We are live on ! Find out more
WM icon

Waste Management

1,674 hedge funds and large institutions have $47.4B invested in Waste Management in 2022 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 637 increasing their positions, 615 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more funds holding in top 10

Funds holding in top 10: 3147 (+16)

46% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 81

17% more call options, than puts

Call options by funds: $215M | Put options by funds: $184M

4% more repeat investments, than reductions

Existing positions increased: 637 | Existing positions reduced: 615

1% more funds holding

Funds holding: 1,6611,674 (+13)

5% less capital invested

Capital invested by funds: $49.8B → $47.4B (-$2.43B)

1.14% less ownership

Funds ownership: 76.18%75.03% (-1.1%)

Holders
1,674
Holders Change
+13
Holders Change %
+0.78%
% of All Funds
28.2%
Holding in Top 10
47
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+51.61%
% of All Funds
0.79%
New
118
Increased
637
Reduced
615
Closed
81
Calls
$215M
Puts
$184M
Net Calls
+$31M
Net Calls Change
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1201
KMG Fiduciary Partners
Ohio
$350K
OIS
1202
Okabena Investment Services
Minnesota
$350K
SCA
1203
Stuart Chaussee & Associates
California
$350K
CA
1204
Callahan Advisors
Texas
$350K +$313 +2 +0.1%
FCH
1205
Freestone Capital Holdings
Washington
$348K -$222K -1,416 -38%
HI
1206
Hudock Inc
Pennsylvania
$347K +$1.57K +10 +0.4%
First Manhattan
1207
First Manhattan
New York
$345K
MHIC
1208
Marble Harbor Investment Counsel
Massachusetts
$344K +$78.3K +500 +29%
HIMC
1209
Heritage Investors Management Corp
Maryland
$343K -$47.8K -305 -12%
KFS
1210
Kurt F. Somerville
$341K -$31.3K -200 -8%
TCPWM
1211
Traverso Chambers Private Wealth Management
California
$341K
OWM
1212
OneAscent Wealth Management
Alabama
$339K +$348K +2,219 New
RCAG
1213
Rehmann Capital Advisory Group
Michigan
$339K +$2.66K +17 +0.8%
ACM
1214
Alethea Capital Management
Washington
$337K -$180K -1,150 -34%
CCP
1215
Cassia Capital Partners
North Carolina
$337K
HCA
1216
Horan Capital Advisors
Ohio
$337K
FFM
1217
Forum Financial Management
Illinois
$337K +$8.46K +54 +3%
TCBWMS
1218
Texas Capital Bank Wealth Management Services
Texas
$336K -$6.26K -40 -2%
CBTWT
1219
Community Bank & Trust (Waco, Texas)
Texas
$336K +$23.7K +151 +7%
NRI
1220
NFP Retirement Inc
California
$336K
VNB
1221
Virginia National Bank
Virginia
$335K -$25.7K -164 -7%
MLFP
1222
MPS Loria Financial Planners
Illinois
$332K -$14.6K -93 -4%
MIAS
1223
Mason Investment Advisory Services
Virginia
$330K -$1.13M -7,209 -77%
BFIM
1224
Beese Fulmer Investment Management
Ohio
$330K +$8.62K +55 +3%
BFWA
1225
Benchmark Financial Wealth Advisors
Florida
$330K +$38.5K +246 +13%

WM Hedge Fund Activity: Q2 2022 in Review

1,674 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2022, worth a combined $47.4B — down 4.9% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new WM positions and 81 closed out — a net gain of 37 holders — while 637 added to existing stakes and 615 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $225M. The largest seller was Aaron Wealth Advisors, cutting an estimated $263M.

  • 1,674 institutional investors held Waste Management (WM) as of Q2 2022, up from 1,661 in Q1 2022.
  • Funds reported $47.4B of Waste Management stock for Q2 2022, down 4.9% quarter-over-quarter.
  • 118 funds opened new Waste Management positions in Q2 2022 and 81 closed out, a net change of +37 holders.
  • The largest Waste Management buyer in Q2 2022 was Pictet Asset Management (Switzerland), an estimated $225M added.
  • The largest Waste Management seller in Q2 2022 was Aaron Wealth Advisors, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2022.