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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
FPF
851
First Pacific Financial
Washington
$1.05M +$19.6K +122 +2%
ZB
852
Zions Bancorporation
Utah
$1.05M +$70.6K +439 +7%
AW
853
Alaethes Wealth
Nevada
$1.05M -$506K -3,144 -33%
Federated Hermes
854
Federated Hermes
Pennsylvania
$1.04M -$17.2K -107 -2%
ACM
855
Advisors Capital Management
New Jersey
$1.03M +$6.91K +43 +0.7%
S
856
SignatureFD
Georgia
$1.03M +$113K +702 +13%
CCM
857
Coldstream Capital Management
Washington
$1.03M +$355K +2,210 +56%
MM
858
MQS Management
New York
$1.03M +$992K +6,168 New
FHA
859
First Horizon Advisors
Tennessee
$1.03M -$17.4K -108 -2%
MMHP
860
Murphy Middleton Hinkle & Parker
Georgia
$1.02M -$9.97K -62 -1%
WJWM
861
Williams Jones Wealth Management
New York
$1.02M +$31.4K +195 +3%
TFA
862
Toth Financial Advisory
Virginia
$1.01M +$127K +791 +15%
WTC
863
WhitTier Trust Company
Nevada
$1.01M
IBOK
864
Independence Bank of Kentucky
Kentucky
$1.01M -$298K -1,855 -23%
TU
865
TDAM USA
Ontario, Canada
$1.01M +$86.3K +537 +10%
DF
866
Donoghue Forlines
Massachusetts
$1M +$968K +6,018 New
SHA
867
Seneca House Advisors
Virginia
$1M +$175K +1,089 +22%
SFA
868
Sequoia Financial Advisors
Ohio
$1M +$627K +3,897 +186%
FCM
869
Fortis Capital Management
Washington
$998K +$66.2K +412 +7%
MSCM
870
McElhenny Sheffield Capital Management
Texas
$997K +$161K +999 +20%
CWS
871
Confluence Wealth Services
Pennsylvania
$996K +$960K +5,968 New
JCA
872
January Capital Advisors
California
$995K +$958K +5,960 New
FA
873
FDx Advisors
Illinois
$992K -$17.5K -109 -2%
JIP
874
JBJ Investment Partners
South Carolina
$989K -$349K -2,168 -27%
MFG
875
Merit Financial Group
Georgia
$989K +$2.41K +15 +0.3%

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.