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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
BAM
1726
Bellevue Asset Management
Washington
$1.56K – – –
AIC
1727
Archer Investment Corporation
Indiana
$1.25K – – –
AF
1728
Affiance Financial
Minnesota
$1.25K +$1.29K +8 New
FSWA
1729
Financial Synergies Wealth Advisors
Texas
$1.1K – – –
BA
1730
Bellwether Advisors
Nebraska
$1.1K – – –
CHA
1731
Carmichael Hill & Associates
Maryland
$1.1K – – –
RWPA
1732
Richard W. Paul & Associates
Michigan
$1.1K +$1.13K +7 New
NMG
1733
New Millennium Group
Utah
$838 – – –
LF
1734
Lee Financial
Texas
$628 – – –
DJSG
1735
D.J. St. Germain
Massachusetts
$300 – – –
TWP
1736
TFO Wealth Partners
Ohio
$168 +$805 +5 New
BCM
1737
Blume Capital Management
California
$158 +$161 +1 New
WIM
1738
Westside Investment Management
California
$41 +$161 +1 +0.4%
VMPIC
1739
Varma Mutual Pension Insurance Co
Finland
– -$21.8M -136,000 Closed
Lord, Abbett & Co
1740
Lord, Abbett & Co
New Jersey
– -$21.6M -135,000 Closed
QC
1741
Quadrature Capital
United Kingdom
– -$18M -112,221 Closed
MA
1742
MUFG Americas
New York
– -$15.3M -95,532 Closed
MSE
1743
MUFG Securities EMEA
United Kingdom
– -$10.4M -65,000 Closed
UOC
1744
UBS O'Connor
Illinois
– -$5.64M -35,201 Closed
LSA
1745
L & S Advisors
California
– -$4.68M -29,187 Closed
KWILP
1746
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$3.9M -25,510 Closed
PAA
1747
Peregrine Asset Advisers
Oregon
– -$3.98M -24,869 Closed
TI
1748
Trexquant Investment
Connecticut
– -$2.74M -17,104 Closed
WAM
1749
Wakefield Asset Management
Colorado
– -$2.41M -15,040 Closed
LPARFS
1750
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– -$1.6M -10,000 Closed
68 69
70
71 72

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.