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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.84B -$1.22M -7,564 -0%
BlackRock
2
BlackRock
New York
$5B +$65.4M +407,039 +1%
State Street
3
State Street
Massachusetts
$3.25B -$16M -99,408 -0.5%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$3.11B
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.46B -$146M -907,480 -9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.1B +$23.1M +143,649 +2%
Parnassus Investments
7
Parnassus Investments
California
$1.09B -$16.1M -100,259 -2%
Lazard Asset Management
8
Lazard Asset Management
New York
$1.03B -$30.8M -191,844 -3%
Ameriprise
9
Ameriprise
Minnesota
$975M +$129M +805,298 +16%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$881M -$48.9M -304,348 -5%
Morgan Stanley
11
Morgan Stanley
New York
$809M +$166M +1,034,035 +27%
Bank of America
12
Bank of America
North Carolina
$790M -$44.8M -278,396 -6%
Wells Fargo
13
Wells Fargo
California
$789M -$104M -644,489 -12%
Northern Trust
14
Northern Trust
Illinois
$744M -$11.1M -68,866 -2%
Norges Bank
15
Norges Bank
Norway
$688M +$6.28M +39,040 +1%
ClearBridge Investments
16
ClearBridge Investments
New York
$629M -$111M -687,267 -15%
PAMS
17
Pictet Asset Management (Switzerland)
Switzerland
$590M -$2.64M -16,415 -0.5%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$556M -$231M -1,439,641 -30%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$531M -$16.1M -100,069 -3%
N
20
Nuveen
North Carolina
$528M -$22.7M -140,904 -4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$520M -$17.7M -110,174 -3%
AllianceBernstein
22
AllianceBernstein
Tennessee
$506M +$25M +155,201 +5%
Legal & General Group
23
Legal & General Group
United Kingdom
$482M -$18.5M -115,320 -4%
Deutsche Bank
24
Deutsche Bank
Germany
$453M +$665K +4,135 +0.2%
Impax Asset Management Group
25
Impax Asset Management Group
United Kingdom
$436M -$3.57M -22,181 -0.8%

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.