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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
RP
1101
Riverbridge Partners
Minnesota
$323K
SB
1102
Simmons Bank
Arkansas
$321K -$15.5K -133 -5%
SWM
1103
Stockman Wealth Management
Montana
$321K
DJSG
1104
D.J. St. Germain
Massachusetts
$316K -$12.7K -109 -4%
RBFC
1105
Roman Butler Fullerton & Co
Missouri
$315K +$351 +3 +0.1%
P
1106
Pitcairn
Pennsylvania
$314K -$58.2K -498 -17%
BP
1107
Ballentine Partners
Massachusetts
$312K -$76.7K -656 -21%
PCM
1108
Parsons Capital Management
Rhode Island
$312K
WC
1109
Woodstock Corp
Massachusetts
$312K +$7.01K +60 +3%
CCB
1110
Cutter & Co Brokerage
Missouri
$308K +$47.2K +404 +20%
MLFP
1111
MPS Loria Financial Planners
Illinois
$307K +$351 +3 +0.1%
MFG
1112
Monumental Financial Group
Maryland
$307K +$278K +2,380 New
CIC
1113
Chilton Investment Company
Connecticut
$306K
MOS
1114
MGO One Seven
Ohio
$306K +$13.2K +113 +5%
AIA
1115
Alera Investment Advisors
Illinois
$304K +$14.5K +124 +6%
WP
1116
WealthPLAN Partners
Nebraska
$303K +$1.17K +10 +0.5%
MKA
1117
M. Kulyk & Associates
Georgia
$302K +$273K +2,339 New
AF
1118
Advisornet Financial
Minnesota
$301K -$894K -7,645 -77%
HI
1119
Hudock Inc
Pennsylvania
$301K +$1.17K +10 +0.4%
RA
1120
RFG Advisory
Alabama
$300K -$27.7K -237 -9%
ARG
1121
Advisory Resource Group
Oklahoma
$300K +$117 +1 +0%
AFP
1122
Ausdal Financial Partners
Iowa
$300K +$2.92K +25 +1%
FWM
1123
Fairhaven Wealth Management
Illinois
$298K +$117 +1 +0%
KFS
1124
Kurt F. Somerville
$296K
SCA
1125
Stuart Chaussee & Associates
California
$295K

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.