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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
KIG
1476
Kowal Investment Group
Wisconsin
$29K +$28.7K +192 New
AAP
1477
Arax Advisory Partners
Colorado
$28K +$17.1K +114 +158%
DOA
1478
D'Orazio & Associates
Virginia
$27K +$9.43K +63 +52%
BIA
1479
Bell Investment Advisors
California
$27K +$27.5K +184 New
LF
1480
Lee Financial
Texas
$26K -$17.8K -119 -40%
CA
1481
Crewe Advisors
Utah
$25K
TFIPS
1482
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.7K -$25.4K -170 -52%
CFO
1483
CVA Family Office
Colorado
$23K -$38.2K -255 -56%
MFA
1484
McClarren Financial Advisors
Pennsylvania
$23K +$150 +1 +0.6%
DI
1485
Disciplined Investments
Oklahoma
$22K
JFA
1486
JNBA Financial Advisors
Minnesota
$22K
SWA
1487
SOA Wealth Advisors
New York
$20K +$9.88K +66 +94%
TFO
1488
Tarbox Family Office
California
$19K -$1.2K -8 -6%
AFG
1489
Albion Financial Group
Utah
$19K
CTB
1490
Country Trust Bank
Illinois
$19K
EWM
1491
Endurance Wealth Management
Rhode Island
$19K
PO
1492
Private Ocean
California
$19K +$3.89K +26 +26%
AW
1493
Avion Wealth
Texas
$18K
FWM
1494
Focused Wealth Management
New York
$15K
LWA
1495
Lowe Wealth Advisors
Maryland
$15K
PP
1496
PrairieView Partners
Minnesota
$15K
SFP
1497
Sterling Financial Planning
New Jersey
$15K
BWL
1498
Bogart Wealth LLC
Virginia
$15K +$4.49K +30 +42%
Nisa Investment Advisors
1499
Nisa Investment Advisors
Missouri
$14.2K -$269K -1,800 -2%
CG
1500
Cutler Group
California
$14K

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.