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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
MWC
876
MBM Wealth Consultants
Missouri
$987K +$13.2K +82 +1%
CC
877
Chicago Capital
Illinois
$977K
BAMF
878
BI Asset Management Fondsmaeglerselskab
Denmark
$976K
FWP
879
FAS Wealth Partners
Kansas
$976K +$16.7K +104 +2%
ITFISA
880
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$974K +$43.4K +270 +5%
WG
881
Welch Group
Alabama
$972K -$20.1K -125 -2%
VVP
882
Venture Visionary Partners
Ohio
$970K
CP
883
Capital Planning
Washington
$968K
AWA
884
Arkadios Wealth Advisors
Georgia
$962K -$96.5K -600 -9%
EFS
885
Essex Financial Services
Connecticut
$961K -$9.16K -57 -1%
PWM
886
Palumbo Wealth Management
New York
$946K +$47.4K +295 +5%
MFW
887
Meristem Family Wealth
Minnesota
$944K
AT
888
American Trust
Kentucky
$943K +$909K +5,651 New
NFG
889
Nations Financial Group
Iowa
$942K -$4.18K -26 -0.5%
TFS
890
Thoroughbred Financial Services
Tennessee
$942K +$91K +566 +11%
VHAM
891
Van Hulzen Asset Management
California
$938K -$76.4K -475 -8%
WF
892
Welch & Forbes
Massachusetts
$935K
CFGS
893
Concourse Financial Group Securities
Alabama
$933K +$31.4K +195 +4%
CT
894
Clearstead Trust
Maine
$932K
V
895
VeraBank
Texas
$929K +$28.8K +179 +3%
FNWM
896
Financial Network Wealth Management
Utah
$922K
BWG
897
Beta Wealth Group
California
$919K
CBB
898
Citizens Business Bank
California
$919K +$44.5K +277 +5%
TA
899
TCM Advisors
West Virginia
$919K +$884K +5,500 New
MIM
900
MTM Investment Management
South Carolina
$915K -$5.63K -35 -0.6%

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.