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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
TLFA
1526
True Link Financial Advisors
California
$123K -$17.8K -111 -13%
CYG
1527
Clean Yield Group
Vermont
$121K
GWMIA
1528
Global Wealth Management Investment Advisory
Florida
$118K
TCM
1529
Tradewinds Capital Management
Washington
$117K
FCT
1530
First Community Trust
Iowa
$117K +$113K +700 New
WPA
1531
West Paces Advisors
Georgia
$116K +$27.2K +169 +32%
RF
1532
Robbins Farley
New Hampshire
$116K
EIP
1533
Ellis Investment Partners
Pennsylvania
$115K +$482 +3 +0.4%
BAM
1534
Barrett Asset Management
New York
$113K +$4.02K +25 +4%
AWM
1535
Avior Wealth Management
Nebraska
$113K +$46.8K +291 +75%
RPCONE
1536
Retirement Planning Company of New England
Rhode Island
$111K +$107K +665 New
TWA
1537
TCI Wealth Advisors
Arizona
$109K -$65.4K -407 -38%
WFS
1538
Widmann Financial Services
Maryland
$109K +$106K +659 New
BWM
1539
Baystate Wealth Management
Massachusetts
$105K +$2.09K +13 +2%
JWA
1540
JFS Wealth Advisors
Pennsylvania
$104K +$5.31K +33 +6%
GC
1541
Garde Capital
Washington
$104K +$99.9K +621 New
CCM
1542
Cribstone Capital Management
Maine
$103K
AIM
1543
Acropolis Investment Management
Missouri
$102K +$98.7K +614 New
BFC
1544
Bedel Financial Consulting
Indiana
$100K
PSB
1545
Piscataqua Savings Bank
New Hampshire
$100K +$48.2K +300 +100%
HFA
1546
HC Financial Advisors
California
$97K
SCA
1547
Stonebridge Capital Advisors
Minnesota
$93K +$1.29K +8 +1%
SQA
1548
Simon Quick Advisors
New Jersey
$92K -$35.5K -221 -29%
OA
1549
Operose Advisors
Wisconsin
$92K +$88.4K +550 New
ANBT
1550
American National Bank & Trust
Texas
$88K -$9.65K -60 -10%

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.