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Waste Management

1,695 hedge funds and large institutions have $52.3B invested in Waste Management in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 594 increasing their positions, 569 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 69

32% more call options, than puts

Call options by funds: $687M | Put options by funds: $521M

12% more capital invested

Capital invested by funds: $46.7B → $52.3B (+$5.52B)

10% more funds holding

Funds holding: 1,5441,695 (+151)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

4% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 569

0.81% more ownership

Funds ownership: 74.94%75.75% (+0.81%)

Holders
1,695
Holders Change
+151
Holders Change %
+9.78%
% of All Funds
26.08%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.46%
New
244
Increased
594
Reduced
569
Closed
69
Calls
$687M
Puts
$521M
Net Calls
+$165M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1501
Harbor Investment Advisory
Maryland
$151K +$9.97K +62 +7%
NF
1502
Norwood Financial
Pennsylvania
$150K +$145K +900 New
PA
1503
PSI Advisors
Florida
$147K
CFA
1504
Carroll Financial Associates
North Carolina
$147K +$1.29K +8 +0.9%
CMBA
1505
C.M. Bidwell & Associates
Hawaii
$146K
FFA
1506
Freedman Financial Associates
Massachusetts
$141K
IUHSA
1507
Itau Unibanco Holding S.A.
Brazil
$141K +$5.95K +37 +5%
AFG
1508
Albion Financial Group
Utah
$141K +$116K +721 +572%
EWA
1509
EverSource Wealth Advisors
Alabama
$139K +$133K +827 New
CCA
1510
Column Capital Advisors
Indiana
$138K
EIM
1511
Essex Investment Management
Massachusetts
$138K
WWMSC
1512
Wagner Wealth Management (South Carolina)
South Carolina
$138K +$161 +1 +0.1%
Twin Tree Management
1513
Twin Tree Management
Texas
$138K +$132K +824 New
Manulife (Manufacturers Life Insurance)
1514
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$137K -$15.6M -96,842 -11%
AF
1515
Allworth Financial
California
$135K -$44.4K -276 -25%
WAS
1516
Winch Advisory Services
Wisconsin
$135K
HBT
1517
Hills Bank & Trust
Iowa
$134K
PFGIA
1518
Patriot Financial Group Insurance Agency
Massachusetts
$131K -$119K -738 -48%
VNA
1519
Valley National Advisers
Pennsylvania
$130K -$2.09K -13 -2%
FFC
1520
First Financial Corp
Indiana
$130K
LCM
1521
Logan Capital Management
Pennsylvania
$126K +$7.08K +44 +6%
LWA
1522
Lenox Wealth Advisors
New York
$125K +$965 +6 +0.8%
AIP
1523
Ahrens Investment Partners
Louisiana
$125K +$121K +750 New
SC
1524
Schubert & Co
Texas
$125K +$121K +750 New
BWM
1525
BerganKDV Wealth Management
Minnesota
$124K +$12.9K +80 +12%

WM Hedge Fund Activity: Q4 2021 in Review

1,695 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2021, worth a combined $52.3B — up 12% from $46.7B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new WM positions and 69 closed out — a net gain of 175 holders — while 594 added to existing stakes and 569 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $318M. The largest seller was Wellington Management Group, cutting an estimated $231M.

  • 1,695 institutional investors held Waste Management (WM) as of Q4 2021, up from 1,544 in Q3 2021.
  • Funds reported $52.3B of Waste Management stock for Q4 2021, up 12% quarter-over-quarter.
  • 244 funds opened new Waste Management positions in Q4 2021 and 69 closed out, a net change of +175 holders.
  • The largest Waste Management buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $318M added.
  • The largest Waste Management seller in Q4 2021 was Wellington Management Group, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2021.