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Waste Management

1,544 hedge funds and large institutions have $46.7B invested in Waste Management in 2021 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 597 increasing their positions, 534 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 71

26% more funds holding in top 10

Funds holding in top 10: 2329 (+6)

12% more repeat investments, than reductions

Existing positions increased: 597 | Existing positions reduced: 534

6% more capital invested

Capital invested by funds: $44.1B → $46.7B (+$2.61B)

2% more funds holding

Funds holding: 1,5211,544 (+23)

0.28% less ownership

Funds ownership: 75.22%74.94% (-0.28%)

14% less call options, than puts

Call options by funds: $294M | Put options by funds: $341M

Holders
1,544
Holders Change
+23
Holders Change %
+1.51%
% of All Funds
27.03%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.51%
New
116
Increased
597
Reduced
534
Closed
71
Calls
$294M
Puts
$341M
Net Calls
-$46.9M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
BWG
826
Beta Wealth Group
California
$919K -$250K -1,671 -21%
FI
827
Fosun International
China
$916K
VHAM
828
Van Hulzen Asset Management
California
$911K -$5.99K -40 -0.7%
WTC
829
WhitTier Trust Company
Nevada
$907K
SWM
830
Segment Wealth Management
Texas
$904K -$52.7K -352 -5%
FA
831
FDx Advisors
Illinois
$904K +$37.6K +251 +4%
IC
832
IEQ Capital
California
$890K +$130K +869 +17%
WG
833
Welch Group
Alabama
$889K +$18.7K +125 +2%
JCM
834
Jag Capital Management
Missouri
$888K +$362K +2,416 +68%
MFG
835
Merit Financial Group
Georgia
$883K +$9.28K +62 +1%
WJWM
836
Williams Jones Wealth Management
New York
$882K +$344K +2,300 +64%
ZB
837
Zions Bancorporation
Utah
$877K +$240K +1,607 +38%
CC
838
Chicago Capital
Illinois
$874K +$15.3K +102 +2%
BAMF
839
BI Asset Management Fondsmaeglerselskab
Denmark
$873K
MWC
840
MBM Wealth Consultants
Missouri
$871K +$13K +87 +2%
EFS
841
Essex Financial Services
Connecticut
$868K -$24.1K -161 -3%
VVP
842
Venture Visionary Partners
Ohio
$868K +$44.9K +300 +5%
CP
843
Capital Planning
Washington
$866K
OTPPB
844
Ontario Teachers' Pension Plan Board
Ontario, Canada
$865K +$553K +3,698 +177%
VCAM
845
Van Cleef Asset Management
Ohio
$862K -$2.1K -14 -0.2%
MAM
846
Madison Asset Management
Wisconsin
$861K +$82.3K +550 +11%
MCA
847
Mercer Capital Advisers
New Jersey
$859K
FWP
848
FAS Wealth Partners
Kansas
$858K +$748 +5 +0.1%
ARMT
849
Amica Retiree Medical Trust
Rhode Island
$854K -$377K -2,518 -31%
CC
850
Cannell Capital
Wyoming
$849K

WM Hedge Fund Activity: Q3 2021 in Review

1,544 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q3 2021, worth a combined $46.7B — up 5.9% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new WM positions and 71 closed out — a net gain of 45 holders — while 597 added to existing stakes and 534 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $146M. The largest seller was Wellington Management Group, cutting an estimated $214M.

  • 1,544 institutional investors held Waste Management (WM) as of Q3 2021, up from 1,521 in Q2 2021.
  • Funds reported $46.7B of Waste Management stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 116 funds opened new Waste Management positions in Q3 2021 and 71 closed out, a net change of +45 holders.
  • The largest Waste Management buyer in Q3 2021 was Bank of Montreal, an estimated $146M added.
  • The largest Waste Management seller in Q3 2021 was Wellington Management Group, an estimated $214M sold.

Based on aggregated 13F filings for Q3 2021.