We are live on ! Find out more
WM icon

Waste Management

1,544 hedge funds and large institutions have $46.7B invested in Waste Management in 2021 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 597 increasing their positions, 534 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 71

26% more funds holding in top 10

Funds holding in top 10: 2329 (+6)

12% more repeat investments, than reductions

Existing positions increased: 597 | Existing positions reduced: 534

6% more capital invested

Capital invested by funds: $44.1B → $46.7B (+$2.61B)

2% more funds holding

Funds holding: 1,5211,544 (+23)

0.28% less ownership

Funds ownership: 75.22%74.94% (-0.28%)

14% less call options, than puts

Call options by funds: $294M | Put options by funds: $341M

Holders
1,544
Holders Change
+23
Holders Change %
+1.51%
% of All Funds
27.03%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.51%
New
116
Increased
597
Reduced
534
Closed
71
Calls
$294M
Puts
$341M
Net Calls
-$46.9M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
LK
1376
Lumbard & Kellner
New Hampshire
$149K +$150K +1,000 New
MRCM
1377
M&R Capital Management
New Jersey
$144K +$21.7K +145 +18%
SBL
1378
Sargent Bickham Lagudis
Colorado
$143K +$10K +67 +8%
UAML
1379
US Asset Management LLC
Pennsylvania
$143K +$143K +957 New
AWM
1380
AllSquare Wealth Management
New York
$141K
MWM
1381
Mascoma Wealth Management
New Hampshire
$140K +$140K +937 New
GCM
1382
Gables Capital Management
Florida
$137K
CWP
1383
Concord Wealth Partners
Virginia
$135K -$32.3K -216 -19%
GWS
1384
Glassman Wealth Services
Virginia
$135K +$4.49K +30 +3%
CFA
1385
Carroll Financial Associates
North Carolina
$133K -$42.8K -286 -24%
WWMSC
1386
Wagner Wealth Management (South Carolina)
South Carolina
$132K +$299 +2 +0.2%
CMBA
1387
C.M. Bidwell & Associates
Hawaii
$131K -$8.38K -56 -6%
PA
1388
PSI Advisors
Florida
$131K +$132K +880 New
FFA
1389
Freedman Financial Associates
Massachusetts
$126K -$38.6K -258 -23%
HIA
1390
Harbor Investment Advisory
Maryland
$126K +$4.94K +33 +4%
TLFA
1391
True Link Financial Advisors
California
$126K +$74.8K +500 +145%
CWC
1392
Carolinas Wealth Consulting
North Carolina
$124K -$44.6K -298 -26%
AWM
1393
Atticus Wealth Management
Florida
$124K -$5.84K -39 -4%
EIM
1394
Essex Investment Management
Massachusetts
$124K
CCA
1395
Column Capital Advisors
Indiana
$123K
WAS
1396
Winch Advisory Services
Wisconsin
$121K +$150 +1 +0.1%
IUHSA
1397
Itau Unibanco Holding S.A.
Brazil
$121K +$122K +813 New
HBT
1398
Hills Bank & Trust
Iowa
$119K -$78.6K -525 -40%
VNA
1399
Valley National Advisers
Pennsylvania
$118K +$150 +1 +0.1%
FFC
1400
First Financial Corp
Indiana
$117K

WM Hedge Fund Activity: Q3 2021 in Review

1,544 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q3 2021, worth a combined $46.7B — up 5.9% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new WM positions and 71 closed out — a net gain of 45 holders — while 597 added to existing stakes and 534 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $146M. The largest seller was Wellington Management Group, cutting an estimated $214M.

  • 1,544 institutional investors held Waste Management (WM) as of Q3 2021, up from 1,521 in Q2 2021.
  • Funds reported $46.7B of Waste Management stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 116 funds opened new Waste Management positions in Q3 2021 and 71 closed out, a net change of +45 holders.
  • The largest Waste Management buyer in Q3 2021 was Bank of Montreal, an estimated $146M added.
  • The largest Waste Management seller in Q3 2021 was Wellington Management Group, an estimated $214M sold.

Based on aggregated 13F filings for Q3 2021.