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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
CAG
1076
Csenge Advisory Group
Florida
$426K +$23.9K +160 +6%
DWM
1077
Doyle Wealth Management
Florida
$424K +$150 +1 +0%
LA
1078
Latitude Advisors
Florida
$424K +$196K +1,313 +86%
LWAC
1079
Laurel Wealth Advisors (California)
California
$420K -$52.4K -350 -11%
FCH
1080
Freestone Capital Holdings
Washington
$420K +$15.7K +105 +4%
FMTCOCP
1081
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$419K -$15K -100 -3%
SCM
1082
Shelton Capital Management
Colorado
$419K
WKWM
1083
Walter & Keenan Wealth Management
Indiana
$419K +$4.34K +29 +1%
IIM
1084
Intact Investment Management
Quebec, Canada
$418K -$599K -4,000 -59%
BOS
1085
Bank of Stockton
California
$417K -$10.6K -71 -2%
SG
1086
StoneX Group
New York
$416K +$10.9K +73 +3%
TCA
1087
Transcend Capital Advisors
New Jersey
$411K +$386K +2,578 New
PVH
1088
Psagot Value Holdings
Israel
$409K -$28.4K -190 -6%
AWM
1089
Altium Wealth Management
New York
$409K
OC
1090
Oakworth Capital
Alabama
$408K
DCM
1091
Dupont Capital Management
Delaware
$406K -$184K -1,231 -31%
KFA
1092
Krane Funds Advisors
New York
$406K -$177K -1,181 -30%
JWM
1093
Jupiter Wealth Management
Colorado
$405K
CPA
1094
Court Place Advisors
Maryland
$404K
FNBSF
1095
First National Bank Sioux Falls
South Dakota
$404K
JIC
1096
Joel Isaacson & Co
New York
$404K
TC
1097
Toews Corporation
New Jersey
$403K +$404K +2,700 New
WA
1098
WESPAC Advisors
California
$402K +$403K +2,691 New
GI
1099
GS Investments
Minnesota
$400K
AP
1100
Atwood & Palmer
Missouri
$400K +$8.23K +55 +2%

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.