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Waste Management
WM

Overview Fund Activity

1,734 hedge funds and large institutions have $49.4B invested in Waste Management in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 663 increasing their positions, 668 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
-27
Holders Change %
-1.53%
% of All Funds
27.65%
Holding in Top 10
27
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-41.3%
% of All Funds
0.43%
New
104
Increased
663
Reduced
668
Closed
114
Calls
$325M
Puts
$383M
Net Calls
-$57.8M
Net Calls Change
-$243M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$169M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$120M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$90M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$77.4M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$77M

Top Sellers

1
BlackRock
BlackRock
New York
-$142M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$122M
3
Lazard Asset Management
Lazard Asset Management
New York
-$107M
4
Two Sigma Investments
Two Sigma Investments
New York
-$74.4M
5
Bank of America
Bank of America
North Carolina
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
426
Leavell Investment Management
Alabama
$5.1M -$171K -1,124 -3%
PWM
427
Palumbo Wealth Management
New York
$5.08M +$3.42M +22,454 +207%
AIM
428
Achmea Investment Management
Netherlands
$5.05M -$676K -4,432 -12%
AWA
429
Aaron Wealth Advisors
Illinois
$5.04M -$13.1K -86 -0.3%
JAG
430
Journey Advisory Group
Kentucky
$5.03M +$142K +932 +3%
EWA
431
Exencial Wealth Advisors
Oklahoma
$5.03M -$470K -3,081 -9%
BFG
432
Beacon Financial Group
Texas
$5.01M -$55K -351 -1%
NFC
433
Northeast Financial Consultants
Connecticut
$4.87M – – –
UB
434
UMB Bank
Missouri
$4.85M -$521K -3,418 -10%
RWM
435
RBA Wealth Management
California
$4.85M +$45.7K +300 +1%
GT
436
Glenmede Trust
Pennsylvania
$4.83M +$236K +1,549 +5%
WCM
437
Windward Capital Management
California
$4.83M -$12.5K -82 -0.3%
AIM
438
Anchor Investment Management
South Carolina
$4.77M -$71.3K -468 -1%
MSRPS
439
Maryland State Retirement & Pension System
Maryland
$4.74M – – –
SCP
440
Sandhill Capital Partners
New York
$4.71M +$50.8K +333 +1%
LCM
441
LVM Capital Management
Michigan
$4.7M -$33.5K -220 -0.7%
TLP
442
Trinity Legacy Partners
Texas
$4.67M -$323K -2,119 -6%
EA
443
Ellsworth Advisors
Ohio
$4.64M +$31.3K +199 +0.7%
BFS
444
Bradley Foster & Sargent
Connecticut
$4.61M – – –
SWIG
445
Strategic Wealth Investment Group
Kentucky
$4.57M +$252K +1,650 +6%
CIC
446
Chilton Investment Company
Connecticut
$4.56M +$565K +3,708 +14%
GEA
447
Glen Eagle Advisors
New Jersey
$4.51M +$75.3K +494 +2%
NWM
448
Nicola Wealth Management
British Columbia, Canada
$4.5M -$305K -2,000 -6%
CG
449
CFO4Life Group
Texas
$4.49M -$16.9K -111 -0.4%
Rafferty Asset Management
450
Rafferty Asset Management
New York
$4.47M +$387K +2,540 +9%
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