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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
NL
701
NVWM LLC
Pennsylvania
$1.2M +$36.3K +311 +3%
CK
702
Cohen Klingenstein
New York
$1.2M
RCA
703
Ranch Capital Advisors
Florida
$1.2M +$22.4K +192 +2%
MCM
704
Mengis Capital Management
Oregon
$1.2M -$34.8K -298 -3%
NA
705
NewEdge Advisors
Louisiana
$1.2M -$6.54K -56 -0.6%
HAIM
706
Hunter Associates Investment Management
Pennsylvania
$1.19M
BFEC
707
Benjamin F. Edwards & Company
Missouri
$1.19M -$15.9K -136 -1%
JWM
708
JGP Wealth Management
Oregon
$1.18M -$234 -2 -0%
SAM
709
Strategy Asset Managers
California
$1.18M -$63.5K -543 -6%
SMG
710
Spectrum Management Group
Indiana
$1.18M +$701 +6 +0.1%
IFG
711
Independent Financial Group
California
$1.18M +$73.4K +628 +7%
CH
712
Canton Hathaway
Rhode Island
$1.17M
MFAM
713
Motley Fool Asset Management
Virginia
$1.17M -$75.9K -649 -7%
JDR
714
Jay D. Rosenbaum
$1.17M +$45K +385 +4%
VFA
715
Voya Financial Advisors
Connecticut
$1.17M +$64.5K +552 +7%
NGA
716
Naples Global Advisors
Florida
$1.17M +$83.6K +715 +9%
MCIA
717
Mountain Capital Investment Advisors
Colorado
$1.16M +$102K +872 +11%
EI
718
Ethic Inc
New York
$1.16M +$457K +3,908 +77%
KA
719
Kovack Advisors
Florida
$1.16M -$125K -1,068 -11%
AW
720
Alaethes Wealth
Nevada
$1.16M +$1.05M +8,967 New
JIP
721
JBJ Investment Partners
South Carolina
$1.15M -$222K -1,902 -18%
FDCDDQ
722
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.15M -$4M -34,224 -79%
RCM
723
RB Capital Management
Nevada
$1.14M +$26.4K +226 +3%
RAM
724
Roanoke Asset Management
New Jersey
$1.13M
WEPOG
725
Wealth Enhancement & Preservation of GA
Georgia
$1.12M +$9.58K +82 +1%

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.