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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
SWA
1226
Sutton Wealth Advisors
Florida
$206K +$2.33K +20 +1%
IRC
1227
Investors Research Corp
Georgia
$205K +$583 +5 +0.3%
FHC
1228
Forest Hill Capital
Arkansas
$204K -$195K -1,676 -49%
HCM
1229
HM Capital Management
Missouri
$204K +$202K +1,728 New
SEP
1230
Southland Equity Partners
Missouri
$202K +$199K +1,709 New
BG
1231
Bollard Group
Massachusetts
$201K +$117 +1 +0.1%
GA
1232
GFS Advisors
Texas
$200K -$28K -240 -12%
CFSG
1233
Community Financial Services Group
Vermont
$200K -$20.5K -176 -9%
IWA
1234
Inspirion Wealth Advisors
Illinois
$200K +$198K +1,694 New
BDF
1235
Balasa Dinverno & Foltz
$200K +$198K +1,697 New
GLLW
1236
Graves Light Lenhart Wealth
Virginia
$198K +$196K +1,677 New
CA
1237
Clearstead Advisors
Ohio
$197K -$11.2K -96 -5%
FHA
1238
First Horizon Advisors
Tennessee
$196K
KTC
1239
Kistler-Tiffany Companies
Pennsylvania
$194K +$114K +981 +148%
TPWA
1240
TRUE Private Wealth Advisors
Oregon
$193K
PWPS
1241
Pinnacle Wealth Planning Services
Ohio
$191K +$189K +1,623 New
First Manhattan
1242
First Manhattan
New York
$190K -$8.16K -70 -4%
AL
1243
ADE LLC
Maryland
$188K +$186K +1,591 New
QCG
1244
Quadrant Capital Group
Ohio
$183K +$29.7K +255 +20%
PK
1245
Pflug Koory
Nebraska
$178K
MIM
1246
Merrion Investment Management
New Jersey
$177K +$175K +1,500 New
PFGIA
1247
Patriot Financial Group Insurance Agency
Massachusetts
$175K +$196K +1,677 +806%
NIM
1248
NuWave Investment Management
New Jersey
$174K -$283K -2,425 -62%
SBSB
1249
Sullivan, Bruyette, Speros & Blaney
Virginia
$173K +$2.68K +23 +2%
SBL
1250
Sargent Bickham Lagudis
Colorado
$171K +$49K +420 +41%

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.