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Waste Management

1,521 hedge funds and large institutions have $44.1B invested in Waste Management in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 577 increasing their positions, 546 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 78

36% more call options, than puts

Call options by funds: $347M | Put options by funds: $256M

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

8% more capital invested

Capital invested by funds: $40.9B → $44.1B (+$3.24B)

2% more funds holding

Funds holding: 1,4891,521 (+32)

6% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 546

0.32% less ownership

Funds ownership: 75.54%75.22% (-0.32%)

Holders
1,521
Holders Change
+32
Holders Change %
+2.15%
% of All Funds
26.48%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
122
Increased
577
Reduced
546
Closed
78
Calls
$347M
Puts
$256M
Net Calls
+$91M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1476
Resolute Advisors
California
$12K
FMP
1477
Financial Management Professionals
Texas
$12K +$6.5K +47 +124%
AIC
1478
Archer Investment Corporation
Indiana
$11.6K
BMD
1479
Better Money Decisions
New Mexico
$11K
TIM
1480
Tortoise Investment Management
New York
$11K
LPWM
1481
Lake Point Wealth Management
Texas
$11K +$10.6K +77 New
BAM
1482
Baldrige Asset Management
Pennsylvania
$11K +$11.3K +82 New
BWL
1483
Bogart Wealth LLC
Virginia
$10K
KIG
1484
Kessler Investment Group
Indiana
$10K
AAP
1485
Arax Advisory Partners
Colorado
$10K +$9.95K +72 New
SWA
1486
SOA Wealth Advisors
New York
$9K +$276 +2 +3%
PWM
1487
Prentice Wealth Management
New York
$8K
SWG
1488
Summit Wealth Group
Vermont
$8K
ACA
1489
Atlas Capital Advisors
Wyoming
$7.71K +$691 +5 +10%
EWA
1490
Evolution Wealth Advisors
Florida
$7K -$8.57K -62 -54%
COCM
1491
Charter Oak Capital Management
New Hampshire
$7K
IHWM
1492
Iron Horse Wealth Management
Iowa
$7K
JWA
1493
JFS Wealth Advisors
Pennsylvania
$7K
SIS
1494
Sound Income Strategies
Florida
$7K
PCFFS
1495
Pacific Center for Financial Services
California
$7K +$691 +5 +12%
CDIA
1496
Capital Directions Investment Advisors
Georgia
$7K +$7.33K +53 New
PFSC
1497
Peoples Financial Services Corp
Pennsylvania
$6K
UFF
1498
USA Financial Formulas
Michigan
$5K -$276 -2 -5%
JGIA
1499
Jackson Grant Investment Advisers
Connecticut
$5K
TCWA
1500
Ten Capital Wealth Advisors
Washington
$5K +$4.98K +36 New

WM Hedge Fund Activity: Q2 2021 in Review

1,521 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2021, worth a combined $44.1B — up 7.9% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new WM positions and 78 closed out — a net gain of 44 holders — while 577 added to existing stakes and 546 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $100M. The largest seller was BlackRock, cutting an estimated $175M.

  • 1,521 institutional investors held Waste Management (WM) as of Q2 2021, up from 1,489 in Q1 2021.
  • Funds reported $44.1B of Waste Management stock for Q2 2021, up 7.9% quarter-over-quarter.
  • 122 funds opened new Waste Management positions in Q2 2021 and 78 closed out, a net change of +44 holders.
  • The largest Waste Management buyer in Q2 2021 was Wellington Management Group, an estimated $100M added.
  • The largest Waste Management seller in Q2 2021 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2021.