We are live on ! Find out more
WM icon

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
VWM
1001
Valley Wealth Managers
New Jersey
$537K -$48.6K -325 -8%
TC
1002
Truvestments Capital
Florida
$537K -$748 -5 -0.1%
BC
1003
Burney Company
Virginia
$533K +$11.5K +77 +2%
JFGIW
1004
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$532K
BA
1005
Bridgewater Associates
Connecticut
$529K -$19.9K -133 -4%
SP
1006
Successful Portfolios
Florida
$529K -$3.29K -22 -0.6%
JWCA
1007
J.W. Coons Advisors
Ohio
$529K
CRC
1008
Curi RMB Capital
Illinois
$528K +$67.2K +449 +15%
MA
1009
MONECO Advisors
Connecticut
$527K +$3.89K +26 +0.7%
FHB
1010
First Hawaiian Bank
Hawaii
$525K +$22.6K +151 +4%
GL
1011
Graypoint LLC
New York
$524K +$9.88K +66 +2%
TNB
1012
Thomasville National Bank
Georgia
$523K -$227K -1,517 -30%
MTC
1013
McDaniel Terry & Co
Texas
$523K
MWM
1014
Mission Wealth Management
California
$518K -$74.7K -499 -13%
9WM
1015
9258 Wealth Management
Ohio
$514K
PSP
1016
Principal Street Partners
Tennessee
$514K +$13.3K +89 +3%
ECG
1017
Edge Capital Group
Georgia
$513K -$2.25K -15 -0.4%
WC
1018
Whitney & Co
New York
$509K
EWM
1019
Empirical Wealth Management
Washington
$507K +$1.95K +13 +0.4%
IAN
1020
Integrated Advisors Network
Texas
$506K +$221K +1,475 +77%
DLA
1021
Douglas Lane & Associates
New York
$504K -$41K -274 -8%
CWM
1022
Chesapeake Wealth Management
Virginia
$500K -$107K -717 -18%
BW
1023
Bison Wealth
Georgia
$499K -$15.3K -102 -3%
PG
1024
Pendal Group
Australia
$499K +$500K +3,338 New
TMAM
1025
Tokio Marine Asset Management
Japan
$493K +$62.4K +417 +14%

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.