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Waste Management
WM

Overview Fund Activity

1,688 hedge funds and large institutions have $52.1B invested in Waste Management in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 591 increasing their positions, 566 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,688
Holders Change
+151
Holders Change %
+9.82%
% of All Funds
26.07%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.46%
New
244
Increased
591
Reduced
566
Closed
69
Calls
$687M
Puts
$521M
Net Calls
+$165M
Net Calls Change
+$212M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$330M
2
Morgan Stanley
Morgan Stanley
New York
+$173M
3
Ameriprise
Ameriprise
Minnesota
+$134M
4
Amundi
Amundi
France
+$81M
5
BlackRock
BlackRock
New York
+$67.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$240M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$195M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$151M
4
ClearBridge Investments
ClearBridge Investments
New York
-$115M
5
Wells Fargo
Wells Fargo
California
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTW
1301
Boston Trust Walden
Massachusetts
$291K – – –
CA
1302
Claro Advisors
Massachusetts
$291K +$3.34K +20 +1%
SF
1303
Symphony Financial
Texas
$290K -$12.7K -78 -4%
FCFS
1304
First Command Financial Services
Texas
$290K – – –
BG
1305
Bollard Group
Massachusetts
$290K +$1K +6 +0.3%
FHC
1306
Forest Hill Capital
Arkansas
$289K – – –
IRC
1307
Investors Research Corp
Georgia
$289K – – –
AIFAIM
1308
American Institute for Advanced Investment Management
Arizona
$288K -$8.35K -50 -3%
MW
1309
Marcum Wealth
Ohio
$287K -$34.2K -205 -11%
WP
1310
WealthPLAN Partners
Nebraska
$287K -$2.11K -14 -0.7%
WDG
1311
Wealth Dimensions Group
Ohio
$286K +$17.4K +104 +6%
BDF
1312
Balasa Dinverno & Foltz
$286K +$22K +132 +8%
DCM
1313
Dupont Capital Management
Delaware
$285K -$169K -1,013 -37%
RI
1314
Ridgewood Investments
New Jersey
$284K – – –
HPWM
1315
Highland Private Wealth Management
Washington
$284K +$8.01K +48 +3%
MSFP
1316
Mark Sheptoff Financial Planning
Connecticut
$284K +$16.7K +100 +6%
FIA
1317
Foundations Investment Advisors
Arizona
$284K +$63.3K +397 +29%
DCM
1318
Deuterium Capital Management
Florida
$284K +$284K +1,701 New
SB
1319
Strategic Blueprint
Georgia
$284K +$284K +1,702 New
BFS
1320
Bickling Financial Services
Massachusetts
$283K +$833 +5 +0.3%
CA
1321
Clearstead Advisors
Ohio
$282K +$12.4K +74 +5%
KMWM
1322
Keudell/Morrison Wealth Management
Oregon
$281K -$15.2K -91 -5%
BAM
1323
Bruderman Asset Management
New York
$281K +$334 +2 +0.1%
QPW
1324
Quantum Private Wealth
Florida
$281K +$281K +1,687 New
DAM
1325
Diamant Asset Management
Connecticut
$280K +$10K +60 +4%
51 52
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