We are live on ! Find out more
WM icon

Waste Management

1,489 hedge funds and large institutions have $40.9B invested in Waste Management in 2021 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 562 increasing their positions, 542 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

45% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 96

40% more call options, than puts

Call options by funds: $376M | Put options by funds: $268M

10% more capital invested

Capital invested by funds: $37.3B → $40.9B (+$3.6B)

2% more funds holding

Funds holding: 1,4561,489 (+33)

1.16% more ownership

Funds ownership: 74.38%75.54% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 542

Holders
1,489
Holders Change
+33
Holders Change %
+2.27%
% of All Funds
26.15%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
139
Increased
562
Reduced
542
Closed
96
Calls
$376M
Puts
$268M
Net Calls
+$108M
Net Calls Change
+$97.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
526
Aull & Monroe Investment Management
Alabama
$2.48M -$64.3K -550 -3%
UCFA
527
United Capital Financial Advisors
Texas
$2.47M +$431K +3,688 +24%
GIA
528
Guyasuta Investment Advisors
Pennsylvania
$2.46M
HW
529
Hedeker Wealth
Illinois
$2.45M +$35.4K +303 +2%
AAM
530
Advisors Asset Management
Colorado
$2.43M +$70.4K +602 +3%
RFA
531
Reilly Financial Advisors
California
$2.42M +$71.6K +613 +3%
CI
532
CX Institutional
Indiana
$2.4M -$2.4M -20,536 -52%
FFN
533
Focus Financial Network
Minnesota
$2.4M +$1.1M +9,436 +103%
HFBOT
534
Home Federal Bank of Tennessee
Tennessee
$2.39M +$11.7K +100 +0.5%
OWA
535
Octavia Wealth Advisors
Ohio
$2.38M -$95K -813 -4%
1SB
536
1ST Source Bank
Indiana
$2.37M -$29.5K -252 -1%
SFS
537
Sowell Financial Services
Arkansas
$2.37M +$339K +2,904 +21%
CWG
538
C WorldWide Group
Denmark
$2.36M +$2.13M +18,264 New
SLG
539
Stanley-Laman Group
Pennsylvania
$2.35M +$103K +885 +5%
PRS
540
Pinkerton Retirement Specialists
Idaho
$2.35M +$54.8K +469 +3%
CAN
541
Cetera Advisor Networks
California
$2.35M +$36.3K +311 +2%
SIP
542
Stoneridge Investment Partners
Pennsylvania
$2.33M +$1.55M +13,300 +279%
JCM
543
Jacobi Capital Management
Pennsylvania
$2.32M +$8.06K +69 +0.4%
CG
544
Colony Group
Massachusetts
$2.31M +$616K +5,273 +42%
BL
545
BFSG LLC
California
$2.3M +$99.6K +852 +5%
DL
546
DOHJ LLC
Washington
$2.3M +$766K +6,551 +58%
XWM
547
Xcel Wealth Management
Florida
$2.29M +$437K +3,735 +27%
PI
548
Pettee Investors
Connecticut
$2.28M +$17.5K +150 +0.9%
NMIMC
549
Northwestern Mutual Investment Management Company
Wisconsin
$2.28M -$431K -3,688 -17%
PIG
550
Pantheon Investment Group
California
$2.28M +$355K +3,039 +21%

WM Hedge Fund Activity: Q1 2021 in Review

1,489 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2021, worth a combined $40.9B — up 9.7% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WM positions and 96 closed out — a net gain of 43 holders — while 562 added to existing stakes and 542 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $626M. The largest seller was Jackson Square Partners, cutting an estimated $248M.

  • 1,489 institutional investors held Waste Management (WM) as of Q1 2021, up from 1,456 in Q4 2020.
  • Funds reported $40.9B of Waste Management stock for Q1 2021, up 9.7% quarter-over-quarter.
  • 139 funds opened new Waste Management positions in Q1 2021 and 96 closed out, a net change of +43 holders.
  • The largest Waste Management buyer in Q1 2021 was Wellington Management Group, an estimated $626M added.
  • The largest Waste Management seller in Q1 2021 was Jackson Square Partners, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2021.