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Waste Management

1,489 hedge funds and large institutions have $40.9B invested in Waste Management in 2021 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 562 increasing their positions, 542 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

45% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 96

40% more call options, than puts

Call options by funds: $376M | Put options by funds: $268M

10% more capital invested

Capital invested by funds: $37.3B → $40.9B (+$3.6B)

2% more funds holding

Funds holding: 1,4561,489 (+33)

1.16% more ownership

Funds ownership: 74.38%75.54% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 542

Holders
1,489
Holders Change
+33
Holders Change %
+2.27%
% of All Funds
26.15%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
139
Increased
562
Reduced
542
Closed
96
Calls
$376M
Puts
$268M
Net Calls
+$108M
Net Calls Change
+$97.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1001
Burney Company
Virginia
$450K +$111K +950 +37%
ECG
1002
Edge Capital Group
Georgia
$445K -$351 -3 -0.1%
9WM
1003
9258 Wealth Management
Ohio
$441K +$53.4K +457 +15%
MA
1004
MONECO Advisors
Connecticut
$440K +$117 +1 +0%
WC
1005
Whitney & Co
New York
$439K -$2.34K -20 -0.6%
AWE
1006
Avidian Wealth Enterprises
Texas
$431K +$26.4K +226 +7%
AG
1007
AlphaSimPlex Group
Massachusetts
$431K +$32.1K +275 +9%
IFS
1008
Ifrah Financial Services
Arkansas
$429K -$173K -1,481 -31%
FCM
1009
Fortis Capital Management
Washington
$427K +$155K +1,323 +67%
SIC
1010
Shoker Investment Counsel
Ohio
$420K +$701 +6 +0.2%
DLA
1011
Douglas Lane & Associates
New York
$417K -$105K -896 -22%
CDH
1012
Charles D. Hyman
$417K -$29.2K -250 -7%
NIC
1013
Northwest Investment Counselors
Oregon
$414K -$16.4K -140 -4%
RE
1014
RBC Europe
United Kingdom
$414K
GL
1015
Graypoint LLC
New York
$413K
MHC
1016
Meyer Handelman Company
New York
$413K
CCT
1017
Country Club Trust
Missouri
$413K +$95.3K +815 +34%
AHC
1018
Adell Harriman & Carpenter
Texas
$413K -$45.1K -386 -11%
MGIA
1019
Moneta Group Investment Advisors
Missouri
$411K +$23.5K +201 +7%
CIA
1020
Choate Investment Advisors
Massachusetts
$410K -$3.97K -34 -1%
PIM
1021
Perpetual Investment Management
Australia
$410K
BS
1022
Bessemer Securities
New York
$410K +$146K +1,250 +65%
CWA
1023
Clearview Wealth Advisors
Oregon
$409K -$2.22K -19 -0.6%
EIA
1024
Eldridge Investment Advisors
New Hampshire
$409K
SWP
1025
Strategic Wealth Partners
Ohio
$407K -$36.6K -313 -9%

WM Hedge Fund Activity: Q1 2021 in Review

1,489 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2021, worth a combined $40.9B — up 9.7% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WM positions and 96 closed out — a net gain of 43 holders — while 562 added to existing stakes and 542 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $626M. The largest seller was Jackson Square Partners, cutting an estimated $248M.

  • 1,489 institutional investors held Waste Management (WM) as of Q1 2021, up from 1,456 in Q4 2020.
  • Funds reported $40.9B of Waste Management stock for Q1 2021, up 9.7% quarter-over-quarter.
  • 139 funds opened new Waste Management positions in Q1 2021 and 96 closed out, a net change of +43 holders.
  • The largest Waste Management buyer in Q1 2021 was Wellington Management Group, an estimated $626M added.
  • The largest Waste Management seller in Q1 2021 was Jackson Square Partners, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2021.