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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
CA
751
Cornerstone Advisors
North Carolina
$1.03M -$3.51M -30,000 -79%
GPA
752
Garrison Point Advisors
California
$1.03M -$36.2K -310 -4%
KWM
753
Kingsview Wealth Management
Oregon
$1.02M -$31.3K -268 -3%
GAM
754
Griffin Asset Management
New York
$1.02M -$63.7K -545 -6%
SIM
755
Sterling Investment Management
Arizona
$1.02M -$42.8K -366 -4%
WT
756
Whittier Trust
California
$1.02M -$4.67K -40 -0.5%
WANY
757
Wealthspire Advisors (New York)
New York
$1.02M +$503K +4,307 +120%
SC
758
Shay Capital
New York
$1.01M +$916K +7,839 New
BPC
759
Banque Pictet & Cie
Switzerland
$1.01M -$327K -2,800 -26%
GCGDR
760
Geo Capital Gestora de Recursos
Brazil
$1M +$900K +7,699 +8,368%
AWP
761
Accretive Wealth Partners
New Jersey
$1M +$88.4K +756 +11%
BRWA
762
B. Riley Wealth Advisors
Florida
$997K +$286K +2,446 +46%
Rafferty Asset Management
763
Rafferty Asset Management
New York
$993K +$446K +3,818 +98%
BEAM
764
Baker Ellis Asset Management
Washington
$992K +$5.26K +45 +0.6%
RC
765
RegentAtlantic Capital
New Jersey
$986K +$520K +4,446 +139%
Alyeska Investment Group
766
Alyeska Investment Group
Illinois
$979K +$887K +7,586 New
BWG
767
Beta Wealth Group
California
$979K +$887K +7,591 New
SMH
768
Sanders Morris Harris
Texas
$973K
UCMOK
769
United Capital Management of KS
Kansas
$969K +$27.5K +235 +3%
NFG
770
Nations Financial Group
Iowa
$957K -$941K -8,050 -52%
IIM
771
Intact Investment Management
Quebec, Canada
$955K -$1.89M -16,200 -69%
EWM
772
Evercore Wealth Management
New York
$955K -$148K -1,267 -15%
WS
773
Wedbush Securities
California
$951K +$114K +973 +15%
FTDI
774
First Trust Direct Indexing
Massachusetts
$949K +$49.7K +425 +6%
PWM
775
Peterson Wealth Management
Nevada
$949K +$49.9K +427 +6%

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.