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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
V
876
VeraBank
Texas
$805K +$58.2K +389 +8%
MAM
877
Meeder Asset Management
Ohio
$805K +$129K +864 +19%
SG Americas Securities
878
SG Americas Securities
New York
$803K -$660K -4,412 -45%
PWM
879
Palumbo Wealth Management
New York
$803K -$61.7K -412 -7%
Fisher Asset Management
880
Fisher Asset Management
Washington
$799K +$154K +1,029 +24%
JAG
881
Journey Advisory Group
Kentucky
$798K +$250K +1,668 +45%
RI
882
Redwood Investments
Massachusetts
$796K
CAMG
883
CWA Asset Management Group
Florida
$794K -$1.8K -12 -0.2%
USCWA
884
U.S. Capital Wealth Advisors
Texas
$794K +$795K +5,315 New
TFA
885
Toth Financial Advisory
Virginia
$791K -$19.9K -133 -2%
WSFS
886
Wilmington Savings Fund Society
Delaware
$786K +$112K +750 +17%
WP
887
WealthSource Partners
California
$783K +$7.48K +50 +1%
BSW
888
Buckingham Strategic Wealth
Missouri
$782K +$99.4K +664 +15%
PP
889
Palladium Partners
Virginia
$781K
CBB
890
Citizens Business Bank
California
$781K +$27.2K +182 +4%
HWAM
891
Hennion & Walsh Asset Management
New Jersey
$779K -$65.1K -435 -8%
AIP
892
Ameritas Investment Partners
Nebraska
$779K -$25.6K -171 -3%
BHBT
893
Burke & Herbert Bank & Trust
Virginia
$773K -$1.35K -9 -0.2%
SFO
894
Stokes Family Office
Louisiana
$771K +$173K +1,159 +29%
FAIM
895
Financial Advocates Investment Management
Washington
$770K -$41.3K -276 -5%
OFS
896
Orrstown Financial Services
Pennsylvania
$767K -$58.5K -391 -7%
PFO
897
Pathstone Family Office
New Jersey
$763K +$68.5K +458 +10%
ACP
898
Ashfield Capital Partners
California
$761K
TFS
899
Thoroughbred Financial Services
Tennessee
$759K +$5.84K +39 +0.8%
AWE
900
Avidian Wealth Enterprises
Texas
$756K +$199K +1,329 +36%

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.