We are live on ! Find out more
WM icon

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
ACP
926
Ashfield Capital Partners
California
$851K
WP
927
WealthSource Partners
California
$850K -$23.5K -146 -3%
IWM
928
IHT Wealth Management
Illinois
$844K -$161 -1 -0%
AIP
929
Ameritas Investment Partners
Nebraska
$842K -$27.7K -172 -3%
BSW
930
Buckingham Strategic Wealth
Missouri
$841K -$31.4K -195 -4%
RCIM
931
Red Cedar Investment Management
Michigan
$841K
BAM
932
Byrne Asset Management
New Jersey
$841K +$810K +5,040 New
KA
933
Kintegral Advisory
New York
$840K
RBC
934
Roble Belko & Company
Pennsylvania
$840K
AIL
935
AGF Investments LLC
Ontario, Canada
$839K +$808K +5,027 New
BOC
936
Barbara Oil Co
Illinois
$835K
LOAMS
937
Lombard Odier Asset Management (Switzerland)
Switzerland
$824K +$794K +4,937 New
ICM
938
IMS Capital Management
Oregon
$818K +$482 +3 +0.1%
OCM
939
One Capital Management
California
$818K +$524K +3,261 +199%
APP
940
Avantax Planning Partners
Iowa
$816K +$10.9K +68 +1%
LFAS
941
Level Four Advisory Services
Texas
$812K +$50.8K +316 +7%
LS
942
Livforsakringsbolaget Skandia
Sweden
$807K -$434K -2,700 -36%
PI
943
PineBridge Investments
New York
$800K -$18.8K -117 -2%
ISWM
944
Independent Solutions Wealth Management
New York
$799K +$8.52K +53 +1%
BO
945
Bank OZK
Arkansas
$797K -$30.6K -190 -4%
TFS
946
TrustCore Financial Services
Tennessee
$792K -$16.1K -100 -2%
Verition Fund Management
947
Verition Fund Management
Connecticut
$791K +$762K +4,742 New
GHA
948
GW Henssler & Associates
Georgia
$789K +$760K +4,728 New
OFS
949
Orrstown Financial Services
Pennsylvania
$788K -$30.9K -192 -4%
CA
950
CSM Advisors
Pennsylvania
$788K

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.