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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
BA
1026
Bluesphere Advisors
Pennsylvania
$635K
NL
1027
Navalign LLC
California
$634K -$48.9K -304 -7%
FCH
1028
Freestone Capital Holdings
Washington
$633K +$158K +981 +35%
NFG
1029
Next Financial Group
Texas
$631K +$83.9K +522 +16%
GCMG
1030
Gyroscope Capital Management Group
Florida
$630K -$141K -876 -19%
GP
1031
Geneva Partners
Wisconsin
$630K -$11.3K -70 -2%
BFO
1032
Biltmore Family Office
North Carolina
$625K
JWCA
1033
J.W. Cole Advisors
Florida
$623K -$27K -168 -4%
NCM
1034
NCM Capital Management
New Jersey
$622K +$599K +3,725 New
LW
1035
Linscomb Wealth
Texas
$618K +$13.3K +83 +2%
SIM
1036
Sentry Investment Management
Wisconsin
$616K -$917K -5,702 -61%
GIA
1037
Gladstone Institutional Advisory
Florida
$615K +$114K +708 +24%
DAC
1038
Dividend Assets Capital
South Carolina
$609K -$45.2K -281 -7%
KWMG
1039
King Wealth Management Group
Florida
$608K -$2.09K -13 -0.4%
CRI
1040
Colonial River Investments
Virginia
$606K -$1.59M -9,913 -73%
B
1041
Barings
North Carolina
$605K -$37.9K -236 -6%
MWM
1042
Minot Wealth Management
Massachusetts
$604K -$14.3K -89 -2%
GM
1043
GeoWealth Management
Illinois
$603K +$2.25K +14 +0.4%
BS
1044
Bessemer Securities
New York
$603K +$70.1K +436 +14%
BJL
1045
Brighton Jones LLC
Washington
$602K -$127K -787 -18%
TC
1046
Truvestments Capital
Florida
$601K +$1.45K +9 +0.3%
GL
1047
Graypoint LLC
New York
$601K +$14.5K +90 +3%
9WM
1048
9258 Wealth Management
Ohio
$600K +$24.3K +151 +4%
RIA
1049
Richwood Investment Advisors
Ohio
$599K +$577K +3,590 New
JFGIW
1050
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$596K

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.