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Waste Management

1,521 hedge funds and large institutions have $44.1B invested in Waste Management in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 577 increasing their positions, 546 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 78

36% more call options, than puts

Call options by funds: $347M | Put options by funds: $256M

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

8% more capital invested

Capital invested by funds: $40.9B → $44.1B (+$3.24B)

2% more funds holding

Funds holding: 1,4891,521 (+32)

6% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 546

0.32% less ownership

Funds ownership: 75.54%75.22% (-0.32%)

Holders
1,521
Holders Change
+32
Holders Change %
+2.15%
% of All Funds
26.48%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
122
Increased
577
Reduced
546
Closed
78
Calls
$347M
Puts
$256M
Net Calls
+$91M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1376
Ellis Investment Partners
Pennsylvania
$96K +$14.1K +102 +17%
EBA
1377
Eagle Bay Advisors
New York
$92K +$90.3K +653 New
SWM
1378
Sugarloaf Wealth Management
Georgia
$91K -$5.53K -40 -6%
BAM
1379
Barrett Asset Management
New York
$91K
OIA
1380
Optimum Investment Advisors
Illinois
$91K
SOW
1381
State of Wyoming
Wyoming
$89K +$87.8K +635 New
BWM
1382
Baystate Wealth Management
Massachusetts
$86K +$76K +550 +873%
CCM
1383
Cribstone Capital Management
Maine
$85K
BFC
1384
Bedel Financial Consulting
Indiana
$84K
HFA
1385
HC Financial Advisors
California
$81K
AS
1386
Altshuler Shaham
Israel
$80K -$6.77K -49 -8%
APWA
1387
Atlas Private Wealth Advisors
New Jersey
$80K +$138 +1 +0.2%
BWM
1388
BerganKDV Wealth Management
Minnesota
$79K
FCA
1389
FinTrust Capital Advisors
South Carolina
$78K -$29.4K -213 -28%
Jones Financial Companies
1390
Jones Financial Companies
Missouri
$78K +$53.6K +388 +227%
NR
1391
Newfound Research
Massachusetts
$76K -$16.7K -121 -18%
ANBT
1392
American National Bank & Trust
Texas
$76K +$6.22K +45 +9%
RCC
1393
Red Cedar Capital
Nebraska
$74K
WPA
1394
West Paces Advisors
Georgia
$73.8K +$21.1K +153 +41%
Bank Julius Baer & Co
1395
Bank Julius Baer & Co
Switzerland
$73K +$9.81K +71 +16%
FP
1396
Financial Perspectives
Minnesota
$70.1K -$8.85M -64,010 -99%
AWM
1397
Accel Wealth Management
Iowa
$66K +$10.5K +76 +19%
CFD
1398
Creative Financial Designs
Indiana
$65K
HFA
1399
Hoover Financial Advisors
Pennsylvania
$65K +$27.6K +200 +75%
CFO
1400
CVA Family Office
Colorado
$64K

WM Hedge Fund Activity: Q2 2021 in Review

1,521 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2021, worth a combined $44.1B — up 7.9% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new WM positions and 78 closed out — a net gain of 44 holders — while 577 added to existing stakes and 546 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $100M. The largest seller was BlackRock, cutting an estimated $175M.

  • 1,521 institutional investors held Waste Management (WM) as of Q2 2021, up from 1,489 in Q1 2021.
  • Funds reported $44.1B of Waste Management stock for Q2 2021, up 7.9% quarter-over-quarter.
  • 122 funds opened new Waste Management positions in Q2 2021 and 78 closed out, a net change of +44 holders.
  • The largest Waste Management buyer in Q2 2021 was Wellington Management Group, an estimated $100M added.
  • The largest Waste Management seller in Q2 2021 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2021.