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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
APW
1726
Aurora Private Wealth
New Jersey
-$607K -4,065 Closed
MWM
1727
Mission Wealth Management
California
-$518K -3,470 Closed
MA
1728
MCF Advisors
Kentucky
-$455K -3,046 Closed
MC
1729
Machina Capital
France
-$440K -2,949 Closed
TC
1730
Toews Corporation
New Jersey
-$403K -2,700 Closed
YMRC
1731
Yorktown Management & Research Company
Virginia
-$314K -2,100 Closed
BCM
1732
Bayesian Capital Management
New York
-$291K -1,946 Closed
KFA
1733
Kelleher Financial Advisors
New York
-$249K -1,670 Closed
CIM
1734
Chiron Investment Management
New York
-$245K -1,642 Closed
BWP
1735
BSW Wealth Partners
Colorado
-$242K -1,618 Closed
GRP
1736
Global Retirement Partners
California
-$241K -1,613 Closed
FWM
1737
FFT Wealth Management
Pennsylvania
-$216K -1,446 Closed
JFGLC
1738
Johnson Financial Group LLC (Colorado)
Colorado
-$215K -1,442 Closed
OIA
1739
OneDigital Investment Advisors
Kansas
-$201K -1,344 Closed
PCA
1740
Pallas Capital Advisors
Massachusetts
-$208K -1,304 Closed
CPC
1741
Consolidated Planning Corp
Georgia
-$175K -1,175 Closed
HFS
1742
HBC Financial Services
Washington
-$54K -1,150 Closed
NIM
1743
NuWave Investment Management
New Jersey
-$169K -1,132 Closed
LK
1744
Lumbard & Kellner
New Hampshire
-$149K -1,000 Closed
UAML
1745
US Asset Management LLC
Pennsylvania
-$143K -957 Closed
GKWIM
1746
Gerber Kawasaki Wealth & Investment Management
California
-$114K -767 Closed
APWA
1747
Atlas Private Wealth Advisors
New Jersey
-$85K -570 Closed
AS
1748
Altshuler Shaham
Israel
-$84.9K -528 Closed
CFA
1749
Cahill Financial Advisors
Minnesota
-$61K -406 Closed
LWM
1750
Liberty Wealth Management
California
-$60K -405 Closed

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.