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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
RS
1426
Robeco Schweiz
Switzerland
$74.2K -$42.3M -282,359 -36%
AWM
1427
Accel Wealth Management
Iowa
$70K
CFD
1428
Creative Financial Designs
Indiana
$69K
FCA
1429
FinTrust Capital Advisors
South Carolina
$68K -$15K -100 -18%
PCG
1430
Private Capital Group
Connecticut
$67K +$2.39K +16 +4%
ADL
1431
Asset Dedication LLC
California
$66K +$11.5K +77 +21%
MA
1432
Montag & Associates
Georgia
$63K +$26K +174 +71%
TCWM
1433
Total Clarity Wealth Management
Illinois
$63K +$63K +421 New
LC
1434
Lindbrook Capital
California
$62K +$2.54K +17 +4%
SN
1435
Sittner & Nelson
Oregon
$61K
TFM
1436
TFC Financial Management
Massachusetts
$61K
WBC
1437
West Branch Capital
Massachusetts
$61K
CFA
1438
Cahill Financial Advisors
Minnesota
$61K +$60.8K +406 New
OIA
1439
Optimum Investment Advisors
Illinois
$60K -$37.4K -250 -38%
LWM
1440
Liberty Wealth Management
California
$60K +$299 +2 +0.5%
PGAM
1441
Princeton Global Asset Management
New Jersey
$60K +$22.4K +150 +60%
CIA
1442
Cascade Investment Advisors
Oregon
$59.7K
SWM
1443
Sugarloaf Wealth Management
Georgia
$58K -$39.2K -262 -40%
AWM
1444
Avior Wealth Management
Nebraska
$58K +$150 +1 +0.3%
TC
1445
Trust Company
Kansas
$57K
CAGAS
1446
Capital Advisory Group Advisory Services
Minnesota
$55K
NFSG
1447
Newbridge Financial Services Group
Florida
$55K
KFI
1448
Key Financial Inc
Pennsylvania
$54K
BEI
1449
Benjamin Edwards Inc
Missouri
$54K +$1.05K +7 +2%
HFS
1450
HBC Financial Services
Washington
$54K +$7.48K +50 +5%

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.