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Waste Management

1,868 hedge funds and large institutions have $59.6B invested in Waste Management in 2023 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 630 increasing their positions, 713 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 85

72% more call options, than puts

Call options by funds: $418M | Put options by funds: $243M

32% more funds holding in top 10

Funds holding in top 10: 2837 (+9)

20% more capital invested

Capital invested by funds: $49.6B → $59.6B (+$10.1B)

7% more funds holding

Funds holding: 1,7441,868 (+124)

2.69% more ownership

Funds ownership: 80.02%82.7% (+2.7%)

12% less repeat investments, than reductions

Existing positions increased: 630 | Existing positions reduced: 713

Holders
1,868
Holders Change
+124
Holders Change %
+7.11%
% of All Funds
27.23%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.54%
New
234
Increased
630
Reduced
713
Closed
85
Calls
$418M
Puts
$243M
Net Calls
+$174M
Net Calls Change
+$232M
Name Holding Trade Value Shares
Change
Change in
Stake
EMPI
426
Elo Mutual Pension Insurance
Finland
$6.33M +$220K +1,315 +4%
BRWA
427
B. Riley Wealth Advisors
Florida
$6.31M -$17.4K -104 -0.3%
VPIM
428
Vanguard Personalized Indexing Management
California
$6.29M -$117K -697 -2%
VC
429
Vestor Capital
Illinois
$6.26M -$40.1K -239 -0.7%
SW
430
SVB Wealth
Massachusetts
$6.1M -$478K -2,849 -8%
HTC
431
Haverford Trust Company
Pennsylvania
$6.09M +$38.4K +229 +0.7%
SCM
432
Schnieders Capital Management
California
$6.03M -$1.66M -9,909 -23%
LIM
433
Leavell Investment Management
Alabama
$6M +$8.05K +48 +0.1%
DIM
434
DLK Investment Management
California
$5.99M +$5.61M +33,429 New
GIBU
435
Gulf International Bank (UK)
United Kingdom
$5.99M -$616K -3,673 -10%
EWA
436
Exencial Wealth Advisors
Oklahoma
$5.96M +$47K +280 +0.8%
CGH
437
Crossmark Global Holdings
Texas
$5.93M -$90.9K -542 -2%
SCM
438
Sitrin Capital Management
California
$5.89M -$86.9K -518 -2%
AAF
439
Andra AP-fonden
Sweden
$5.89M -$168K -1,000 -3%
JAG
440
Journey Advisory Group
Kentucky
$5.89M -$19.6K -117 -0.4%
CW
441
CIC Wealth
Maryland
$5.89M -$108K -647 -2%
PWM
442
Palumbo Wealth Management
New York
$5.88M -$76.8K -458 -1%
SPIA
443
Steward Partners Investment Advisory
New York
$5.85M -$326K -1,945 -6%
GT
444
Glenmede Trust
Pennsylvania
$5.85M +$155K +927 +3%
CA
445
Cornerstone Advisors
North Carolina
$5.75M -$872K -5,200 -14%
RWM
446
RBA Wealth Management
California
$5.74M +$37.2K +222 +0.7%
TRSOTSOK
447
Teachers Retirement System of the State of Kentucky
Kentucky
$5.72M -$280K -1,671 -5%
WCM
448
Windward Capital Management
California
$5.72M +$34K +203 +0.6%
NFC
449
Northeast Financial Consultants
Connecticut
$5.71M -$4.36K -26 -0.1%
MSRPS
450
Maryland State Retirement & Pension System
Maryland
$5.67M +$99.3K +592 +2%

WM Hedge Fund Activity: Q4 2023 in Review

1,868 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2023, worth a combined $59.6B — up 20% from $49.6B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new WM positions and 85 closed out — a net gain of 149 holders — while 630 added to existing stakes and 713 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.27B. The largest seller was Capital Research Global Investors, cutting an estimated $170M.

  • 1,868 institutional investors held Waste Management (WM) as of Q4 2023, up from 1,744 in Q3 2023.
  • Funds reported $59.6B of Waste Management stock for Q4 2023, up 20% quarter-over-quarter.
  • 234 funds opened new Waste Management positions in Q4 2023 and 85 closed out, a net change of +149 holders.
  • The largest Waste Management buyer in Q4 2023 was Morgan Stanley, an estimated $1.27B added.
  • The largest Waste Management seller in Q4 2023 was Capital Research Global Investors, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2023.