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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
GM
1026
GeoWealth Management
Illinois
$407K +$43.7K +374 +13%
CSPAM
1027
Cary Street Partners Asset Management
Virginia
$406K +$378K +3,232 +8%
SC
1028
Sawyer & Company
Massachusetts
$401K -$11.1K -95 -3%
TI
1029
Tidal Investments
Wisconsin
$401K +$72.7K +622 +25%
OPS
1030
Orion Portfolio Solutions
Nebraska
$400K +$47.3K +405 +15%
EI
1031
Ellevest Inc
New York
$399K
SFP
1032
Shepherd Financial Partners
Massachusetts
$399K +$117 +1 +0%
BRM
1033
Boston Research & Management
Massachusetts
$398K
MFG
1034
MidWestOne Financial Group
Iowa
$397K +$360K +3,080 New
PFO
1035
Pathstone Family Office
New Jersey
$396K +$201K +1,723 +128%
SW
1036
SteelPeak Wealth
California
$395K -$23K -197 -6%
OSNBOA
1037
Old Second National Bank of Aurora
Illinois
$395K
CRC
1038
Curi RMB Capital
Illinois
$388K -$2.34K -20 -0.7%
TFA
1039
Teamwork Financial Advisors
Texas
$388K +$110K +940 +45%
BB
1040
Busey Bank
Illinois
$387K -$32.4K -277 -8%
RC
1041
RBO & Co
California
$387K
CRI
1042
Colonial River Investments
Virginia
$386K -$9.12K -78 -3%
CGH
1043
CMG Global Holdings
Texas
$386K +$349K +2,990 New
BOS
1044
Bank of Stockton
California
$383K -$10.3K -88 -3%
LWCFA
1045
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$383K +$305K +2,607 +728%
WA
1046
Wealth Alliance
New York
$381K -$64.3K -550 -16%
QVT
1047
Quantitative Value Technologies
Kansas
$381K +$345K +2,948 New
BCA
1048
Bay Colony Advisors
Massachusetts
$379K -$599K -5,126 -64%
PVH
1049
Psagot Value Holdings
Israel
$378K +$24.2K +207 +8%
SFWA
1050
Summit Financial Wealth Advisors
Louisiana
$375K -$22.3K -191 -6%

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.