Three asset managers increased their WM positions by a net $96.6M in Q3 2026, led by Assenagon Asset Management nearly tripling its stake to $130.1M, while Wealth Enhancement Advisory Services trimmed $39.1M. The cluster signals institutional conviction in Waste Management's defensive waste-services cash flows amid a mixed rate environment.
Executive Summary
Three asset managers increased their WM positions by a net $96.6M in Q3 2026, led by Assenagon Asset Management nearly tripling its stake to $130.1M, while Wealth Enhancement Advisory Services trimmed $39.1M. The cluster signals institutional conviction in Waste Management's defensive waste-services cash flows amid a mixed rate environment.
Key Facts
- 3 institutions added $96.6M net to WM positions in Q3 2026
- Assenagon Asset Management doubled its stake (+282.2% shares, +$92.9M value) to $130.1M
- Farther Finance Advisors added 31.4% shares (+$1.2M) to $7.4M
- Mather Group added 75.2% shares (+$2.5M) to $6.5M
- Wealth Enhancement Advisory Services trimmed 31.6% shares (-$39.1M) to $79.1M
- All four funds are active asset managers — no passive/index fund signal
Financial Impact
Net institutional buying of $96.6M by 3 buyers vs $39.1M trimming by 1 seller; aggregate buyer holdings total $144.0M
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-WM-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | Institutional Cluster | $224.19 | awaiting T+60 | — | — |
Aug 26, 2026 8w ago | 8-K | $221.24 | awaiting T+60 | — | — |
May 13, 2026 23w ago | 8-K | $216.44 $227.68 | ▲ +5.19% | ▲ +0.76% | — |
May 13, 2026 23w ago | Court Ruling | $216.92 $225.85 | ▲ +4.12% | ▲ +0.86% | — |
Mar 2, 2026 34w ago | Insider Cluster | $242.11 $215.48 | ▼ −11.00% | ▼ −20.32% | — |
Mar 2, 2026 34w ago | Insider Cluster | $242.11 $215.48 | ▲ +11.00% | ▲ +20.32% | — |
Mar 2, 2026 34w ago | Insider Cluster | $242.11 $215.48 | ▲ +11.00% | ▲ +20.32% | — |
Feb 26, 2026 34w ago | Insider Cluster | $232.97 $217.75 | ▼ −6.53% | ▼ −14.29% | — |
Feb 26, 2026 34w ago | Insider Cluster | $232.97 $217.75 | ▲ +6.53% | ▲ +14.29% | — |
Feb 26, 2026 34w ago | Insider Cluster | $232.97 $217.75 | ▼ −6.53% | ▼ −14.29% | — |
US Market Status
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