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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
ARG
1351
Advisory Resource Group
Oklahoma
$264K +$161 +1 +0.1%
TW
1352
TrinityPoint Wealth
Connecticut
$264K +$3.06K +19 +1%
ORC
1353
O'Rourke & Company
Massachusetts
$263K +$254K +1,577 New
C
1354
Certuity
Florida
$262K -$170K -1,057 -40%
FCB
1355
First Command Bank
Texas
$259K
KC
1356
Knuff & Co
California
$259K
WGAM
1357
Wilkinson Global Asset Management
New York
$259K
BFG
1358
Berger Financial Group
Minnesota
$258K +$249K +1,547 New
LBC
1359
Lowe Brockenbrough & Co
Virginia
$256K
CII
1360
Capital International Inc
California
$255K -$3.06K -19 -1%
SEEDPG
1361
S.E.E.D. Planning Group
New York
$253K -$6.43K -40 -3%
BWA
1362
BDO Wealth Advisors
Florida
$253K
WA
1363
Wealth Architects
California
$253K +$8.84K +55 +4%
CWP
1364
Concord Wealth Partners
Virginia
$253K +$98.7K +614 +68%
PK
1365
Pflug Koory
Nebraska
$252K
QWM
1366
Quaker Wealth Management
New Jersey
$252K
CCG
1367
Cypress Capital Group
Florida
$252K +$242K +1,508 New
PPW
1368
Pinnacle Private Wealth
Massachusetts
$251K +$242K +1,502 New
AA
1369
ALPS Advisors
Colorado
$251K +$242K +1,505 New
CC
1370
Corsicana & Co
Texas
$250K
FBFS
1371
First Business Financial Services
Wisconsin
$250K
HA
1372
HC Advisors
Georgia
$250K
MIM
1373
Merrion Investment Management
New Jersey
$250K
MKA
1374
M. Kulyk & Associates
Georgia
$250K
RWP
1375
Ridgecrest Wealth Partners
California
$250K

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.