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Waste Management

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: 1,6911,737 (+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: 5834 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.88B +$81.4M +505,838 +1%
Gates Foundation Trust
2
Gates Foundation Trust
Washington
$5.53B
BlackRock
3
BlackRock
New York
$4.77B -$91.8M -570,349 -2%
State Street
4
State Street
Massachusetts
$2.91B +$109M +676,424 +4%
AWA
5
Arete Wealth Advisors
Illinois
$1.24B -$2.73K -17 -0.2%
Morgan Stanley
6
Morgan Stanley
New York
$1.16B +$277M +1,718,449 +30%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.1B +$5.47M +34,007 +0.5%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$895M -$48M -298,155 -5%
Ameriprise
9
Ameriprise
Minnesota
$891M +$2.5M +15,563 +0.3%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$857M -$8.71M -54,108 -1%
Lazard Asset Management
11
Lazard Asset Management
New York
$802M +$25.8M +160,466 +3%
Bank of America
12
Bank of America
North Carolina
$798M +$55.1M +342,387 +7%
Parnassus Investments
13
Parnassus Investments
California
$762M -$6.91M -42,918 -0.9%
Wells Fargo
14
Wells Fargo
California
$727M -$20.1M -124,659 -3%
Northern Trust
15
Northern Trust
Illinois
$679M -$5.39M -33,487 -0.8%
Norges Bank
16
Norges Bank
Norway
$658M +$29M +180,353 +4%
Amundi
17
Amundi
France
$573M -$136M -845,966 -19%
Capital Research Global Investors
18
Capital Research Global Investors
California
$519M -$5.46M -33,961 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$499M -$3.1M -19,264 -0.6%
ClearBridge Investments
20
ClearBridge Investments
New York
$479M -$54.4M -338,346 -10%
AllianceBernstein
21
AllianceBernstein
Tennessee
$432M -$10.1M -62,876 -2%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$429M -$35.6M -220,936 -7%
Legal & General Group
23
Legal & General Group
United Kingdom
$423M -$31.6M -196,599 -7%
Stifel Financial
24
Stifel Financial
Missouri
$374M +$7.24M +44,998 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$349M -$61.6M -382,595 -15%

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.