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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
SWIG
776
Strategic Wealth Investment Group
Kentucky
$1.32M +$483K +3,003 +61%
JCM
777
Jag Capital Management
Missouri
$1.31M +$311K +1,936 +33%
HCM
778
HMS Capital Management
Tennessee
$1.31M +$72.2K +449 +6%
IFG
779
Independent Financial Group
California
$1.31M +$46.1K +287 +4%
KWM
780
Keebeck Wealth Management
Illinois
$1.3M +$354K +2,204 +40%
FF
781
FourThought Financial
Florida
$1.29M -$122K -760 -9%
GT
782
Greenleaf Trust
Michigan
$1.28M +$77.8K +484 +7%
T
783
TCWP
Ohio
$1.27M +$1.23M +7,637 New
MA
784
Mutual Advisors
Nebraska
$1.27M +$13.2K +82 +1%
JAG
785
Journey Advisory Group
Kentucky
$1.27M +$365K +2,269 +42%
CAM
786
Cresset Asset Management
Illinois
$1.27M -$364K -2,263 -23%
PPWM
787
Paragon Private Wealth Management
Kentucky
$1.26M +$1.22M +7,571 New
SMH
788
Sanders Morris Harris
Texas
$1.26M
SIM
789
Sterling Investment Management
Arizona
$1.25M -$34.2K -213 -3%
BSB
790
Bangor Savings Bank
Maine
$1.25M +$111K +691 +10%
PTC
791
Private Trust Company
Ohio
$1.25M -$92.5K -575 -7%
EI
792
Ethic Inc
New York
$1.24M -$475K -2,953 -28%
BONST
793
Bank of Nova Scotia Trust
Ontario, Canada
$1.24M +$47.4K +295 +4%
BEAM
794
Baker Ellis Asset Management
Washington
$1.24M
TC
795
Titleist Capital
Texas
$1.24M +$1.19M +7,416 New
PP
796
Pegasus Partners
Wisconsin
$1.24M -$160K -995 -12%
WFI
797
West Family Investments
California
$1.23M -$148K -922 -11%
OAM
798
Oppenheimer Asset Management
New York
$1.23M -$131K -813 -10%
Fayez Sarofim & Co
799
Fayez Sarofim & Co
Texas
$1.23M +$161K +1,000 +16%
BB
800
Busey Bank
Illinois
$1.2M -$4.5K -28 -0.4%

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.