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Waste Management
WM

Overview Fund Activity

1,688 hedge funds and large institutions have $52.1B invested in Waste Management in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 591 increasing their positions, 566 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,688
Holders Change
+151
Holders Change %
+9.82%
% of All Funds
26.07%
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
591
Reduced
566
Closed
69
Calls
$687M
Puts
$521M
Net Calls
+$165M
Net Calls Change
+$212M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$330M
2
Morgan Stanley
Morgan Stanley
New York
+$173M
3
Ameriprise
Ameriprise
Minnesota
+$134M
4
Amundi
Amundi
France
+$81M
5
BlackRock
BlackRock
New York
+$67.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$240M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$195M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$151M
4
ClearBridge Investments
ClearBridge Investments
New York
-$115M
5
Wells Fargo
Wells Fargo
California
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
876
Welch Group
Alabama
$972K -$20.9K -125 -2%
VVP
877
Venture Visionary Partners
Ohio
$970K – – –
CP
878
Capital Planning
Washington
$968K – – –
AWA
879
Arkadios Wealth Advisors
Georgia
$962K -$100K -600 -9%
EFS
880
Essex Financial Services
Connecticut
$961K -$9.52K -57 -1%
PWM
881
Palumbo Wealth Management
New York
$946K +$49.2K +295 +5%
MFW
882
Meristem Family Wealth
Minnesota
$944K – – –
AT
883
American Trust
Kentucky
$943K +$943K +5,651 New
NFG
884
Nations Financial Group
Iowa
$942K -$4.34K -26 -0.5%
TFS
885
Thoroughbred Financial Services
Tennessee
$942K +$94.4K +566 +11%
VHAM
886
Van Hulzen Asset Management
California
$938K -$79.2K -475 -8%
WF
887
Welch & Forbes
Massachusetts
$935K – – –
CFGS
888
Concourse Financial Group Securities
Alabama
$933K +$32.5K +195 +4%
CT
889
Clearstead Trust
Maine
$932K – – –
V
890
VeraBank
Texas
$929K +$29.9K +179 +3%
FNWM
891
Financial Network Wealth Management
Utah
$922K – – –
BWG
892
Beta Wealth Group
California
$919K – – –
CBB
893
Citizens Business Bank
California
$919K +$46.2K +277 +5%
TA
894
TCM Advisors
West Virginia
$919K +$919K +5,500 New
MIM
895
MTM Investment Management
South Carolina
$915K -$5.84K -35 -0.6%
PA
896
Profund Advisors
Maryland
$911K -$1.67K -10 -0.2%
AWE
897
Avidian Wealth Enterprises
Texas
$911K +$66.9K +401 +8%
WANY
898
Wealthspire Advisors (New York)
New York
$910K -$293K -1,757 -24%
SCM
899
SOL Capital Management
Maryland
$910K -$8.35K -50 -0.9%
SWM
900
SeaCrest Wealth Management
New York
$904K -$38.1K -228 -4%
34 35
36
37 38