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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
KWM
851
Keebeck Wealth Management
Illinois
$719K
TFA
852
Toth Financial Advisory
Virginia
$717K +$408K +3,491 +169%
ISWM
853
Independent Solutions Wealth Management
New York
$715K -$33.5K -287 -5%
MFA
854
Mayflower Financial Advisors
Massachusetts
$715K +$9.7K +83 +2%
SCM
855
SOL Capital Management
Maryland
$710K
VVP
856
Venture Visionary Partners
Ohio
$710K +$304K +2,600 +89%
IAIM
857
International Assets Investment Management
Florida
$710K +$339K +2,903 +102%
Federated Hermes
858
Federated Hermes
Pennsylvania
$707K -$242K -2,068 -27%
MIM
859
MTM Investment Management
South Carolina
$707K
BSW
860
Buckingham Strategic Wealth
Missouri
$703K -$72.1K -617 -10%
SP
861
Symmetry Partners
Connecticut
$700K -$305K -2,613 -32%
GCMG
862
Gyroscope Capital Management Group
Florida
$697K -$21.2K -181 -3%
FPF
863
First Pacific Financial
Washington
$697K +$100K +857 +19%
AIP
864
Ameritas Investment Partners
Nebraska
$695K -$31.4K -269 -5%
FAIM
865
Financial Advocates Investment Management
Washington
$695K -$9.58K -82 -1%
PWM
866
Palumbo Wealth Management
New York
$694K +$53.3K +456 +9%
IWM
867
IHT Wealth Management
Illinois
$689K -$818 -7 -0.1%
RI
868
Redwood Investments
Massachusetts
$687K -$1.01M -8,654 -62%
FMLI
869
Fukoku Mutual Life Insurance
Japan
$684K
CBT
870
Central Bank & Trust
Kentucky
$683K -$355K -3,034 -36%
ET
871
Equitable Trust
Tennessee
$683K
PA
872
Profund Advisors
Maryland
$681K +$14.5K +124 +2%
SWM
873
SeaCrest Wealth Management
New York
$679K -$327K -2,797 -35%
PP
874
Palladium Partners
Virginia
$674K -$13.4K -115 -2%
PAM
875
Paradigm Asset Management
New York
$671K -$58.4K -500 -9%

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.