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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
PGAM
1401
Princeton Global Asset Management
New Jersey
$32K +$29.2K +250 New
APP
1402
Alpha Paradigm Partners
Illinois
$31K -$6.08K -52 -18%
AFS
1403
Annapolis Financial Services
Maryland
$31K +$1.17K +10 +4%
IWP
1404
IAG Wealth Partners
Wisconsin
$30K
SLF
1405
Sun Life Financial
Ontario, Canada
$30K +$117 +1 +0.4%
TWA
1406
TCI Wealth Advisors
Arizona
$29K +$7.71K +66 +43%
WB
1407
Webster Bank
Connecticut
$28K
LWA
1408
Lenox Wealth Advisors
New York
$27K +$4.79K +41 +24%
DSC
1409
Duncker Streett & Co
Missouri
$26K
EARNEST Partners
1410
EARNEST Partners
Georgia
$26K
FP
1411
Fiduciary Planning
Florida
$26K
LWANC
1412
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K
SSWG
1413
Seven Springs Wealth Group
Tennessee
$26K
TCM
1414
TD Capital Management
Tennessee
$26K
PSIWM
1415
Paradigm Strategies in Wealth Management
Minnesota
$26K +$23.4K +200 New
KFP
1416
KB Financial Partners
New Jersey
$26K +$23.6K +202 New
ADIM
1417
Alpha DNA Investment Management
Maryland
$25K
TLCM
1418
Twin Lakes Capital Management
California
$25K +$22.3K +191 New
ACM
1419
Allred Capital Management
Texas
$23.9K +$21.6K +185 New
Jones Financial Companies
1420
Jones Financial Companies
Missouri
$22K +$6.9K +59 +53%
CA
1421
Crewe Advisors
Utah
$21K
MFA
1422
McClarren Financial Advisors
Pennsylvania
$20K -$16K -137 -46%
CL
1423
COWA LLC
Oklahoma
$20K
JFA
1424
JNBA Financial Advisors
Minnesota
$19K +$16.8K +144 New
AIG
1425
American International Group
New York
$18.2K -$274K -2,344 -2%

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.