We are live on ! Find out more
WM icon

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
SIP
1326
Stoneridge Investment Partners
Pennsylvania
-$200K -1,927 Closed
WAM
1327
Wealthspire Advisors (Maryland)
Maryland
-$173K -1,669 Closed
MGIA
1328
Moneta Group Investment Advisors
Missouri
-$164K -1,578 Closed
BAM
1329
Bruderman Asset Management
New York
-$152K -1,460 Closed
CAM
1330
Cresset Asset Management
Illinois
-$151K -1,456 Closed
BUB
1331
BBVA USA Bancshares
Texas
-$146K -1,403 Closed
SAS
1332
Stelac Advisory Services
New York
-$122K -1,373 Closed
GCA
1333
Genesee Capital Advisors
New York
-$122K -1,178 Closed
CHP
1334
Cable Hill Partners
Oregon
-$108K -1,040 Closed
LC
1335
Lavaca Capital
Texas
-$106K -1,020 Closed
LFA
1336
Legacy Financial Advisors
Kentucky
-$71K -686 Closed
BMM
1337
Buffington Mohr McNeal
Idaho
-$64K -617 Closed
MNBTD
1338
Moody National Bank Trust Division
Texas
-$56K -539 Closed
DBT
1339
Dubuque Bank & Trust
Iowa
-$54K -524 Closed
AIM
1340
Assured Investment Management
New York
-$48K -463 Closed
PWM
1341
PRW Wealth Management
Massachusetts
-$43K -411 Closed
LMAM
1342
Legg Mason Asset Management
Japan
-$42K -400 Closed
KPW
1343
Kore Private Wealth
New York
-$41K -394 Closed
OFW
1344
Omnia Family Wealth
Florida
-$39K -377 Closed
AWM
1345
Aevitas Wealth Management
Massachusetts
-$31K -301 Closed
WTB
1346
Washington Trust Bank
Washington
-$28K -272 Closed
NWM
1347
Northwest Wealth Management
Iowa
-$27K -264 Closed
MSA
1348
Marino Stram & Associates
Massachusetts
-$23K -225 Closed
NWA
1349
New World Advisors
Massachusetts
-$16K -150 Closed
FC
1350
Ferris Capital
Massachusetts
-$13K -124 Closed

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.