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Waste Management

1,695 hedge funds and large institutions have $52.3B invested in Waste Management in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 594 increasing their positions, 569 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 69

32% more call options, than puts

Call options by funds: $687M | Put options by funds: $521M

12% more capital invested

Capital invested by funds: $46.7B → $52.3B (+$5.52B)

10% more funds holding

Funds holding: 1,5441,695 (+151)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

4% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 569

0.81% more ownership

Funds ownership: 74.94%75.75% (+0.81%)

Holders
1,695
Holders Change
+151
Holders Change %
+9.78%
% of All Funds
26.08%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.46%
New
244
Increased
594
Reduced
569
Closed
69
Calls
$687M
Puts
$521M
Net Calls
+$165M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
1401
Tennessee Valley Asset Management Partners
Tennessee
$237K +$804 +5 +0.4%
HWIS
1402
Hancock Whitney Investment Services
Louisiana
$237K +$216K +1,341 New
AAS
1403
Annex Advisory Services
Wisconsin
$236K +$7.72K +48 +4%
GG
1404
Greenwood Gearhart
Arkansas
$236K +$227K +1,412 New
LG
1405
LaFleur & Godfrey
Michigan
$235K
BFAG
1406
Blackston Financial Advisory Group
Florida
$235K +$227K +1,409 New
WAG
1407
Winthrop Advisory Group
Massachusetts
$234K +$482 +3 +0.2%
CPA
1408
Capital Planning Advisors
California
$232K +$223K +1,388 New
KWS
1409
Keystone Wealth Services
California
$232K +$223K +1,390 New
GD
1410
Grandfield & Dodd
New York
$230K -$4.34K -27 -2%
AMCA
1411
Arthur M. Cohen & Associates
Illinois
$230K
ACM
1412
Azimuth Capital Management
Michigan
$230K
BFA
1413
Bragg Financial Advisors
North Carolina
$230K
HCM
1414
HM Capital Management
Missouri
$229K
FF
1415
Financial Futures
New Jersey
$229K +$220K +1,370 New
IWA
1416
Inspirion Wealth Advisors
Illinois
$228K -$16.1K -100 -7%
PCS
1417
Personal CFO Solutions
New Jersey
$228K -$5.95K -37 -3%
AL
1418
ADE LLC
Maryland
$227K
HCM
1419
Highlander Capital Management
New Jersey
$227K
SFS
1420
Strategic Financial Services
New York
$227K
CFA
1421
Compass Financial Advisors
Indiana
$227K +$219K +1,360 New
SAM
1422
Summit Asset Management
Tennessee
$226K -$12.2K -76 -5%
PCIA
1423
Prime Capital Investment Advisors
Kansas
$226K +$217K +1,351 New
1W
1424
1776 Wealth
Georgia
$226K +$218K +1,355 New
NEAM
1425
New England Asset Management
Connecticut
$225K -$105K -650 -33%

WM Hedge Fund Activity: Q4 2021 in Review

1,695 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2021, worth a combined $52.3B — up 12% from $46.7B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new WM positions and 69 closed out — a net gain of 175 holders — while 594 added to existing stakes and 569 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $318M. The largest seller was Wellington Management Group, cutting an estimated $231M.

  • 1,695 institutional investors held Waste Management (WM) as of Q4 2021, up from 1,544 in Q3 2021.
  • Funds reported $52.3B of Waste Management stock for Q4 2021, up 12% quarter-over-quarter.
  • 244 funds opened new Waste Management positions in Q4 2021 and 69 closed out, a net change of +175 holders.
  • The largest Waste Management buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $318M added.
  • The largest Waste Management seller in Q4 2021 was Wellington Management Group, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2021.