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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
TFO
1426
Tarbox Family Office
California
$18K
CIA
1427
CSat Investment Advisory
Michigan
$18K +$2.81K +24 +21%
RCG
1428
Rock Creek Group
District of Columbia
$18K +$16.4K +140 New
CTB
1429
Country Trust Bank
Illinois
$17K
DOA
1430
D'Orazio & Associates
Virginia
$16K
EWM
1431
Endurance Wealth Management
Rhode Island
$16K
M
1432
MOTCO
Texas
$15K -$3.51K -30 -21%
AW
1433
Avion Wealth
Texas
$15K
HI
1434
Human Investing
Oregon
$15K
LF
1435
Lee Financial
Texas
$15K
EWA
1436
Evolution Wealth Advisors
Florida
$15K +$7.25K +62 +117%
Nisa Investment Advisors
1437
Nisa Investment Advisors
Missouri
$14K -$2.79M -23,840 -18%
FWM
1438
Focused Wealth Management
New York
$14K
RIM
1439
Rockbridge Investment Management
New York
$13K -$3.16K -27 -22%
APWM
1440
Atlas Private Wealth Management
New York
$13K
LWA
1441
Lowe Wealth Advisors
Maryland
$13K
M1FG
1442
Mach-1 Financial Group
Arkansas
$13K
PP
1443
PrairieView Partners
Minnesota
$13K
PO
1444
Private Ocean
California
$13K
SFP
1445
Sterling Financial Planning
New Jersey
$13K
PG
1446
Proffitt & Goodson
Tennessee
$12K
AIC
1447
Archer Investment Corporation
Indiana
$10.7K +$9.7K +83 New
KIG
1448
Kessler Investment Group
Indiana
$10K
TIM
1449
Tortoise Investment Management
New York
$10K
BMD
1450
Better Money Decisions
New Mexico
$10K +$9K +77 New

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.