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Waste Management

1,457 hedge funds and large institutions have $37.3B invested in Waste Management in 2020 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 551 increasing their positions, 493 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 66

12% more repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 493

7% more funds holding

Funds holding: 1,3621,457 (+95)

6% more capital invested

Capital invested by funds: $35.1B → $37.3B (+$2.21B)

5% more call options, than puts

Call options by funds: $207M | Put options by funds: $196M

0.91% more ownership

Funds ownership: 73.47%74.38% (+0.91%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
1,457
Holders Change
+95
Holders Change %
+6.98%
% of All Funds
25.78%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
179
Increased
551
Reduced
493
Closed
66
Calls
$207M
Puts
$196M
Net Calls
+$10.4M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1201
Cozad Asset Management
Illinois
$216K -$18.7K -160 -8%
FSG
1202
Financial Strategies Group
Michigan
$216K +$933 +8 +0.4%
Lido Advisors
1203
Lido Advisors
California
$216K +$1.98K +17 +0.9%
MIP
1204
Mondrian Investment Partners
United Kingdom
$216K +$159K +1,365 +291%
BA
1205
Ballast Advisors
Minnesota
$214K
CWS
1206
Cypress Wealth Services
California
$214K +$212K +1,816 New
GSEP
1207
Golden State Equity Partners
California
$214K +$212K +1,822 New
CC
1208
Courier Capital
New York
$213K
PMFA
1209
Plante Moran Financial Advisors
Michigan
$213K +$26.8K +230 +15%
CG
1210
Corundum Group
Colorado
$213K +$211K +1,806 New
HIC
1211
Holderness Investments Company
North Carolina
$212K
MSFP
1212
Mark Sheptoff Financial Planning
Connecticut
$212K
KC
1213
Knuff & Co
California
$212K +$3.73K +32 +2%
PFBT
1214
Parkside Financial Bank & Trust
Missouri
$212K +$7.81K +67 +4%
VDI
1215
Vaughan David Investments
Illinois
$211K -$816 -7 -0.4%
PAS
1216
Park Avenue Securities
New York
$210K -$205K -1,757 -50%
NB
1217
NBT Bank
New York
$210K -$143K -1,225 -41%
AAM
1218
Auxier Asset Management
Oregon
$210K
CWM
1219
Circle Wealth Management
New Jersey
$210K +$207K +1,777 New
AIFAIM
1220
American Institute for Advanced Investment Management
Arizona
$209K
MFG
1221
Menard Financial Group
Texas
$208K +$205K +1,761 New
RWI
1222
Red Wave Investments
Pennsylvania
$207K +$205K +1,756 New
BTW
1223
Boston Trust Walden
Massachusetts
$206K -$46.6K -400 -19%
CFA
1224
Carroll Financial Associates
North Carolina
$206K -$43.7K -375 -18%
WA1
1225
Wimmer Associates 1
California
$206K +$204K +1,750 New

WM Hedge Fund Activity: Q4 2020 in Review

1,457 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2020, worth a combined $37.3B — up 6.3% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new WM positions and 66 closed out — a net gain of 113 holders — while 551 added to existing stakes and 493 trimmed.

The largest buyer was Stifel Financial, adding an estimated $190M. The largest seller was Bank of America, cutting an estimated $125M.

  • 1,457 institutional investors held Waste Management (WM) as of Q4 2020, up from 1,362 in Q3 2020.
  • Funds reported $37.3B of Waste Management stock for Q4 2020, up 6.3% quarter-over-quarter.
  • 179 funds opened new Waste Management positions in Q4 2020 and 66 closed out, a net change of +113 holders.
  • The largest Waste Management buyer in Q4 2020 was Stifel Financial, an estimated $190M added.
  • The largest Waste Management seller in Q4 2020 was Bank of America, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2020.