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Waste Management

1,489 hedge funds and large institutions have $40.9B invested in Waste Management in 2021 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 562 increasing their positions, 542 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

45% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 96

40% more call options, than puts

Call options by funds: $376M | Put options by funds: $268M

10% more capital invested

Capital invested by funds: $37.3B → $40.9B (+$3.6B)

2% more funds holding

Funds holding: 1,4561,489 (+33)

1.16% more ownership

Funds ownership: 74.38%75.54% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 542

Holders
1,489
Holders Change
+33
Holders Change %
+2.27%
% of All Funds
26.15%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
139
Increased
562
Reduced
542
Closed
96
Calls
$376M
Puts
$268M
Net Calls
+$108M
Net Calls Change
+$97.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1351
HC Financial Advisors
California
$75K
EIP
1352
Ellis Investment Partners
Pennsylvania
$75K +$351 +3 +0.5%
BWM
1353
BerganKDV Wealth Management
Minnesota
$73K -$23.7K -203 -27%
APWA
1354
Atlas Private Wealth Advisors
New Jersey
$73K +$117 +1 +0.2%
CM
1355
Capula Management
Cayman Islands
$69K +$62.6K +536 New
RCC
1356
Red Cedar Capital
Nebraska
$68K
MCM
1357
MV Capital Management
Maryland
$68K +$351 +3 +0.6%
SCA
1358
Stonebridge Capital Advisors
Minnesota
$67K +$60.3K +516 New
ANBT
1359
American National Bank & Trust
Texas
$65K
1832 Asset Management
1360
1832 Asset Management
Ontario, Canada
$62K -$5.83M -49,870 -99%
CFD
1361
Creative Financial Designs
Indiana
$60K -$11.5K -98 -18%
PCG
1362
Private Capital Group
Connecticut
$60K -$701 -6 -1%
CFO
1363
CVA Family Office
Colorado
$59K +$29.8K +255 +128%
Bank Julius Baer & Co
1364
Bank Julius Baer & Co
Switzerland
$58K +$5.96K +51 +13%
SQA
1365
Simon Quick Advisors
New Jersey
$58K +$35.1K +300 +200%
SN
1366
Sittner & Nelson
Oregon
$53K
TFM
1367
TFC Financial Management
Massachusetts
$53K
MF
1368
Manchester Financial
California
$52K
CIA
1369
Cascade Investment Advisors
Oregon
$51.6K
LC
1370
Lindbrook Capital
California
$51K +$6.2K +53 +15%
AWM
1371
Accel Wealth Management
Iowa
$51K +$7.01K +60 +18%
SL
1372
Savior LLC
Massachusetts
$50K +$117 +1 +0.3%
TC
1373
Trust Company
Kansas
$49K
WPA
1374
West Paces Advisors
Georgia
$48.3K
NFSG
1375
Newbridge Financial Services Group
Florida
$48K -$12.6K -108 -23%

WM Hedge Fund Activity: Q1 2021 in Review

1,489 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2021, worth a combined $40.9B — up 9.7% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WM positions and 96 closed out — a net gain of 43 holders — while 562 added to existing stakes and 542 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $626M. The largest seller was Jackson Square Partners, cutting an estimated $248M.

  • 1,489 institutional investors held Waste Management (WM) as of Q1 2021, up from 1,456 in Q4 2020.
  • Funds reported $40.9B of Waste Management stock for Q1 2021, up 9.7% quarter-over-quarter.
  • 139 funds opened new Waste Management positions in Q1 2021 and 96 closed out, a net change of +43 holders.
  • The largest Waste Management buyer in Q1 2021 was Wellington Management Group, an estimated $626M added.
  • The largest Waste Management seller in Q1 2021 was Jackson Square Partners, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2021.