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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
CWM
1801
Castle Wealth Management
Florida
– -$112K -700 Closed
EIP
1802
Ellis Investment Partners
Pennsylvania
– -$112K -699 Closed
WWMSC
1803
Wagner Wealth Management (South Carolina)
South Carolina
– -$111K -692 Closed
RG
1804
Richelieu Gestion
France
– -$96K -600 Closed
EC
1805
EdgeRock Capital
Colorado
– -$89K -558 Closed
AIM
1806
Axiom Investment Management
New York
– -$81K -500 Closed
ODG
1807
O'Dell Group
Ohio
– -$80K -500 Closed
CL
1808
COWA LLC
Oklahoma
– -$24K -150 Closed
AFG
1809
Albion Financial Group
Utah
– -$21K -128 Closed
IAMOG
1810
Investors Asset Management of Georgia
Georgia
– -$20K -123 Closed
HR
1811
Howe & Rusling
New York
– -$16K -100 Closed
PG
1812
Proffitt & Goodson
Tennessee
– -$15K -96 Closed
ACK
1813
Andrew C. Karlinski
– -$11K -70 Closed
Optiver Holding
1814
Optiver Holding
Netherlands
– -$11K -70 Closed
LWP
1815
Laurel Wealth Planning
Minnesota
– -$8K -50 Closed
CAM
1816
Costello Asset Management
Pennsylvania
– -$7K -45 Closed
HC
1817
Hoese & Co
Minnesota
– -$2K -12 Closed
LTI
1818
Laffer Tengler Investments
Tennessee
– -$1.31K -8 Closed
FCAS
1819
First Command Advisory Services
Texas
– +$3.86K +24 New
69 70 71 72
73

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.