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Waste Management

1,695 hedge funds and large institutions have $52.3B invested in Waste Management in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 594 increasing their positions, 569 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 69

32% more call options, than puts

Call options by funds: $687M | Put options by funds: $521M

12% more capital invested

Capital invested by funds: $46.7B → $52.3B (+$5.52B)

10% more funds holding

Funds holding: 1,5441,695 (+151)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

4% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 569

0.81% more ownership

Funds ownership: 74.94%75.75% (+0.81%)

Holders
1,695
Holders Change
+151
Holders Change %
+9.78%
% of All Funds
26.08%
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
594
Reduced
569
Closed
69
Calls
$687M
Puts
$521M
Net Calls
+$165M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1326
Strategic Blueprint
Georgia
$284K +$274K +1,702 New
BFS
1327
Bickling Financial Services
Massachusetts
$283K +$804 +5 +0.3%
CA
1328
Clearstead Advisors
Ohio
$282K +$11.9K +74 +5%
KMWM
1329
Keudell/Morrison Wealth Management
Oregon
$281K -$14.6K -91 -5%
BAM
1330
Bruderman Asset Management
New York
$281K +$322 +2 +0.1%
QPW
1331
Quantum Private Wealth
Florida
$281K +$271K +1,687 New
DAM
1332
Diamant Asset Management
Connecticut
$280K +$9.65K +60 +4%
TRIA
1333
Trail Ridge Investment Advisors
Colorado
$280K +$270K +1,678 New
GLLW
1334
Graves Light Lenhart Wealth
Virginia
$279K
PIA
1335
Powell Investment Advisors
Florida
$277K -$147K -914 -35%
First Manhattan
1336
First Manhattan
New York
$277K
FMBTD
1337
First Midwest Bank Trust Division
Illinois
$275K
GSEP
1338
Golden State Equity Partners
California
$274K -$38.8K -241 -13%
PCMC
1339
Paragon Capital Management (Colorado)
Colorado
$274K +$322 +2 +0.1%
CAWM
1340
Capital Advisors Wealth Management
Washington
$272K +$12.7K +79 +5%
GIM
1341
Goelzer Investment Management
Indiana
$272K +$33K +205 +14%
NB
1342
NBT Bank
New York
$270K -$69.9K -435 -21%
ABP
1343
Arthur B. Page
$270K -$64.3K -400 -20%
B
1344
Bridgeworth
Alabama
$269K +$36.2K +225 +16%
IWP
1345
Insight Wealth Partners
Texas
$269K +$259K +1,609 New
CSPAM
1346
Cary Street Partners Asset Management
Virginia
$267K
RTS
1347
Round Table Services
New Jersey
$267K
PCMC
1348
Private Capital Management (Colorado)
Colorado
$266K +$10.9K +68 +4%
BHTS
1349
Bar Harbor Trust Services
Maine
$265K -$33.8K -210 -12%
MCM
1350
Maryland Capital Management
Maryland
$264K

WM Hedge Fund Activity: Q4 2021 in Review

1,695 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2021, worth a combined $52.3B — up 12% from $46.7B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new WM positions and 69 closed out — a net gain of 175 holders — while 594 added to existing stakes and 569 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $318M. The largest seller was Wellington Management Group, cutting an estimated $231M.

  • 1,695 institutional investors held Waste Management (WM) as of Q4 2021, up from 1,544 in Q3 2021.
  • Funds reported $52.3B of Waste Management stock for Q4 2021, up 12% quarter-over-quarter.
  • 244 funds opened new Waste Management positions in Q4 2021 and 69 closed out, a net change of +175 holders.
  • The largest Waste Management buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $318M added.
  • The largest Waste Management seller in Q4 2021 was Wellington Management Group, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2021.