+5.55%
% of All Funds
27.16%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.76%
New
144
Increased
434
Reduced
474
Closed
69
Calls
$149M
Puts
$130M
Net Calls
+$19M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1176
Semmax Financial Advisors
North Carolina
$30K -$16.4K -168 -37%
GAM
1177
Gemmer Asset Management
California
$30K -$7.03K -72 -20%
LFG
1178
Larson Financial Group
Missouri
$30K -$488 -5 -2%
JCM
1179
Jacobi Capital Management
Pennsylvania
$30K +$3.51K +36 +14%
EWM
1180
Executive Wealth Management
Michigan
$29K -$976 -10 -3%
GWMIA
1181
Global Wealth Management Investment Advisory
Florida
$28K -$8.88K -91 -25%
BG
1182
Bollard Group
Massachusetts
$28K +$98 +1 +0.4%
WTB
1183
Washington Trust Bank
Washington
$28K +$26.5K +272 New
NWM
1184
Northwest Wealth Management
Iowa
$27K
GT
1185
Glenmede Trust
Pennsylvania
$26.9K +$616K +6,313 +2%
CAGAS
1186
Capital Advisory Group Advisory Services
Minnesota
$25K -$98 -1 -0.4%
TAIM
1187
TD Ameritrade Investment Management
Nebraska
$25K +$19.4K +199 +524%
MCM
1188
MV Capital Management
Maryland
$24K
MSA
1189
Marino Stram & Associates
Massachusetts
$23K
BCI
1190
Brinker Capital Investments
Pennsylvania
$22K -$386K -3,954 -95%
SL
1191
Salomon & Ludwin
Virginia
$22K -$29.7K -304 -59%
LWCFA
1192
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K
EARNEST Partners
1193
EARNEST Partners
Georgia
$21K
LWANC
1194
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K
LWS
1195
Lucia Wealth Services
California
$21K
RWA
1196
Ropes Wealth Advisors
Massachusetts
$21K
LA
1197
Legacy Advisors
Pennsylvania
$21K +$19.5K +200 New
LPWM
1198
Lake Point Wealth Management
Texas
$20K -$263K -2,695 -94%
VEA
1199
Virtus ETF Advisers
New York
$19K
NIM
1200
NuWave Investment Management
New Jersey
$18K -$611K -6,264 -97%

WM Hedge Fund Activity: Q1 2019 in Review

1,255 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2019, worth a combined $33.1B — up 18% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new WM positions and 69 closed out — a net gain of 75 holders — while 434 added to existing stakes and 474 trimmed.

The largest buyer was Ameriprise, adding an estimated $99.7M. The largest seller was Adage Capital Partners, cutting an estimated $136M.

  • 1,255 institutional investors held Waste Management (WM) as of Q1 2019, up from 1,189 in Q4 2018.
  • Funds reported $33.1B of Waste Management stock for Q1 2019, up 18% quarter-over-quarter.
  • 144 funds opened new Waste Management positions in Q1 2019 and 69 closed out, a net change of +75 holders.
  • The largest Waste Management buyer in Q1 2019 was Ameriprise, an estimated $99.7M added.
  • The largest Waste Management seller in Q1 2019 was Adage Capital Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2019.