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Waste Management
WM

Overview Fund Activity

1,688 hedge funds and large institutions have $52.1B invested in Waste Management in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 591 increasing their positions, 566 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,688
Holders Change
+151
Holders Change %
+9.82%
% of All Funds
26.07%
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
591
Reduced
566
Closed
69
Calls
$687M
Puts
$521M
Net Calls
+$165M
Net Calls Change
+$212M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$330M
2
Morgan Stanley
Morgan Stanley
New York
+$173M
3
Ameriprise
Ameriprise
Minnesota
+$134M
4
Amundi
Amundi
France
+$81M
5
BlackRock
BlackRock
New York
+$67.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$240M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$195M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$151M
4
ClearBridge Investments
ClearBridge Investments
New York
-$115M
5
Wells Fargo
Wells Fargo
California
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
1101
SteelPeak Wealth
California
$511K – – –
XT
1102
XTX Topco
Cayman Islands
$508K +$508K +3,045 New
CGL
1103
Clarius Group LLC
Washington
$507K +$15.2K +91 +3%
ACS
1104
Archford Capital Strategies
Illinois
$502K -$15.9K -95 -3%
RC
1105
RBO & Co
California
$501K – – –
CGH
1106
CMG Global Holdings
Texas
$499K – – –
PAS
1107
Park Avenue Securities
New York
$499K +$834 +5 +0.2%
SFWA
1108
Summit Financial Wealth Advisors
Louisiana
$498K -$24.6K -150 -5%
SRG
1109
SBB Research Group
Illinois
$496K +$496K +2,972 New
KW
1110
KWB Wealth
California
$493K +$1.17K +7 +0.2%
EAM
1111
Evanson Asset Management
California
$491K -$91.9K -550 -16%
MMPW
1112
Mitchell McLeod Pugh & Williams
Alabama
$488K – – –
PWA
1113
Primoris Wealth Advisors
Florida
$488K +$488K +2,908 New
CB
1114
Community Bank
New York
$487K +$10K +60 +2%
MFC
1115
Mechanics Financial Corp
Ohio
$485K +$485K +2,905 New
CBT
1116
Central Bank & Trust
Kentucky
$482K -$28.7K -172 -6%
LA
1117
Latitude Advisors
Florida
$475K +$1K +6 +0.2%
FMTCOCP
1118
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$473K +$4.17K +25 +0.9%
AF
1119
Advisornet Financial
Minnesota
$472K +$98.7K +591 +26%
IF
1120
Insight Folios
North Carolina
$470K +$36.6K +219 +8%
OAM
1121
Oak Asset Management
California
$469K – – –
ZIG
1122
Zullo Investment Group
Pennsylvania
$469K +$469K +2,809 New
WKWM
1123
Walter & Keenan Wealth Management
Indiana
$468K – – –
AWM
1124
Altium Wealth Management
New York
$467K +$10K +60 +2%
BOS
1125
Bank of Stockton
California
$462K -$4K -24 -0.9%
43 44
45
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