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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
TCM
1326
TD Capital Management
Tennessee
$8K
BWM
1327
Baystate Wealth Management
Massachusetts
$7K -$12.6K -125 -67%
EWP
1328
Engrave Wealth Partners
Texas
$7K
SIS
1329
Sound Income Strategies
Florida
$6K -$8.28K -82 -59%
EWA
1330
Evolution Wealth Advisors
Florida
$6K -$1.01K -10 -16%
RG
1331
Retirement Group
California
$6K +$6.06K +60 New
PIMG
1332
Patriot Investment Management Group
Tennessee
$5.29K +$5.05K +50 New
LWA
1333
Lenox Wealth Advisors
New York
$5K -$909 -9 -16%
RWG
1334
Regal Wealth Group
California
$5K -$101 -1 -2%
PFSC
1335
Peoples Financial Services Corp
Pennsylvania
$5K
RIA
1336
RPG Investment Advisory
California
$5K
WAMC
1337
Western Asset Management Company
California
$5K +$4.14K +41 New
CHA
1338
Carmichael Hill & Associates
Maryland
$5K +$5.05K +50 New
HIM
1339
Hillsdale Investment Management
Ontario, Canada
$4K -$1.01K -10 -22%
AF
1340
Arrow Financial
New York
$4K
JGIA
1341
Jackson Grant Investment Advisers
Connecticut
$4K
TAIM
1342
TD Ameritrade Investment Management
Nebraska
$4K
UFF
1343
USA Financial Formulas
Michigan
$4K +$3.23K +32 +1,067%
JWM
1344
Janiczek Wealth Management
Colorado
$4K +$3.53K +35 New
FMP
1345
Financial Management Professionals
Texas
$4K +$3.84K +38 New
JPLA
1346
Joseph P. Lucia & Associates
New York
$3K
EWM
1347
Elmwood Wealth Management
California
$3K +$1.01K +10 +50%
MIM
1348
Macroview Investment Management
Maryland
$3K +$2.42K +24 New
PA
1349
Perennial Advisors
New York
$3K +$2.63K +26 New
CAM
1350
ClariVest Asset Management
California
$2K

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.