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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
JFA
1626
JNBA Financial Advisors
Minnesota
$24K
EWM
1627
Endurance Wealth Management
Rhode Island
$21K
PO
1628
Private Ocean
California
$21K
TFO
1629
Tarbox Family Office
California
$21K
GC
1630
Gould Capital
Washington
$21K +$20.1K +125 New
PP
1631
PFS Partners
New Jersey
$20K +$19.3K +120 New
CTB
1632
Country Trust Bank
Illinois
$20K -$1.77K -11 -9%
Bank Julius Baer & Co
1633
Bank Julius Baer & Co
Switzerland
$20K +$11.3K +70 +137%
M
1634
MOTCO
Texas
$19K -$19.6K -122 -51%
CSWM
1635
Cassady Schiller Wealth Management
Ohio
$19K +$17.8K +111 New
BWL
1636
Bogart Wealth LLC
Virginia
$17K
FWM
1637
Focused Wealth Management
New York
$17K
LWA
1638
Lowe Wealth Advisors
Maryland
$17K
PP
1639
PrairieView Partners
Minnesota
$17K
APC
1640
Aspire Private Capital
North Carolina
$17K +$15.9K +99 +1,980%
SGAM
1641
Smith Group Asset Management
Texas
$17K +$16.1K +100 New
CG
1642
Cutler Group
California
$16K
PG
1643
Proffitt & Goodson
Tennessee
$16K
FPWM
1644
FSB Premier Wealth Management
Iowa
$16K +$15.4K +96 New
FMP
1645
Financial Management Professionals
Texas
$14K
TIM
1646
Tortoise Investment Management
New York
$14K
WAM
1647
WFA Asset Management
Wisconsin
$13.5K +$16.1K +100 New
EWM
1648
Evermay Wealth Management
Virginia
$13K
LPWM
1649
Lake Point Wealth Management
Texas
$13K
CFN
1650
Cordasco Financial Network
Florida
$13K +$12.5K +78 New

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.