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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
TCPWM
1151
Traverso Chambers Private Wealth Management
California
$333K
SWM
1152
Stockman Wealth Management
Montana
$332K -$43.4K -290 -12%
HCA
1153
Horan Capital Advisors
Ohio
$329K
CCB
1154
Cutter & Co Brokerage
Missouri
$326K -$31K -207 -9%
PFBT
1155
Parkside Financial Bank & Trust
Missouri
$325K +$15.7K +105 +5%
CASB
1156
Cape Ann Savings Bank
Massachusetts
$323K -$3.74K -25 -1%
BA
1157
Bridgewater Advisors
New York
$320K +$21K +140 +7%
RA
1158
Resolute Advisors
California
$320K +$308K +2,055 +2,390%
GLA
1159
Good Life Advisors
Pennsylvania
$318K +$66.7K +446 +27%
RCAG
1160
Rehmann Capital Advisory Group
Michigan
$317K -$150 -1 -0%
EVC
1161
Eidelman Virant Capital
Missouri
$317K -$299K -2,000 -49%
WP
1162
WealthPLAN Partners
Nebraska
$316K -$31.7K -212 -10%
SW
1163
SkyOak Wealth
Michigan
$316K
CA
1164
CGN Advisors
Kansas
$315K +$22.4K +150 +8%
WSCM
1165
Wellington Shields Capital Management
New York
$314K
YMRC
1166
Yorktown Management & Research Company
Virginia
$314K
FFG
1167
Frisch Financial Group
New York
$314K +$23.6K +158 +8%
T
1168
TNF
Montana
$314K +$288K +1,922 New
BCM
1169
Bluefin Capital Management
New York
$314K +$314K +2,100 New
SFA
1170
Sequoia Financial Advisors
Ohio
$313K -$557K -3,719 -64%
IAIM
1171
International Assets Investment Management
Florida
$312K -$58.5K -391 -16%
PAM
1172
Private Asset Management
California
$311K -$5.84K -39 -2%
BFIM
1173
Beese Fulmer Investment Management
Ohio
$311K
MFG
1174
Monumental Financial Group
Maryland
$311K +$1.2K +8 +0.4%
NIM
1175
Northeast Investment Management
Massachusetts
$311K +$49.8K +333 +19%

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.