We are live on ! Find out more
WM icon

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
CIA
1326
Cascade Investment Advisors
Oregon
$47.2K
Bank Julius Baer & Co
1327
Bank Julius Baer & Co
Switzerland
$47K -$117 -1 -0.3%
MF
1328
Manchester Financial
California
$47K
PP
1329
Pacifica Partners
Canada
$47K
CAAS
1330
Capital Asset Advisory Services
Michigan
$47K +$46.6K +400 New
SL
1331
Savior LLC
Massachusetts
$46K -$33.7K -289 -43%
TC
1332
Trust Company
Kansas
$45K
PWM
1333
Perigon Wealth Management
California
$45K +$44.5K +382 New
WPA
1334
West Paces Advisors
Georgia
$44.1K
CAGAS
1335
Capital Advisory Group Advisory Services
Minnesota
$44K
LWM
1336
Liberty Wealth Management
California
$44K +$117 +1 +0.3%
SNT
1337
Security National Trust
West Virginia
$43K +$15.6K +134 +57%
GSAM
1338
Grant Street Asset Management
Pennsylvania
$43K +$42.2K +362 New
LWCFA
1339
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K +$11.7K +100 +39%
CWP
1340
Concord Wealth Partners
Virginia
$42K +$41.4K +355 New
KFI
1341
Key Financial Inc
Pennsylvania
$42K +$41.7K +358 New
LC
1342
Lindbrook Capital
California
$40K
AWM
1343
Accel Wealth Management
Iowa
$39K +$38.7K +332 New
TFIPS
1344
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.8K +$38.4K +329 New
POIA
1345
Pin Oak Investment Advisors
Texas
$38K
TLFA
1346
True Link Financial Advisors
California
$37K +$36.7K +315 New
CB
1347
CNB Bank
Pennsylvania
$36K
MAWCM
1348
Mine & Arao Wealth Creation & Management
California
$36K
GWM
1349
Greenhouse Wealth Management
Connecticut
$36K +$35.6K +305 New
Loomis, Sayles & Company
1350
Loomis, Sayles & Company
Massachusetts
$35K -$3.03K -26 -8%

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.