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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
HPC
1126
HM Payson & Co
Maine
$292K +$468 +4 +0.2%
IAN
1127
Integrated Advisors Network
Texas
$292K +$264K +2,263 New
LNB
1128
Ledyard National Bank
$290K -$11.7K -100 -4%
ST
1129
Smithfield Trust
Pennsylvania
$290K -$6.43K -55 -2%
CAMG
1130
CWA Asset Management Group
Florida
$289K -$2.34K -20 -0.9%
SW
1131
SkyOak Wealth
Michigan
$289K +$8.65K +74 +4%
CPA
1132
Clear Perspective Advisors
Illinois
$289K +$262K +2,240 New
TCPWM
1133
Traverso Chambers Private Wealth Management
California
$288K
S
1134
SimplyRich
California
$287K +$260K +2,223 New
BIM
1135
Bridges Investment Management
Nebraska
$284K -$17.5K -150 -6%
HCA
1136
Horan Capital Advisors
Ohio
$284K
NFG
1137
Next Financial Group
Texas
$281K -$28.6K -245 -10%
SIAP
1138
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$279K -$2.92K -25 -1%
GTCM
1139
Gyon Technologies Capital Management
New Jersey
$278K -$207K -1,774 -45%
ACI
1140
Alpha Cubed Investments
California
$276K +$9.35K +80 +4%
TCBWMS
1141
Texas Capital Bank Wealth Management Services
Texas
$276K +$250K +2,142 New
PAM
1142
Private Asset Management
California
$274K -$14.5K -124 -6%
GCP
1143
GSA Capital Partners
United Kingdom
$273K +$248K +2,119 New
EVC
1144
Eidelman Virant Capital
Missouri
$272K -$1.45M -12,425 -86%
BWP
1145
BSW Wealth Partners
Colorado
$272K +$3.51K +30 +1%
JF
1146
Jump Financial
Illinois
$272K +$27.9K +239 +13%
JAG
1147
Journey Advisory Group
Kentucky
$272K +$246K +2,105 New
YMRC
1148
Yorktown Management & Research Company
Virginia
$271K -$187K -1,600 -43%
WSCM
1149
Wellington Shields Capital Management
New York
$271K
VFPI
1150
Vantage Financial Partners (Illinois)
Illinois
$271K +$23.4K +200 +11%

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.