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Waste Management
WM

Overview Fund Activity

1,356 hedge funds and large institutions have $35.9B invested in Waste Management in 2019 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 511 increasing their positions, 472 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
+54
Holders Change %
+4.15%
% of All Funds
26.78%
Holding in Top 10
30
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.92%
% of All Funds
0.59%
New
161
Increased
511
Reduced
472
Closed
87
Calls
$162M
Puts
$233M
Net Calls
-$71.7M
Net Calls Change
+$2.59M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$157M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$122M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$121M
4
Macquarie Group
Macquarie Group
Australia
+$104M
5
First Trust Advisors
First Trust Advisors
Illinois
+$102M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$176M
2
Citadel Advisors
Citadel Advisors
Florida
-$80.2M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$76.2M
4
Millennium Management
Millennium Management
New York
-$74.3M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
1251
TCI Wealth Advisors
Arizona
$44K +$2.29K +20 +5%
APW
1252
Acima Private Wealth
Virginia
$43K – – –
ADL
1253
Asset Dedication LLC
California
$42K +$4.44K +39 +12%
ANBT
1254
American National Bank & Trust
Texas
$41K +$41K +500 New
CHAM
1255
Clear Harbor Asset Management
Connecticut
$39.9K +$39.9K +350 New
GI
1256
Gradient Investments
Minnesota
$39K -$48.9K -434 -56%
1W
1257
1776 Wealth
Georgia
$39K +$39K +350 New
AP
1258
Arlington Partners
Alabama
$38K – – –
GIC
1259
Gantzert Investment Company
Illinois
$37K – – –
HFS
1260
HBC Financial Services
Washington
$37K +$37K +321 New
LAS
1261
Lloyd Advisory Services
Georgia
$36K +$36K +315 New
LWCFA
1262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K +$11.4K +100 +48%
MAWCM
1263
Mine & Arao Wealth Creation & Management
California
$35K +$35K +305 New
CFFP
1264
Center for Financial Planning
Michigan
$34K +$34K +296 New
SWM
1265
Sugarloaf Wealth Management
Georgia
$34K +$34K +300 New
APWM
1266
Atlas Private Wealth Management
New York
$34K +$34K +300 New
GAM
1267
Gemmer Asset Management
California
$32K – – –
LFG
1268
Larson Financial Group
Missouri
$32K – – –
FANJ
1269
Financial Architects (New Jersey)
New Jersey
$31K -$142K -1,250 -82%
BG
1270
Bollard Group
Massachusetts
$31K +$114 +1 +0.4%
BCI
1271
Brinker Capital Investments
Pennsylvania
$29K -$3.31K -29 -10%
MCM
1272
MV Capital Management
Maryland
$27K – – –
SLF
1273
Sun Life Financial
Ontario, Canada
$26K -$10.1K -89 -28%
IWP
1274
IAG Wealth Partners
Wisconsin
$26K +$26K +225 New
PFGIA
1275
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$464 +4 +2%
49 50
51
52 53