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Waste Management

1,521 hedge funds and large institutions have $44.1B invested in Waste Management in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 577 increasing their positions, 546 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 78

36% more call options, than puts

Call options by funds: $347M | Put options by funds: $256M

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

8% more capital invested

Capital invested by funds: $40.9B → $44.1B (+$3.24B)

2% more funds holding

Funds holding: 1,4891,521 (+32)

6% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 546

0.32% less ownership

Funds ownership: 75.54%75.22% (-0.32%)

Holders
1,521
Holders Change
+32
Holders Change %
+2.15%
% of All Funds
26.48%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
122
Increased
577
Reduced
546
Closed
78
Calls
$347M
Puts
$256M
Net Calls
+$91M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1301
Patriot Financial Group Insurance Agency
Massachusetts
$210K +$691 +5 +0.3%
MIM
1302
Merrion Investment Management
New Jersey
$210K +$207K +1,500 New
RWP
1303
Ridgecrest Wealth Partners
California
$210K +$207K +1,500 New
JCM
1304
Janney Capital Management
Pennsylvania
$209K +$206K +1,489 New
BOPW
1305
Brandywine Oak Private Wealth
Pennsylvania
$209K +$206K +1,492 New
BMA
1306
Brooks Moore & Associates
Tennessee
$209K +$207K +1,495 New
FBFS
1307
First Business Financial Services
Wisconsin
$209K +$207K +1,495 New
IWA
1308
Inspirion Wealth Advisors
Illinois
$206K +$203K +1,468 New
WA
1309
Wealth Architects
California
$205K +$202K +1,463 New
SIC
1310
Sigma Investment Counselors
Michigan
$204K +$201K +1,455 New
CAWM
1311
Capital Advisors Wealth Management
Washington
$203K +$200K +1,446 New
NW
1312
NewEdge Wealth
Pennsylvania
$203K +$200K +1,449 New
T
1313
TOBAM
France
$202K
JFGLC
1314
Johnson Financial Group LLC (Colorado)
Colorado
$202K +$199K +1,442 New
WDC
1315
Woodward Diversified Capital
California
$202K +$200K +1,445 New
BCA
1316
Berman Capital Advisors
Georgia
$201K +$63K +456 +46%
CNB
1317
Camden National Bank
Maine
$201K +$198K +1,432 New
BBL
1318
Beck Bode LLC
Massachusetts
$200K -$23.9K -173 -11%
SAM
1319
Summit Asset Management
Tennessee
$200K -$20.2K -146 -9%
GRP
1320
Global Retirement Partners
California
$200K +$4.7K +34 +2%
FWM
1321
FFT Wealth Management
Pennsylvania
$200K +$197K +1,425 New
GIM
1322
Goelzer Investment Management
Indiana
$200K +$197K +1,425 New
EAM
1323
Eukles Asset Management
Ohio
$198K +$195K +1,412 New
HCM
1324
Highlander Capital Management
New Jersey
$191K
AL
1325
ADE LLC
Maryland
$190K

WM Hedge Fund Activity: Q2 2021 in Review

1,521 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2021, worth a combined $44.1B — up 7.9% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new WM positions and 78 closed out — a net gain of 44 holders — while 577 added to existing stakes and 546 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $100M. The largest seller was BlackRock, cutting an estimated $175M.

  • 1,521 institutional investors held Waste Management (WM) as of Q2 2021, up from 1,489 in Q1 2021.
  • Funds reported $44.1B of Waste Management stock for Q2 2021, up 7.9% quarter-over-quarter.
  • 122 funds opened new Waste Management positions in Q2 2021 and 78 closed out, a net change of +44 holders.
  • The largest Waste Management buyer in Q2 2021 was Wellington Management Group, an estimated $100M added.
  • The largest Waste Management seller in Q2 2021 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2021.