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Waste Management

1,282 hedge funds and large institutions have $36.5B invested in Waste Management in 2019 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 483 increasing their positions, 465 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 71

10% more capital invested

Capital invested by funds: $33.1B → $36.5B (+$3.42B)

2% more funds holding

Funds holding: 1,2551,282 (+27)

4% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 465

0.44% less ownership

Funds ownership: 75.07%74.62% (-0.44%)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

27% less call options, than puts

Call options by funds: $162M | Put options by funds: $222M

Holders
1,282
Holders Change
+27
Holders Change %
+2.15%
% of All Funds
27.85%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.74%
New
115
Increased
483
Reduced
465
Closed
71
Calls
$162M
Puts
$222M
Net Calls
-$59.8M
Net Calls Change
-$78.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1251
Meridian Wealth Management
Kentucky
$8.08K +$4.88K +45 +0.6%
BWL
1252
Bogart Wealth LLC
Virginia
$8K
BWM
1253
Baystate Wealth Management
Massachusetts
$7K
GI
1254
Gradient Investments
Minnesota
$7K
TFA
1255
Toth Financial Advisory
Virginia
$7K
TJHA
1256
Thomas J. Herzfeld Advisors
Florida
$7K +$1.52K +14 +31%
HIM
1257
Hillsdale Investment Management
Ontario, Canada
$7K +$1.63K +15 +33%
TFO
1258
Tarbox Family Office
California
$7K +$2.5K +23 +56%
BL
1259
Balentine LLC
Georgia
$7K +$6.18K +57 New
PW
1260
Price Wealth
Texas
$7K +$6.94K +64 New
RWG
1261
Regal Wealth Group
California
$6K
CFA
1262
Camarda Financial Advisors
Florida
$6K +$5.21K +48 New
EWA
1263
Evolution Wealth Advisors
Florida
$6K +$5.75K +53 New
W
1264
WealthStone
Ohio
$5.77K +$5.42K +50 New
PFSC
1265
Peoples Financial Services Corp
Pennsylvania
$5K +$4.99K +46 New
UB
1266
UMB Bank
Missouri
$4.41K +$62.3K +574 +2%
JPLA
1267
Joseph P. Lucia & Associates
New York
$4K -$340K -3,133 -99%
TAIM
1268
TD Ameritrade Investment Management
Nebraska
$4K -$22K -203 -86%
JGIA
1269
Jackson Grant Investment Advisers
Connecticut
$4K
JAM
1270
JCIC Asset Management
Ontario, Canada
$4K
LFG
1271
LifePlan Financial Group
Ohio
$4K
AOWM
1272
Alpha Omega Wealth Management
Virginia
$4K +$3.58K +33 New
LHC
1273
Little House Capital
Massachusetts
$3.81K -$15.1K -139 -0.4%
SFA
1274
Semmax Financial Advisors
North Carolina
$3K -$28.8K -265 -91%
EWM
1275
Elmwood Wealth Management
California
$3K

WM Hedge Fund Activity: Q2 2019 in Review

1,282 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2019, worth a combined $36.5B — up 10% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new WM positions and 71 closed out — a net gain of 44 holders — while 483 added to existing stakes and 465 trimmed.

The largest buyer was Nuveen, adding an estimated $403M. The largest seller was Morgan Stanley, cutting an estimated $184M.

  • 1,282 institutional investors held Waste Management (WM) as of Q2 2019, up from 1,255 in Q1 2019.
  • Funds reported $36.5B of Waste Management stock for Q2 2019, up 10% quarter-over-quarter.
  • 115 funds opened new Waste Management positions in Q2 2019 and 71 closed out, a net change of +44 holders.
  • The largest Waste Management buyer in Q2 2019 was Nuveen, an estimated $403M added.
  • The largest Waste Management seller in Q2 2019 was Morgan Stanley, an estimated $184M sold.

Based on aggregated 13F filings for Q2 2019.