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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
CAG
1201
Csenge Advisory Group
Florida
$378K -$25.7K -160 -6%
BIM
1202
Bridges Investment Management
Nebraska
$378K +$42.8K +266 +13%
MLFP
1203
MPS Loria Financial Planners
Illinois
$377K -$20.3K -126 -5%
HI
1204
Hudock Inc
Pennsylvania
$377K -$14.8K -92 -4%
AFP
1205
Ausdal Financial Partners
Iowa
$377K -$14K -87 -4%
LNB
1206
Ledyard National Bank
$375K
SWM
1207
Stockman Wealth Management
Montana
$372K
TCPWM
1208
Traverso Chambers Private Wealth Management
California
$372K
BL
1209
Balentine LLC
Georgia
$372K +$358K +2,226 New
ADBIC
1210
A.D. Beadell Investment Counsel
Wisconsin
$371K -$48.2K -300 -12%
ST
1211
Smithfield Trust
Pennsylvania
$370K -$8.04K -50 -2%
AC
1212
ASB Consultores
Florida
$370K +$356K +2,217 New
KFA
1213
Krane Funds Advisors
New York
$368K -$82.5K -513 -19%
AL
1214
Aspiriant LLC
California
$368K +$355K +2,205 New
HCA
1215
Horan Capital Advisors
Ohio
$367K
CG
1216
Caprock Group
Idaho
$364K -$131K -814 -27%
H
1217
HoyleCohen
California
$361K +$35.4K +220 +11%
CCP
1218
Cassia Capital Partners
North Carolina
$360K +$347K +2,158 New
FFM
1219
Forum Financial Management
Illinois
$359K +$346K +2,150 New
BA
1220
Bridgewater Advisors
New York
$357K
PCM
1221
Pennsylvania Capital Management
Pennsylvania
$357K +$344K +2,139 New
CASB
1222
Cape Ann Savings Bank
Massachusetts
$356K -$4.02K -25 -1%
PAM
1223
Private Asset Management
California
$356K +$8.2K +51 +2%
RMDI
1224
R.M. Davis Inc
Maine
$353K -$22.2K -138 -6%
FFG
1225
Frisch Financial Group
New York
$353K +$1.13K +7 +0.3%

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.