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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
SQA
1401
Simon Quick Advisors
New Jersey
$115K +$3.14K +21 +3%
GKWIM
1402
Gerber Kawasaki Wealth & Investment Management
California
$114K +$115K +767 New
LWA
1403
Lenox Wealth Advisors
New York
$111K +$748 +5 +0.7%
CYG
1404
Clean Yield Group
Vermont
$108K +$40.3K +269 +59%
GWMIA
1405
Global Wealth Management Investment Advisory
Florida
$106K
LCM
1406
Logan Capital Management
Pennsylvania
$106K
TCM
1407
Tradewinds Capital Management
Washington
$105K
RF
1408
Robbins Farley
New Hampshire
$104K +$104K +697 New
EIP
1409
Ellis Investment Partners
Pennsylvania
$102K +$299 +2 +0.3%
BWM
1410
BerganKDV Wealth Management
Minnesota
$99K +$15K +100 +18%
BAM
1411
Barrett Asset Management
New York
$97K
BWM
1412
Baystate Wealth Management
Massachusetts
$92K +$299 +2 +0.3%
CCM
1413
Cribstone Capital Management
Maine
$92K +$748 +5 +0.8%
BFC
1414
Bedel Financial Consulting
Indiana
$90K
ANBT
1415
American National Bank & Trust
Texas
$88K +$6.73K +45 +8%
JWA
1416
JFS Wealth Advisors
Pennsylvania
$88K +$80.4K +537 +1,013%
HFA
1417
HC Financial Advisors
California
$86K
APWA
1418
Atlas Private Wealth Advisors
New Jersey
$85K +$150 +1 +0.2%
SCA
1419
Stonebridge Capital Advisors
Minnesota
$82K -$72.7K -486 -47%
Jones Financial Companies
1420
Jones Financial Companies
Missouri
$80K -$3.59K -24 -4%
AS
1421
Altshuler Shaham
Israel
$79K -$6.88K -46 -8%
WPA
1422
West Paces Advisors
Georgia
$78.7K
RCC
1423
Red Cedar Capital
Nebraska
$78K
ODG
1424
O'Dell Group
Ohio
$75K +$74.8K +500 New
FP
1425
Financial Perspectives
Minnesota
$74.7K

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.