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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
SWIG
451
Strategic Wealth Investment Group
Kentucky
$5.67M +$287K +1,709 +6%
BF
452
BOK Financial
Oklahoma
$5.65M -$49.6K -296 -0.9%
KOCAA
453
Knights of Columbus Asset Advisors
Connecticut
$5.64M +$918K +5,472 +21%
MCM
454
McKinley Capital Management
Alaska
$5.62M +$3.1M +18,508 +144%
UB
455
UMB Bank
Missouri
$5.62M -$80.3K -479 -2%
BFG
456
Beacon Financial Group
Texas
$5.58M -$126K -753 -2%
AIM
457
Anchor Investment Management
South Carolina
$5.58M -$28.8K -172 -0.5%
Rafferty Asset Management
458
Rafferty Asset Management
New York
$5.51M +$240K +1,431 +5%
LCM
459
LVM Capital Management
Michigan
$5.48M -$38.6K -230 -0.7%
DC
460
Davenport & Co
Virginia
$5.47M +$310K +1,851 +6%
Man Group
461
Man Group
United Kingdom
$5.45M +$5.11M +30,454 New
JFG
462
Jefferies Financial Group
New York
$5.45M +$1.21M +7,239 +31%
MP
463
Munro Partners
Australia
$5.45M -$19.1M -114,071 -79%
TLP
464
Trinity Legacy Partners
Texas
$5.41M -$71.4K -426 -1%
EA
465
Ellsworth Advisors
Ohio
$5.32M +$35K +209 +0.7%
NWM
466
Nicola Wealth Management
British Columbia, Canada
$5.28M
QCM
467
Quantinno Capital Management
New York
$5.27M +$451K +2,690 +10%
TC
468
TownSquare Capital
Utah
$5.26M -$1.55M -9,262 -24%
KRS
469
Kentucky Retirement Systems
Kentucky
$5.25M +$56.2K +335 +1%
CG
470
CFO4Life Group
Texas
$5.24M -$27.7K -165 -0.6%
OPERF
471
Oregon Public Employees Retirement Fund
Oregon
$5.12M +$16.8K +100 +0.4%
OIAM
472
OFI Invest Asset Management
France
$5.09M +$1.26M +7,499 +35%
OQS
473
Occudo Quantitative Strategies
Florida
$5.09M +$1.92M +11,467 +68%
TCOV
474
Trust Company of Vermont
Vermont
$5.06M +$194K +1,157 +4%
CIC
475
Chilton Investment Company
Connecticut
$5.06M -$278K -1,655 -6%

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.