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Waste Management

1,489 hedge funds and large institutions have $40.9B invested in Waste Management in 2021 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 562 increasing their positions, 542 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

45% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 96

40% more call options, than puts

Call options by funds: $376M | Put options by funds: $268M

10% more capital invested

Capital invested by funds: $37.3B → $40.9B (+$3.6B)

2% more funds holding

Funds holding: 1,4561,489 (+33)

1.16% more ownership

Funds ownership: 74.38%75.54% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 542

Holders
1,489
Holders Change
+33
Holders Change %
+2.27%
% of All Funds
26.15%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
139
Increased
562
Reduced
542
Closed
96
Calls
$376M
Puts
$268M
Net Calls
+$108M
Net Calls Change
+$97.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1551
HM Capital Management
Missouri
-$204K -1,728 Closed
IWA
1552
Inspirion Wealth Advisors
Illinois
-$200K -1,694 Closed
MIM
1553
Merrion Investment Management
New Jersey
-$177K -1,500 Closed
NIM
1554
NuWave Investment Management
New Jersey
-$174K -1,475 Closed
HIIFS
1555
Harel Insurance Investments & Financial Services
Israel
-$438K -1,155 Closed
RPWA
1556
Regent Peak Wealth Advisors
Georgia
-$117K -988 Closed
FC
1557
FORA Capital
Florida
-$102K -866 Closed
BSSFA
1558
Baron Silver Stevens Financial Advisors
Florida
-$94K -800 Closed
VCG
1559
Vantage Consulting Group
Virginia
-$92K -777 Closed
TIAM2
1560
Tru Independence Asset Management 2
Oregon
-$85K -721 Closed
D
1561
Diversified
Delaware
-$74K -650 Closed
QT
1562
Quantbot Technologies
New York
-$63K -540 Closed
IA
1563
Inspire Advisors
Idaho
-$61K -514 Closed
CYG
1564
Clean Yield Group
Vermont
-$54K -457 Closed
ICP
1565
Interchange Capital Partners
Pennsylvania
-$53K -457 Closed
CAAS
1566
Capital Asset Advisory Services
Michigan
-$47K -400 Closed
PWM
1567
Perigon Wealth Management
California
-$45K -382 Closed
GWM
1568
Greenhouse Wealth Management
Connecticut
-$36K -305 Closed
HFM
1569
Harvest Fund Management
China
-$31K -271 Closed
OIM
1570
Oder Investment Management
California
-$28K -239 Closed
RWA
1571
Ropes Wealth Advisors
Massachusetts
-$27K -226 Closed
CCA
1572
Childress Capital Advisors
Texas
-$26K -221 Closed
AWG
1573
Altus Wealth Group
Colorado
-$24K -200 Closed
SFG
1574
Sowa Financial Group
Rhode Island
-$23K -192 Closed
TI
1575
tru Independence
Oregon
-$14 -123 Closed

WM Hedge Fund Activity: Q1 2021 in Review

1,489 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2021, worth a combined $40.9B — up 9.7% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WM positions and 96 closed out — a net gain of 43 holders — while 562 added to existing stakes and 542 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $626M. The largest seller was Jackson Square Partners, cutting an estimated $248M.

  • 1,489 institutional investors held Waste Management (WM) as of Q1 2021, up from 1,456 in Q4 2020.
  • Funds reported $40.9B of Waste Management stock for Q1 2021, up 9.7% quarter-over-quarter.
  • 139 funds opened new Waste Management positions in Q1 2021 and 96 closed out, a net change of +43 holders.
  • The largest Waste Management buyer in Q1 2021 was Wellington Management Group, an estimated $626M added.
  • The largest Waste Management seller in Q1 2021 was Jackson Square Partners, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2021.