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Waste Management

1,355 hedge funds and large institutions have $32.9B invested in Waste Management in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 546 increasing their positions, 490 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 81

14% more capital invested

Capital invested by funds: $29B → $32.9B (+$3.92B)

11% more repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 490

2% more funds holding

Funds holding: 1,3241,355 (+31)

1.03% less ownership

Funds ownership: 74.69%73.66% (-1%)

24% less call options, than puts

Call options by funds: $176M | Put options by funds: $231M

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

Holders
1,355
Holders Change
+31
Holders Change %
+2.34%
% of All Funds
27.78%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.37%
New
124
Increased
546
Reduced
490
Closed
81
Calls
$176M
Puts
$231M
Net Calls
-$55.8M
Net Calls Change
-$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1226
Harvest Fund Management
China
$66K -$55.9K -554 -47%
GWS
1227
Glassman Wealth Services
Virginia
$66K -$1.72K -17 -3%
CCM
1228
Cribstone Capital Management
Maine
$65K
PFO
1229
Pathstone Family Office
New Jersey
$63K
SWM
1230
Selective Wealth Management
Virginia
$63K +$10.1K +100 +20%
HFA
1231
HC Financial Advisors
California
$61K
EIP
1232
Ellis Investment Partners
Pennsylvania
$60K +$303 +3 +0.5%
RCC
1233
Red Cedar Capital
Nebraska
$56K
TC
1234
Trust Company
Kansas
$55K -$28.3K -280 -35%
ANBT
1235
American National Bank & Trust
Texas
$53K
FP
1236
Financial Perspectives
Minnesota
$53K
MWP
1237
Meridian Wealth Partners
Pennsylvania
$52K
OCM
1238
Ovata Capital Management
Hong Kong
$51K +$48.5K +480 New
APWA
1239
Atlas Private Wealth Advisors
New Jersey
$51K +$49K +485 New
SCA
1240
Stonebridge Capital Advisors
Minnesota
$50K -$2.02K -20 -4%
MIP
1241
Mondrian Investment Partners
United Kingdom
$50K
BHWM
1242
Bay Harbor Wealth Management
Maryland
$49K +$10K +99 +27%
FCA
1243
FinTrust Capital Advisors
South Carolina
$48K
LWM
1244
Liberty Wealth Management
California
$45K -$1.82K -18 -4%
CYG
1245
Clean Yield Group
Vermont
$45K
FANJ
1246
Financial Architects (New Jersey)
New Jersey
$44K +$14.3K +142 +52%
CIA
1247
Cascade Investment Advisors
Oregon
$42.4K
Bank Julius Baer & Co
1248
Bank Julius Baer & Co
Switzerland
$42K -$55.6K -551 -58%
MF
1249
Manchester Financial
California
$42K
PP
1250
Pacifica Partners
Canada
$42K

WM Hedge Fund Activity: Q2 2020 in Review

1,355 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2020, worth a combined $32.9B — up 14% from $29B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new WM positions and 81 closed out — a net gain of 43 holders — while 546 added to existing stakes and 490 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $246M. The largest seller was Osaic Holdings, cutting an estimated $340M.

  • 1,355 institutional investors held Waste Management (WM) as of Q2 2020, up from 1,324 in Q1 2020.
  • Funds reported $32.9B of Waste Management stock for Q2 2020, up 14% quarter-over-quarter.
  • 124 funds opened new Waste Management positions in Q2 2020 and 81 closed out, a net change of +43 holders.
  • The largest Waste Management buyer in Q2 2020 was Nordea Investment Management, an estimated $246M added.
  • The largest Waste Management seller in Q2 2020 was Osaic Holdings, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2020.