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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
NR
1601
Newfound Research
Massachusetts
-$76K -539 Closed
SL
1602
Savior LLC
Massachusetts
-$55K -391 Closed
KFP
1603
KB Financial Partners
New Jersey
-$28K -202 Closed
PSIWM
1604
Paradigm Strategies in Wealth Management
Minnesota
-$28K -200 Closed
MS
1605
Mizuho Securities
Japan
-$25K -181 Closed
PGWM
1606
Parisi Gray Wealth Management
New Jersey
-$25K -180 Closed
Acadian Asset Management
1607
Acadian Asset Management
Massachusetts
-$16K -111 Closed
M1FG
1608
Mach-1 Financial Group
Arkansas
-$14K -101 Closed
SGAM
1609
Smith Group Asset Management
Texas
-$14K -100 Closed
AIC
1610
Archer Investment Corporation
Indiana
-$11.6K -83 Closed
PWM
1611
Prentice Wealth Management
New York
-$8K -60 Closed
SWG
1612
Summit Wealth Group
Vermont
-$8K -55 Closed
APP
1613
Alpha Paradigm Partners
Illinois
-$4K -29 Closed
SFO
1614
Standard Family Office
South Dakota
-$4K -28 Closed
PA
1615
Perennial Advisors
New York
-$4K -26 Closed
PWP
1616
Personal Wealth Partners
Minnesota
-$1K -7 Closed
TFA
1617
Transamerica Financial Advisors
Florida
-$1K -5 Closed
PI
1618
PEAK6 Investments
Illinois
-$599 -4 Closed
JWM
1619
Janiczek Wealth Management
Colorado
+$449 +3 New

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.