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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
CRIG
1326
Charter Research & Investment Group
Connecticut
$213K +$213K +1,425 New
TVAMP
1327
Tennessee Valley Asset Management Partners
Tennessee
$212K +$212K +1,418 New
DE
1328
Day & Ennis
Georgia
$212K +$212K +1,419 New
DWM
1329
Dakota Wealth Management
Florida
$212K +$213K +1,420 New
LG
1330
LaFleur & Godfrey
Michigan
$211K +$211K +1,411 New
PCS
1331
Personal CFO Solutions
New Jersey
$210K +$210K +1,406 New
GD
1332
Grandfield & Dodd
New York
$210K +$214K +1,427 New
WAG
1333
Winthrop Advisory Group
Massachusetts
$209K +$210K +1,400 New
PCA
1334
Pallas Capital Advisors
Massachusetts
$208K +$195K +1,304 New
ACI
1335
Alpha Cubed Investments
California
$208K +$208K +1,393 New
FIA
1336
Foundations Investment Advisors
Arizona
$207K +$207K +1,383 New
B
1337
Bridgeworth
Alabama
$207K +$208K +1,388 New
AMCA
1338
Arthur M. Cohen & Associates
Illinois
$206K +$207K +1,380 New
ACM
1339
Azimuth Capital Management
Michigan
$206K +$207K +1,380 New
HCM
1340
HM Capital Management
Missouri
$205K +$206K +1,375 New
SFS
1341
Strategic Financial Services
New York
$204K +$204K +1,363 New
AAS
1342
Annex Advisory Services
Wisconsin
$204K +$204K +1,366 New
AL
1343
ADE LLC
Maryland
$203K
HCM
1344
Highlander Capital Management
New Jersey
$203K
MCP
1345
Mirador Capital Partners
California
$202K +$202K +1,352 New
FHC
1346
First Heartland Consultants
Missouri
$202K +$203K +1,354 New
HIP
1347
HUB Investment Partners
Texas
$201K -$2.15M -14,339 -91%
IA
1348
Insight Advisors
Pennsylvania
$201K +$188K +1,253 New
OIA
1349
OneDigital Investment Advisors
Kansas
$201K +$201K +1,344 New
ESB
1350
Essex Savings Bank
Connecticut
$200K +$193K +1,289 New

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.