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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
SIC
1101
Shoker Investment Counsel
Ohio
$519K +$643 +4 +0.1%
SFP
1102
Shepherd Financial Partners
Massachusetts
$519K +$2.41K +15 +0.5%
CCT
1103
Country Club Trust
Missouri
$518K -$4.02K -25 -0.8%
SC
1104
Sawyer & Company
Massachusetts
$518K
BRM
1105
Boston Research & Management
Massachusetts
$515K
MCM
1106
Morton Capital Management
California
$511K +$493K +3,064 New
SW
1107
SteelPeak Wealth
California
$511K
XT
1108
XTX Topco
Cayman Islands
$508K +$490K +3,045 New
CGL
1109
Clarius Group LLC
Washington
$507K +$14.6K +91 +3%
ACS
1110
Archford Capital Strategies
Illinois
$502K -$15.3K -95 -3%
RC
1111
RBO & Co
California
$501K
CGH
1112
CMG Global Holdings
Texas
$499K
PAS
1113
Park Avenue Securities
New York
$499K +$804 +5 +0.2%
SFWA
1114
Summit Financial Wealth Advisors
Louisiana
$498K -$24.1K -150 -5%
SRG
1115
SBB Research Group
Illinois
$496K +$478K +2,972 New
KW
1116
KWB Wealth
California
$493K +$1.13K +7 +0.2%
EAM
1117
Evanson Asset Management
California
$491K -$88.4K -550 -16%
MMPW
1118
Mitchell McLeod Pugh & Williams
Alabama
$488K
PWA
1119
Primoris Wealth Advisors
Florida
$488K +$468K +2,908 New
CB
1120
Community Bank
New York
$487K +$9.65K +60 +2%
MFC
1121
Mechanics Financial Corp
Ohio
$485K +$467K +2,905 New
CBT
1122
Central Bank & Trust
Kentucky
$482K -$27.7K -172 -6%
LA
1123
Latitude Advisors
Florida
$475K +$965 +6 +0.2%
FMTCOCP
1124
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$473K +$4.02K +25 +0.9%
AF
1125
Advisornet Financial
Minnesota
$472K +$95K +591 +26%

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.