We are live on ! Find out more
WM icon

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
KTC
1226
Kistler-Tiffany Companies
Pennsylvania
$273K
PB
1227
Pinnacle Bancorp
Nebraska
$273K
PP
1228
Paloma Partners
Connecticut
$272K -$165K -1,103 -38%
BA
1229
Ballast Advisors
Minnesota
$271K
HT
1230
Heritage Trust
Oklahoma
$271K +$15K +100 +6%
ATFA
1231
All Terrain Financial Advisors
Minnesota
$271K +$271K +1,811 New
1IA
1232
1834 Investment Advisors
Wisconsin
$268K -$5.16M -34,500 -95%
BHTS
1233
Bar Harbor Trust Services
Maine
$268K
HIC
1234
Holderness Investments Company
North Carolina
$268K
SWM
1235
Sculati Wealth Management
Michigan
$268K
VDI
1236
Vaughan David Investments
Illinois
$268K
CW
1237
CreativeOne Wealth
Kansas
$268K +$2.54K +17 +1%
AAM
1238
Auxier Asset Management
Oregon
$266K
WA1
1239
Wimmer Associates 1
California
$265K -$748 -5 -0.3%
AIFAIM
1240
American Institute for Advanced Investment Management
Arizona
$265K
KMWM
1241
Keudell/Morrison Wealth Management
Oregon
$265K
AWM
1242
Altavista Wealth Management
North Carolina
$263K -$11.4K -76 -4%
MFG
1243
Magnus Financial Group
New York
$263K +$1.05K +7 +0.4%
SFG
1244
Sather Financial Group
Texas
$263K +$263K +1,758 New
ARG
1245
Advisory Resource Group
Oklahoma
$262K
BFWA
1246
Benchmark Financial Wealth Advisors
Florida
$262K +$18.9K +126 +8%
SEP
1247
Southland Equity Partners
Missouri
$261K
BTW
1248
Boston Trust Walden
Massachusetts
$260K
IRC
1249
Investors Research Corp
Georgia
$259K -$748 -5 -0.3%
GT
1250
Glenview Trust
Kentucky
$259K -$449 -3 -0.2%

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.