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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
CAGAS
1376
Capital Advisory Group Advisory Services
Minnesota
$48K
ADL
1377
Asset Dedication LLC
California
$47K -$4.56K -39 -10%
KFI
1378
Key Financial Inc
Pennsylvania
$46K
AWM
1379
Avior Wealth Management
Nebraska
$45K +$22.4K +192 +119%
LWM
1380
Liberty Wealth Management
California
$44K
BEI
1381
Benjamin Edwards Inc
Missouri
$44K +$18.4K +157 +85%
HFS
1382
HBC Financial Services
Washington
$43.2K -$17.5K -150 -32%
TFIPS
1383
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.4K
POIA
1384
Pin Oak Investment Advisors
Texas
$42K
TLFA
1385
True Link Financial Advisors
California
$41K
PCTC
1386
Perkins Coie Trust Company
Washington
$39K -$513K -4,385 -94%
SNT
1387
Security National Trust
West Virginia
$39K -$8.06K -69 -19%
CB
1388
CNB Bank
Pennsylvania
$39K
HWM
1389
Holloway Wealth Management
Florida
$39K
MAWCM
1390
Mine & Arao Wealth Creation & Management
California
$39K
PSB
1391
Piscataqua Savings Bank
New Hampshire
$39K +$35.1K +300 New
GAM
1392
Gemmer Asset Management
California
$38K -$21.6K -185 -38%
HFA
1393
Hoover Financial Advisors
Pennsylvania
$38K
LFG
1394
Larson Financial Group
Missouri
$38K
WR
1395
WD Rutherford
Oregon
$38K
GSAM
1396
Grant Street Asset Management
Pennsylvania
$35K -$10.4K -89 -25%
Loomis, Sayles & Company
1397
Loomis, Sayles & Company
Massachusetts
$35K -$2.81K -24 -8%
DWP
1398
Destiny Wealth Partners
Florida
$35K +$2.92K +25 +10%
PP
1399
Pacifica Partners
Canada
$33K -$16.9K -145 -36%
MA
1400
Montag & Associates
Georgia
$32K -$43.8K -375 -60%

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.