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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
JWCA
1051
J.W. Coons Advisors
Ohio
$593K
TMAM
1052
Tokio Marine Asset Management
Japan
$592K +$39.7K +247 +7%
SP
1053
Successful Portfolios
Florida
$591K
CRC
1054
Curi RMB Capital
Illinois
$591K +$322 +2 +0.1%
IAN
1055
Integrated Advisors Network
Texas
$588K +$21.9K +136 +4%
FHB
1056
First Hawaiian Bank
Hawaii
$587K
AWM
1057
Accurate Wealth Management
Florida
$585K +$9.16K +57 +2%
VWM
1058
Valley Wealth Managers
New Jersey
$584K -$16.1K -100 -3%
MTC
1059
McDaniel Terry & Co
Texas
$584K
BC
1060
Burney Company
Virginia
$582K -$12.4K -77 -2%
Fiera Capital (Canada)
1061
Fiera Capital (Canada)
Quebec, Canada
$581K +$100K +625 +22%
CWA
1062
Clearview Wealth Advisors
Oregon
$579K +$33.1K +206 +6%
CI
1063
Conning Inc
Connecticut
$576K -$109K -678 -16%
ECG
1064
Edge Capital Group
Georgia
$572K -$643 -4 -0.1%
WC
1065
Whitney & Co
New York
$568K
SFG
1066
Synergy Financial Group
California
$568K +$547K +3,401 New
PI
1067
Putnam Investments
Massachusetts
$567K -$18.9M -117,395 -97%
KA
1068
Kercheville Advisors
Texas
$567K +$289K +1,800 +113%
TCM
1069
Teza Capital Management
Illinois
$565K +$544K +3,386 New
MGP
1070
Metis Global Partners
California
$563K +$543K +3,378 New
TNB
1071
Thomasville National Bank
Georgia
$560K -$22.8K -142 -4%
PWMAG
1072
Pinnacle Wealth Management Advisory Group
New Jersey
$560K +$539K +3,355 New
ACM
1073
Alethea Capital Management
Washington
$559K -$794K -4,940 -60%
LWAC
1074
Laurel Wealth Advisors (California)
California
$559K +$86.5K +538 +19%
ARC
1075
Advisor Resource Council
Texas
$558K +$282K +1,755 +111%

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.