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Waste Management
WM

1,737 hedge funds and large institutions have $52B invested in Waste Management in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 623 increasing their positions, 658 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 81

14% more call options, than puts

Call options by funds: $330M | Put options by funds: $290M

3% more funds holding

Funds holding: 1,691 → 1,737 (+46)

0.08% less ownership

Funds ownership: 79.66% → 79.58% (-0.08%)

1% less capital invested

Capital invested by funds: $52.4B → $52B (-$391M)

5% less repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 658

41% less funds holding in top 10

Funds holding in top 10: 58 → 34 (-24)

Holders
1,737
Holders Change
+46
Holders Change %
+2.72%
% of All Funds
27.92%
Holding in Top 10
34
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-41.38%
% of All Funds
0.55%
New
167
Increased
623
Reduced
658
Closed
81
Calls
$330M
Puts
$290M
Net Calls
+$39.8M
Net Calls Change
+$35.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$277M
2
State Street
State Street
Massachusetts
+$109M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$81.4M
4
Swedbank
Swedbank
Sweden
+$75.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$64.5M

Top Sellers

Rank Fund Capital Flow
1
Amundi
Amundi
France
-$136M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$92.6M
3
BlackRock
BlackRock
New York
-$91.8M
4
Prudential Financial
Prudential Financial
New Jersey
-$66.2M
5
N
Nuveen
North Carolina
-$62.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1426
Cedar Brook Financial Partners
Ohio
$231K – – –
KMWM
1427
Keudell/Morrison Wealth Management
Oregon
$231K -$3.38K -21 -1%
GD
1428
Grandfield & Dodd
New York
$231K +$12.1K +75 +5%
RWP
1429
RWA Wealth Partners
Massachusetts
$231K -$13.4K -83 -5%
MWM
1430
Merriman Wealth Management
Washington
$230K +$236K +1,467 New
WA
1431
Wealth Architects
California
$229K -$4.5K -28 -2%
RWP
1432
Revolve Wealth Partners
New Jersey
$229K +$9.81K +61 +4%
CC
1433
Cannell & Co
New York
$227K – – –
WAG
1434
Winthrop Advisory Group
Massachusetts
$227K +$483 +3 +0.2%
NJBEST
1435
New Jersey Better Educational Savings Trust
New Jersey
$226K – – –
WDC
1436
Woodward Diversified Capital
California
$226K – – –
GLLW
1437
Graves Light Lenhart Wealth
Virginia
$225K – – –
CWM
1438
Congress Wealth Management
Massachusetts
$225K +$25.1K +156 +12%
SIC
1439
Sigma Investment Counselors
Michigan
$225K – – –
GJIC
1440
Gamble Jones Investment Counsel
California
$224K – – –
DE
1441
Day & Ennis
Georgia
$224K – – –
PIA
1442
Powell Investment Advisors
Florida
$224K -$40.1K -249 -15%
DMBA
1443
Deseret Mutual Benefit Administrators
Utah
$224K -$195K -1,213 -46%
CRIG
1444
Charter Research & Investment Group
Connecticut
$224K – – –
EPWM
1445
Essex Private Wealth Management
Massachusetts
$224K – – –
KC
1446
Knuff & Co
California
$224K – – –
RWB
1447
RMR Wealth Builders
New Jersey
$221K +$17.2K +107 +8%
IIM
1448
InTrack Investment Management
Vermont
$220K +$226K +1,405 New
DAM
1449
Diamant Asset Management
Connecticut
$220K – – –
SIAP
1450
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$219K -$80.5K -500 -26%
56 57
58
59 60

WM Hedge Fund Activity: Q4 2022 in Review

1,737 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2022, worth a combined $52B — down 0.75% from $52.4B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new WM positions and 81 closed out — a net gain of 86 holders — while 623 added to existing stakes and 658 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $277M. The largest seller was Amundi, cutting an estimated $136M.

  • 1,737 institutional investors held Waste Management (WM) as of Q4 2022, up from 1,691 in Q3 2022.
  • Funds reported $52B of Waste Management stock for Q4 2022, down 0.75% quarter-over-quarter.
  • 167 funds opened new Waste Management positions in Q4 2022 and 81 closed out, a net change of +86 holders.
  • The largest Waste Management buyer in Q4 2022 was Morgan Stanley, an estimated $277M added.
  • The largest Waste Management seller in Q4 2022 was Amundi, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2022.