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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
BAS
1051
Brown Advisory Securities
Maryland
$375K -$5.38K -46 -2%
MA
1052
MCF Advisors
Kentucky
$375K
ACM
1053
Advisors Capital Management
New Jersey
$373K -$44.3K -379 -12%
IF
1054
Intrua Financial
Texas
$373K +$323K +2,761 New
VFA
1055
Valeo Financial Advisors
Indiana
$371K -$40.1K -343 -11%
Fiera Capital (Canada)
1056
Fiera Capital (Canada)
Quebec, Canada
$369K -$90.2K -772 -21%
AWM
1057
Altium Wealth Management
New York
$368K -$19.3K -165 -5%
FNBOH
1058
First National Bank of Hutchinson
Kansas
$367K +$333K +2,846 New
BCM
1059
Bluefin Capital Management
New York
$366K -$257K -2,200 -44%
DWM
1060
Doyle Wealth Management
Florida
$366K -$69.3K -593 -17%
FMTCOCP
1061
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$364K -$5.26K -45 -2%
TVAMP
1062
Tennessee Valley Asset Management Partners
Tennessee
$363K -$34.9K -299 -10%
VCA
1063
Verdence Capital Advisors
Maryland
$363K -$1.29K -11 -0.4%
CAG
1064
Csenge Advisory Group
Florida
$360K -$10.2K -87 -3%
CGL
1065
Clarius Group LLC
Washington
$360K +$28.5K +244 +10%
B
1066
Barings
North Carolina
$359K -$420K -3,593 -56%
GWM
1067
Geneos Wealth Management
Colorado
$359K -$12.7K -109 -4%
NL
1068
NWAM LLC
Washington
$359K +$10.3K +88 +3%
WKWM
1069
Walter & Keenan Wealth Management
Indiana
$358K
MMPW
1070
Mitchell McLeod Pugh & Williams
Alabama
$357K
KOCAA
1071
Knights of Columbus Asset Advisors
Connecticut
$357K +$324K +2,769 New
KW
1072
KWB Wealth
California
$355K +$38.5K +329 +14%
ZB
1073
Zions Bancorporation
Utah
$355K +$89.2K +763 +38%
OC
1074
Oakworth Capital
Alabama
$353K
PIA
1075
Powell Investment Advisors
Florida
$351K -$29.2K -250 -8%

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.