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Waste Management

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: 1,2551,282 (+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: 3534 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1201
Brinker Capital Investments
Pennsylvania
$33K +$7.49K +69 +32%
FGAM
1202
Financial Gravity Asset Management
Texas
$33K +$17.5K +161 +133%
FAM
1203
Fred Alger Management
New York
$32K +$14.2K +131 +90%
BG
1204
Bollard Group
Massachusetts
$31K +$109 +1 +0.4%
SBL
1205
Sargent Bickham Lagudis
Colorado
$30K -$31.5K -290 -53%
CAGAS
1206
Capital Advisory Group Advisory Services
Minnesota
$29K
MCM
1207
MV Capital Management
Maryland
$27K
GSWM
1208
Golden State Wealth Management
California
$26K -$22.2K -205 -47%
RA
1209
Rational Advisors
New York
$26K +$5.21K +48 +27%
KFA
1210
Krane Funds Advisors
New York
$25K +$24K +221 New
LWCFA
1211
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
SL
1212
Salomon & Ludwin
Virginia
$24K
EARNEST Partners
1213
EARNEST Partners
Georgia
$23K
LWANC
1214
Laurel Wealth Advisors (North Carolina)
North Carolina
$23K
LA
1215
Legacy Advisors
Pennsylvania
$23K
LWS
1216
Lucia Wealth Services
California
$23K
RWA
1217
Ropes Wealth Advisors
Massachusetts
$23K
DSC
1218
Duncker Streett & Co
Missouri
$23K +$21.7K +200 New
MSE
1219
MUFG Securities EMEA
United Kingdom
$22K -$11.6M -107,257 -100%
VEA
1220
Virtus ETF Advisers
New York
$21K
TIM
1221
Tortoise Investment Management
New York
$21K +$10.8K +100 +123%
CJA
1222
C-J Advisory
California
$20K
LPWM
1223
Lake Point Wealth Management
Texas
$20K
CFD
1224
Creative Financial Designs
Indiana
$19K
LF
1225
Lee Financial
Texas
$18K

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.