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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
HWMA
1451
Heritage Wealth Management (Arizona)
Arizona
$52K
SIS
1452
Sound Income Strategies
Florida
$50K +$42.9K +287 +563%
WQ
1453
Wealth Quarterback
New Jersey
$49K +$150 +1 +0.3%
POIA
1454
Pin Oak Investment Advisors
Texas
$48K
CB
1455
CNB Bank
Pennsylvania
$46K
HWM
1456
Holloway Wealth Management
Florida
$45K
MAWCM
1457
Mine & Arao Wealth Creation & Management
California
$45K
PSB
1458
Piscataqua Savings Bank
New Hampshire
$45K
SNT
1459
Security National Trust
West Virginia
$45K
GAM
1460
Gemmer Asset Management
California
$45K +$599 +4 +1%
WR
1461
WD Rutherford
Oregon
$44K
LFG
1462
Larson Financial Group
Missouri
$43K
PP
1463
Pacifica Partners
Canada
$43K
Loomis, Sayles & Company
1464
Loomis, Sayles & Company
Massachusetts
$43K +$150 +1 +0.3%
DWP
1465
Destiny Wealth Partners
Florida
$37K +$37.4K +250 New
IWP
1466
IAG Wealth Partners
Wisconsin
$36K
M
1467
MOTCO
Texas
$35K -$22.9K -153 -39%
AFS
1468
Annapolis Financial Services
Maryland
$35K
GGI
1469
Godsey & Gibb Inc
Virginia
$35K
WB
1470
Webster Bank
Connecticut
$34K +$1.2K +8 +4%
PCTC
1471
Perkins Coie Trust Company
Washington
$32K
TCM
1472
TD Capital Management
Tennessee
$31K
DSC
1473
Duncker Streett & Co
Missouri
$30K
EARNEST Partners
1474
EARNEST Partners
Georgia
$30K
TLCM
1475
Twin Lakes Capital Management
California
$29K +$150 +1 +0.5%

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.