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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
VDI
1226
Vaughan David Investments
Illinois
$231K
GSEP
1227
Golden State Equity Partners
California
$230K -$4.67K -40 -2%
AAM
1228
Auxier Asset Management
Oregon
$230K
MFG
1229
Menard Financial Group
Texas
$230K +$2.92K +25 +1%
AIFAIM
1230
American Institute for Advanced Investment Management
Arizona
$229K
SWA
1231
Sutton Wealth Advisors
Florida
$229K +$3.39K +29 +2%
WA1
1232
Wimmer Associates 1
California
$226K
WIA
1233
World Investment Advisors
California
$226K +$187K +1,601 New
MFG
1234
Magnus Financial Group
New York
$225K -$146K -1,247 -42%
BTW
1235
Boston Trust Walden
Massachusetts
$225K
First Manhattan
1236
First Manhattan
New York
$225K +$15.2K +130 +8%
AC
1237
Abbrea Capital
California
$225K +$204K +1,745 New
IRC
1238
Investors Research Corp
Georgia
$224K
FHC
1239
Forest Hill Capital
Arkansas
$223K
GLLW
1240
Graves Light Lenhart Wealth
Virginia
$223K +$5.84K +50 +3%
SEP
1241
Southland Equity Partners
Missouri
$221K +$818 +7 +0.4%
CFA
1242
Carroll Financial Associates
North Carolina
$221K -$3.74K -32 -2%
BG
1243
Bollard Group
Massachusetts
$221K +$935 +8 +0.5%
BWA
1244
BDO Wealth Advisors
Florida
$220K +$199K +1,705 New
GA
1245
GFS Advisors
Texas
$219K
SDWMA
1246
Schneider Downs Wealth Management Advisors
Pennsylvania
$219K +$198K +1,694 New
GT
1247
Glenview Trust
Kentucky
$219K +$198K +1,698 New
BDF
1248
Balasa Dinverno & Foltz
$218K -$1.29K -11 -0.6%
MW
1249
Marcum Wealth
Ohio
$218K +$198K +1,693 New
CCP
1250
Cassia Capital Partners
North Carolina
$217K +$196K +1,680 New

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.