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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
MIM
1301
Merrion Investment Management
New Jersey
$224K
MKA
1302
M. Kulyk & Associates
Georgia
$224K
RWP
1303
Ridgecrest Wealth Partners
California
$224K
HA
1304
HC Advisors
Georgia
$224K +$224K +1,500 New
LWM
1305
Laidlaw Wealth Management
New York
$223K -$41.3K -276 -16%
FBFS
1306
First Business Financial Services
Wisconsin
$223K
JCM
1307
Janney Capital Management
Pennsylvania
$223K +$599 +4 +0.3%
SWM
1308
Selective Wealth Management
Virginia
$223K +$29.9K +200 +15%
GG
1309
Gleason Group
Kentucky
$223K +$30.8K +206 +16%
CC
1310
Courier Capital
New York
$222K -$37.4K -250 -14%
EFSCE
1311
Enterprise Financial Services Corp (EFSC)
Missouri
$222K +$115K +768 +107%
SIC
1312
Sigma Investment Counselors
Michigan
$221K +$4.19K +28 +2%
6M
1313
6 Meridian
Kansas
$219K -$48K -321 -18%
IWA
1314
Inspirion Wealth Advisors
Illinois
$219K
WMA
1315
Wealth Management Associates
New Jersey
$218K -$22.4K -150 -9%
WA
1316
Wealth Architects
California
$218K -$449 -3 -0.2%
T
1317
TOBAM
France
$216K
WDC
1318
Woodward Diversified Capital
California
$216K +$449 +3 +0.2%
FWM
1319
FFT Wealth Management
Pennsylvania
$216K +$3.14K +21 +1%
HL
1320
HeadInvest LLC
Maine
$216K +$216K +1,443 New
JFGLC
1321
Johnson Financial Group LLC (Colorado)
Colorado
$215K
MWM
1322
Modera Wealth Management
New Jersey
$214K +$214K +1,430 New
BBL
1323
Beck Bode LLC
Massachusetts
$213K
GIM
1324
Goelzer Investment Management
Indiana
$213K
SAM
1325
Summit Asset Management
Tennessee
$213K

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.