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
BRM
1051
Boston Research & Management
Massachusetts
$461K
SFP
1052
Shepherd Financial Partners
Massachusetts
$461K +$150 +1 +0%
BFA
1053
Beaumont Financial Advisors
Massachusetts
$459K
CBT
1054
Central Bank & Trust
Kentucky
$457K -$122K -817 -21%
SW
1055
SteelPeak Wealth
California
$457K
MA
1056
MCF Advisors
Kentucky
$455K +$19.2K +128 +4%
FNBOH
1057
First National Bank of Hutchinson
Kansas
$454K +$7.93K +53 +2%
S
1058
SimplyRich
California
$454K +$98.5K +658 +28%
RC
1059
RBO & Co
California
$448K
CCM
1060
Coldstream Capital Management
Washington
$448K +$88.6K +592 +18%
CG
1061
Caprock Group
Idaho
$447K -$40.7K -272 -8%
CGH
1062
CMG Global Holdings
Texas
$447K
PAS
1063
Park Avenue Securities
New York
$446K +$128K +854 +40%
GIA
1064
Gladstone Institutional Advisory
Florida
$445K +$146K +975 +49%
GTCM
1065
Gyon Technologies Capital Management
New Jersey
$445K +$446K +2,980 New
OSNBOA
1066
Old Second National Bank of Aurora
Illinois
$444K
OAM
1067
Oak Asset Management
California
$442K
CGL
1068
Clarius Group LLC
Washington
$440K +$14.1K +94 +3%
KW
1069
KWB Wealth
California
$440K +$29.3K +196 +7%
MC
1070
Machina Capital
France
$440K +$82.2K +549 +23%
MMPW
1071
Mitchell McLeod Pugh & Williams
Alabama
$437K +$23.9K +160 +6%
MGIA
1072
Moneta Group Investment Advisors
Missouri
$434K -$47.9K -320 -10%
IF
1073
Intrua Financial
Texas
$433K +$22.1K +148 +6%
Fiera Capital (Canada)
1074
Fiera Capital (Canada)
Quebec, Canada
$427K -$528K -3,525 -55%
CB
1075
Community Bank
New York
$427K +$32.2K +215 +8%

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.