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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
HPWM
1201
Highland Private Wealth Management
Washington
$241K -$61.5K -526 -22%
CSIC
1202
Clifford Swan Investment Counsel
California
$241K
SG
1203
StoneX Group
New York
$241K +$218K +1,864 New
PP
1204
Patron Partners
Texas
$240K +$3.39K +29 +2%
ECM
1205
Estabrook Capital Management
New York
$239K -$20.8K -178 -9%
AWM
1206
Altavista Wealth Management
North Carolina
$239K
RWI
1207
Red Wave Investments
Pennsylvania
$239K +$11.7K +100 +6%
LOAMS
1208
Lombard Odier Asset Management (Switzerland)
Switzerland
$239K +$216K +1,849 New
6M
1209
6 Meridian
Kansas
$239K +$216K +1,852 New
CT
1210
Caldwell Trust
Florida
$238K +$122K +1,044 +131%
FSG
1211
Financial Strategies Group
Michigan
$237K +$935 +8 +0.4%
PB
1212
Pinnacle Bancorp
Nebraska
$236K -$5.84K -50 -3%
CAM
1213
Cozad Asset Management
Illinois
$236K
PAS
1214
Park Avenue Securities
New York
$236K +$5.84K +50 +3%
KTC
1215
Kistler-Tiffany Companies
Pennsylvania
$236K +$21.3K +182 +11%
C
1216
Certuity
Florida
$236K +$213K +1,825 New
PA
1217
Probity Advisors
Texas
$236K +$214K +1,827 New
NB
1218
NBT Bank
New York
$235K +$5.84K +50 +3%
BA
1219
Ballast Advisors
Minnesota
$234K
CC
1220
Courier Capital
New York
$233K
GLA
1221
Good Life Advisors
Pennsylvania
$232K -$57K -488 -21%
HT
1222
Heritage Trust
Oklahoma
$232K -$10.4K -89 -5%
MSFP
1223
Mark Sheptoff Financial Planning
Connecticut
$232K
RWB
1224
RMR Wealth Builders
New Jersey
$232K +$133K +1,140 +173%
HIC
1225
Holderness Investments Company
North Carolina
$231K

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.