We are live on ! Find out more
WM icon

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
BWL
1451
Bogart Wealth LLC
Virginia
$9K
BSG
1452
Black Swift Group
Colorado
$9K +$7.83K +67 New
TCWM
1453
Total Clarity Wealth Management
Illinois
$9K +$8.18K +70 New
BWM
1454
Baystate Wealth Management
Massachusetts
$8K
SWA
1455
SOA Wealth Advisors
New York
$8K
PWM
1456
Prentice Wealth Management
New York
$8K +$7.01K +60 New
RA
1457
Resolute Advisors
California
$8K +$10.1K +86 New
JWA
1458
JFS Wealth Advisors
Pennsylvania
$7K
RWG
1459
Regal Wealth Group
California
$7K +$117 +1 +2%
SWG
1460
Summit Wealth Group
Vermont
$7K +$6.43K +55 New
SIS
1461
Sound Income Strategies
Florida
$6.58K +$4.09K +35 +219%
ACA
1462
Atlas Capital Advisors
Wyoming
$6.45K +$5.84K +50 New
COCM
1463
Charter Oak Capital Management
New Hampshire
$6K
IHWM
1464
Iron Horse Wealth Management
Iowa
$6K
PFSC
1465
Peoples Financial Services Corp
Pennsylvania
$6K
RIA
1466
RPG Investment Advisory
California
$6K
FMP
1467
Financial Management Professionals
Texas
$5K
JGIA
1468
Jackson Grant Investment Advisers
Connecticut
$5K
UFF
1469
USA Financial Formulas
Michigan
$5K +$234 +2 +6%
PCFFS
1470
Pacific Center for Financial Services
California
$5K +$1.87K +16 +62%
JPLA
1471
Joseph P. Lucia & Associates
New York
$4K
SFO
1472
Standard Family Office
South Dakota
$4K +$1.05K +9 +47%
EWM
1473
Elmwood Wealth Management
California
$4K +$3.51K +30 New
CAM
1474
ClariVest Asset Management
California
$3K
CCM
1475
Copeland Capital Management
Pennsylvania
$3K

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.