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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
HNWAG
1001
High Net Worth Advisory Group
Florida
$674K +$649K +4,039 New
ET
1002
Equitable Trust
Tennessee
$672K -$102K -637 -14%
SMC
1003
Smith, Moore & Co
Missouri
$670K -$12.1K -75 -2%
ETC
1004
Exchange Traded Concepts
Oklahoma
$669K +$11.1K +69 +2%
HAIM
1005
Hunter Associates Investment Management
Pennsylvania
$668K
NF
1006
Nikulski Financial
Iowa
$664K -$46.6K -290 -7%
JSL
1007
JT Stratford LLC
Georgia
$664K -$14.3K -89 -2%
CI
1008
CPR Investments
Michigan
$663K +$639K +3,973 New
UF
1009
Univest Financial
Pennsylvania
$660K -$61.9K -385 -9%
CPO
1010
Cerity Partners OCIO
New York
$658K -$1.77K -11 -0.3%
CWM
1011
Cornerstone Wealth Management
Missouri
$655K +$625K +3,890 New
MYIA
1012
Mount Yale Investment Advisors
Colorado
$653K -$35.1K -218 -5%
DMBA
1013
Deseret Mutual Benefit Administrators
Utah
$653K
AWAP
1014
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$651K
NME
1015
Notis-McConarty Edward
$651K
PAM
1016
Paradigm Asset Management
New York
$651K -$80.4K -500 -11%
EWM
1017
Empirical Wealth Management
Washington
$648K +$78.5K +488 +14%
LWCFA
1018
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$647K +$4.82K +30 +0.8%
AA
1019
Advisory Alpha
Michigan
$646K
OPS
1020
Orion Portfolio Solutions
Nebraska
$642K +$11.7K +73 +2%
CWM
1021
Cahaba Wealth Management
Georgia
$641K +$6.59K +41 +1%
DHGWA
1022
Dixon Hughes Goodman Wealth Advisors
North Carolina
$641K +$618K +3,842 New
GCAC
1023
Guardian Capital Advisors (Canada)
Ontario, Canada
$638K -$406K -2,525 -39%
MGIA
1024
Moneta Group Investment Advisors
Missouri
$638K +$147K +917 +32%
FFS
1025
Founders Financial Securities
Maryland
$636K -$121K -751 -16%

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.