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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
PG
1501
Proffitt & Goodson
Tennessee
$14K
FMP
1502
Financial Management Professionals
Texas
$13K
Capstone Investment Advisors
1503
Capstone Investment Advisors
New York
$12K -$173K -1,158 -94%
EWM
1504
Evermay Wealth Management
Virginia
$12K -$29.9K -200 -71%
BMD
1505
Better Money Decisions
New Mexico
$12K
LPWM
1506
Lake Point Wealth Management
Texas
$12K
TIM
1507
Tortoise Investment Management
New York
$12K
KIG
1508
Kessler Investment Group
Indiana
$11K
ACA
1509
Atlas Capital Advisors
Wyoming
$8.21K
Bank Julius Baer & Co
1510
Bank Julius Baer & Co
Switzerland
$8K -$70.3K -470 -90%
CDIA
1511
Capital Directions Investment Advisors
Georgia
$8K
EWA
1512
Evolution Wealth Advisors
Florida
$8K
SOW
1513
State of Wyoming
Wyoming
$7K -$88K -588 -93%
RIM
1514
Rockbridge Investment Management
New York
$7K -$7.78K -52 -53%
COCM
1515
Charter Oak Capital Management
New Hampshire
$7K
IHWM
1516
Iron Horse Wealth Management
Iowa
$7K
PFSC
1517
Peoples Financial Services Corp
Pennsylvania
$7K
PCFFS
1518
Pacific Center for Financial Services
California
$7K +$150 +1 +2%
LWP
1519
Laurel Wealth Planning
Minnesota
$7K +$7.48K +50 New
BAM
1520
Baldrige Asset Management
Pennsylvania
$6K -$6.14K -41 -50%
JGIA
1521
Jackson Grant Investment Advisers
Connecticut
$6K
LB
1522
Legacy Bridge
Iowa
$6K +$5.99K +40 New
LWANC
1523
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K -$29.9K -200 -87%
JPLA
1524
Joseph P. Lucia & Associates
New York
$5K
TCWA
1525
Ten Capital Wealth Advisors
Washington
$5K

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.