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Waste Management

1,305 hedge funds and large institutions have $36B invested in Waste Management in 2019 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 494 increasing their positions, 474 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 68

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

2% more funds holding

Funds holding: 1,2821,305 (+23)

4% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 474

0.66% less ownership

Funds ownership: 74.62%73.96% (-0.66%)

1% less capital invested

Capital invested by funds: $36.5B → $36B (-$444M)

34% less call options, than puts

Call options by funds: $147M | Put options by funds: $221M

Holders
1,305
Holders Change
+23
Holders Change %
+1.79%
% of All Funds
28.61%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.81%
New
102
Increased
494
Reduced
474
Closed
68
Calls
$147M
Puts
$221M
Net Calls
-$74.3M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1226
Gemmer Asset Management
California
$33K
LFG
1227
Larson Financial Group
Missouri
$33K
BCI
1228
Brinker Capital Investments
Pennsylvania
$32K +$117 +1 +0.4%
RWA
1229
Ropes Wealth Advisors
Massachusetts
$32K +$8.76K +75 +38%
BG
1230
Bollard Group
Massachusetts
$31K +$234 +2 +0.7%
CAGAS
1231
Capital Advisory Group Advisory Services
Minnesota
$29K
MCM
1232
MV Capital Management
Maryland
$27K
SAM
1233
Shamrock Asset Management
Texas
$26K +$26.3K +225 New
HR
1234
Howe & Rusling
New York
$25K +$14.8K +127 +140%
LWCFA
1235
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
SL
1236
Salomon & Ludwin
Virginia
$24K
PFGIA
1237
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$21.7K -186 -48%
EARNEST Partners
1238
EARNEST Partners
Georgia
$23K
LWANC
1239
Laurel Wealth Advisors (North Carolina)
North Carolina
$23K
LWS
1240
Lucia Wealth Services
California
$23K
MSE
1241
MUFG Securities EMEA
United Kingdom
$22K
TIM
1242
Tortoise Investment Management
New York
$21K
VEA
1243
Virtus ETF Advisers
New York
$21K
CJA
1244
C-J Advisory
California
$20K
BGIM
1245
Brandywine Global Investment Management
Pennsylvania
$19K +$2.92K +25 +18%
LF
1246
Lee Financial
Texas
$18K
VRM
1247
Vectors Research Management
New York
$15K
GI
1248
GS Investments
Minnesota
$14.4K
FGAM
1249
Financial Gravity Asset Management
Texas
$14K -$18.9K -162 -57%
CA
1250
Centerpoint Advisors
Massachusetts
$14K

WM Hedge Fund Activity: Q3 2019 in Review

1,305 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q3 2019, worth a combined $36B — down 1.2% from $36.5B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WM positions and 68 closed out — a net gain of 34 holders — while 494 added to existing stakes and 474 trimmed.

The largest buyer was BlackRock, adding an estimated $175M. The largest seller was Wellington Management Group, cutting an estimated $239M.

  • 1,305 institutional investors held Waste Management (WM) as of Q3 2019, up from 1,282 in Q2 2019.
  • Funds reported $36B of Waste Management stock for Q3 2019, down 1.2% quarter-over-quarter.
  • 102 funds opened new Waste Management positions in Q3 2019 and 68 closed out, a net change of +34 holders.
  • The largest Waste Management buyer in Q3 2019 was BlackRock, an estimated $175M added.
  • The largest Waste Management seller in Q3 2019 was Wellington Management Group, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2019.