We are live on ! Find out more
WM icon

Waste Management

1,695 hedge funds and large institutions have $52.3B invested in Waste Management in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 594 increasing their positions, 569 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 69

32% more call options, than puts

Call options by funds: $687M | Put options by funds: $521M

12% more capital invested

Capital invested by funds: $46.7B → $52.3B (+$5.52B)

10% more funds holding

Funds holding: 1,5441,695 (+151)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

4% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 569

0.81% more ownership

Funds ownership: 74.94%75.75% (+0.81%)

Holders
1,695
Holders Change
+151
Holders Change %
+9.78%
% of All Funds
26.08%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.46%
New
244
Increased
594
Reduced
569
Closed
69
Calls
$687M
Puts
$521M
Net Calls
+$165M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
451
Steward Partners Investment Advisory
New York
$4.52M -$30.6K -190 -0.7%
Kovitz Investment Group Partners
452
Kovitz Investment Group Partners
Illinois
$4.51M +$1.06M +6,567 +21%
PWP
453
Principle Wealth Partners
Connecticut
$4.49M -$144K -895 -3%
BAM
454
Belpointe Asset Management
Nevada
$4.48M +$260K +1,615 +6%
SMG
455
Spectrum Management Group
Indiana
$4.41M +$39.1K +243 +0.9%
S
456
Seeyond
France
$4.4M +$2.03M +12,634 +92%
AAIM
457
Asset Advisors Investment Management
Georgia
$4.39M +$56.3K +350 +1%
MCM
458
MAI Capital Management
Ohio
$4.35M +$2.53M +15,722 +152%
FAM
459
Fulcrum Asset Management
United Kingdom
$4.32M
HTC
460
Haverford Trust Company
Pennsylvania
$4.31M -$41.5K -258 -1%
ASN
461
Advisory Services Network
Georgia
$4.25M +$574K +3,571 +16%
IFAM
462
Institutional & Family Asset Management
Colorado
$4.25M -$372K -2,311 -8%
HCM
463
Hall Capital Management
Rhode Island
$4.24M -$505K -3,143 -11%
MCC
464
Money Concepts Capital
Florida
$4.22M +$4.07M +25,286 New
NAM
465
NTV Asset Management
West Virginia
$4.21M
RM
466
Resource Management
Louisiana
$4.15M +$1.61K +10 +0%
ISL
467
Ingalls & Snyder LLC
New York
$4.15M +$55.8K +347 +1%
GFG
468
Greystone Financial Group
Michigan
$4.14M -$2.01M -12,517 -34%
WC
469
Westhampton Capital
North Carolina
$4.11M -$16.1K -100 -0.4%
MWM
470
Marietta Wealth Management
Georgia
$4.09M +$65.6K +408 +2%
EWA
471
Exencial Wealth Advisors
Oklahoma
$4.08M +$73.3K +456 +2%
GEA
472
Glen Eagle Advisors
New Jersey
$4.04M +$136K +844 +4%
TCOV
473
Trust Company of Vermont
Vermont
$4.03M +$96.6K +601 +3%
BHC
474
Bowen Hanes & Co
Florida
$4.03M +$69.3K +431 +2%
LSERS
475
Louisiana State Employees Retirement System
Louisiana
$4.02M

WM Hedge Fund Activity: Q4 2021 in Review

1,695 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2021, worth a combined $52.3B — up 12% from $46.7B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new WM positions and 69 closed out — a net gain of 175 holders — while 594 added to existing stakes and 569 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $318M. The largest seller was Wellington Management Group, cutting an estimated $231M.

  • 1,695 institutional investors held Waste Management (WM) as of Q4 2021, up from 1,544 in Q3 2021.
  • Funds reported $52.3B of Waste Management stock for Q4 2021, up 12% quarter-over-quarter.
  • 244 funds opened new Waste Management positions in Q4 2021 and 69 closed out, a net change of +175 holders.
  • The largest Waste Management buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $318M added.
  • The largest Waste Management seller in Q4 2021 was Wellington Management Group, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2021.