We are live on ! Find out more
WM icon

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
CYG
1401
Clean Yield Group
Vermont
$64K +$63.2K +457 New
PCG
1402
Private Capital Group
Connecticut
$61K -$4.29K -31 -7%
SN
1403
Sittner & Nelson
Oregon
$58K
TFM
1404
TFC Financial Management
Massachusetts
$57K
LWM
1405
Liberty Wealth Management
California
$57K +$553 +4 +1%
WBC
1406
West Branch Capital
Massachusetts
$57K +$56.7K +410 New
CIA
1407
Cascade Investment Advisors
Oregon
$56K
LC
1408
Lindbrook Capital
California
$55K
SL
1409
Savior LLC
Massachusetts
$55K +$138 +1 +0.3%
M
1410
MOTCO
Texas
$55K +$38K +275 +239%
AWM
1411
Avior Wealth Management
Nebraska
$54K +$4.84K +35 +10%
KFI
1412
Key Financial Inc
Pennsylvania
$53K
TC
1413
Trust Company
Kansas
$53K
CAGAS
1414
Capital Advisory Group Advisory Services
Minnesota
$52K
NFSG
1415
Newbridge Financial Services Group
Florida
$52K
ADL
1416
Asset Dedication LLC
California
$51K
BEI
1417
Benjamin Edwards Inc
Missouri
$50K +$2.07K +15 +4%
HWMA
1418
Heritage Wealth Management (Arizona)
Arizona
$49K +$48.4K +350 New
TLFA
1419
True Link Financial Advisors
California
$48K +$4.29K +31 +10%
HFS
1420
HBC Financial Services
Washington
$48K +$108K +779 +243%
TFIPS
1421
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.1K
WQ
1422
Wealth Quarterback
New Jersey
$46K +$44.5K +322 New
POIA
1423
Pin Oak Investment Advisors
Texas
$45K
SNT
1424
Security National Trust
West Virginia
$45K +$3.18K +23 +8%
CB
1425
CNB Bank
Pennsylvania
$43K

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.