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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
CWM
1476
Cranbrook Wealth Management
Michigan
$3K
PA
1477
Perennial Advisors
New York
$3K
TAIM
1478
TD Ameritrade Investment Management
Nebraska
$3K
FWM
1479
Filbrandt Wealth Management
Wisconsin
$3K +$2.81K +24 New
FNBOSM
1480
First National Bank of South Miami
Florida
$2K
GC
1481
Globeflex Capital
California
$2K
HWM
1482
HighMark Wealth Management
Minnesota
$2K +$1.4K +12 New
CP
1483
Corbenic Partners
Pennsylvania
$1K
CCC
1484
Crescent Capital Consulting
Louisiana
$1K
TFA
1485
Transamerica Financial Advisors
Florida
$1K
AWM
1486
Activest Wealth Management
Florida
$1K +$351 +3 New
APC
1487
Aspire Private Capital
North Carolina
$1K +$584 +5 New
SWM
1488
Sugarloaf Wealth Management
Georgia
$89 -$1.07M -9,181 -93%
WIM
1489
Westside Investment Management
California
$23
Lord, Abbett & Co
1490
Lord, Abbett & Co
New Jersey
-$109M -920,200 Closed
BPB
1491
Badgley, Phelps & Bell
Washington
-$11.1M -94,281 Closed
TTWM
1492
TCV Trust & Wealth Management
Virginia
-$9.81M -83,209 Closed
KWILP
1493
Kiwi Wealth Investments Limited Partnership
New Zealand
-$9.27M -78,633 Closed
IMPI
1494
Ilmarinen Mutual Pension Insurance
Finland
-$8.49M -72,000 Closed
Qube Research & Technologies (QRT)
1495
Qube Research & Technologies (QRT)
United Kingdom
-$7.57M -64,196 Closed
VSWA
1496
Vontobel Swiss Wealth Advisors
Switzerland
-$6.63M -56,194 Closed
MSA
1497
Mason Street Advisors
Wisconsin
-$6.33M -53,634 Closed
Adage Capital Partners
1498
Adage Capital Partners
Massachusetts
-$5.84M -49,514 Closed
WFMPM
1499
Woodley Farra Manion Portfolio Management
Indiana
-$5.52M -46,783 Closed
EP
1500
Edgestream Partners
New Jersey
-$4.9M -41,529 Closed

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.