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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
CSPAM
1276
Cary Street Partners Asset Management
Virginia
$239K
RTS
1277
Round Table Services
New Jersey
$239K
KM
1278
Kalos Management
Georgia
$238K -$55.5K -371 -19%
ARC
1279
Advisor Resource Council
Texas
$237K -$207K -1,380 -47%
WIA
1280
World Investment Advisors
California
$237K
MCM
1281
Maryland Capital Management
Maryland
$236K -$13.9K -93 -6%
BDF
1282
Balasa Dinverno & Foltz
$236K +$7.48K +50 +3%
GA
1283
GFS Advisors
Texas
$234K
TPWA
1284
TRUE Private Wealth Advisors
Oregon
$234K
TW
1285
TrinityPoint Wealth
Connecticut
$234K +$234K +1,565 New
KC
1286
Knuff & Co
California
$232K -$18.7K -125 -7%
WGAM
1287
Wilkinson Global Asset Management
New York
$232K +$232K +1,550 New
SEEDPG
1288
S.E.E.D. Planning Group
New York
$232K +$233K +1,556 New
CII
1289
Capital International Inc
California
$231K -$29.9K -200 -11%
CAWM
1290
Capital Advisors Wealth Management
Washington
$231K +$15.4K +103 +7%
BFA
1291
Bragg Financial Advisors
North Carolina
$230K
LBC
1292
Lowe Brockenbrough & Co
Virginia
$229K
PCMC
1293
Private Capital Management (Colorado)
Colorado
$228K -$82.8K -553 -27%
PFGIA
1294
Patriot Financial Group Insurance Agency
Massachusetts
$227K +$3.44K +23 +2%
BWA
1295
BDO Wealth Advisors
Florida
$226K -$28.3K -189 -11%
NP
1296
NorthRock Partners
Minnesota
$226K +$227K +1,514 New
PK
1297
Pflug Koory
Nebraska
$225K
QWM
1298
Quaker Wealth Management
New Jersey
$225K +$226K +1,508 New
CC
1299
Corsicana & Co
Texas
$224K -$30.7K -205 -12%
TFA
1300
Teamwork Financial Advisors
Texas
$224K -$4.04K -27 -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.