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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
FCBT
501
First Citizens Bank & Trust
North Carolina
$4.52M -$200K -1,193 -5%
FNBOMD
502
First National Bank of Mount Dora
Florida
$4.49M +$139K +831 +3%
MWM
503
Marietta Wealth Management
Georgia
$4.48M +$34.7K +207 +0.8%
BCV
504
Banque Cantonale Vaudoise
Switzerland
$4.48M -$1.44M -8,559 -26%
RDWM
505
Red Door Wealth Management
Tennessee
$4.45M +$286K +1,705 +7%
RFM
506
Royal Fund Management
Florida
$4.45M +$5.03K +30 +0.1%
CA
507
Cetera Advisors
Colorado
$4.45M +$68.1K +406 +2%
SAM
508
Strategy Asset Managers
California
$4.43M +$1.16M +6,940 +39%
HIMCH
509
Hartford Investment Management Co (HIMCO)
Connecticut
$4.43M -$711K -4,241 -15%
BFEC
510
Benjamin F. Edwards & Company
Missouri
$4.41M +$473K +2,819 +13%
NAM
511
NTV Asset Management
West Virginia
$4.41M -$335 -2 -0%
MWM
512
Moran Wealth Management
Florida
$4.37M -$297K -1,769 -7%
CTC
513
Central Trust Company
Missouri
$4.34M +$286K +1,704 +8%
OMC
514
Old Mission Capital
Illinois
$4.34M +$4.07M +24,246 New
PMIA
515
Patrick Mauro Investment Advisor
Illinois
$4.34M -$98.1K -585 -2%
Kovitz Investment Group Partners
516
Kovitz Investment Group Partners
Illinois
$4.31M +$10.4K +62 +0.3%
WC
517
Westhampton Capital
North Carolina
$4.31M -$109K -650 -3%
SPC
518
Sigma Planning Corp
Michigan
$4.3M -$4.11M -24,539 -51%
MCC
519
Money Concepts Capital
Florida
$4.27M -$52.1K -311 -1%
AI
520
Atom Investors
Texas
$4.26M +$918K +5,477 +30%
Connor, Clark & Lunn Investment Management (CC&L)
521
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.23M +$1.79M +10,688 +83%
GRP
522
Global Retirement Partners
California
$4.2M -$152K -908 -4%
CIM
523
Chapman Investment Management
California
$4.19M +$3.52K +21 +0.1%
SAM
524
Securian Asset Management
Minnesota
$4.15M -$546K -3,257 -12%
AA
525
ALPS Advisors
Colorado
$4.12M +$49.6K +296 +1%

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.