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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
SLG
526
Stanley-Laman Group
Pennsylvania
$4.12M -$39.2K -234 -1%
TW
527
Transform Wealth
Colorado
$4.08M -$46.8K -279 -1%
NC
528
NBW Capital
Massachusetts
$4.08M -$33.9K -202 -0.9%
MCM
529
McDonough Capital Management
Florida
$4.08M +$15.3K +91 +0.4%
SFI
530
Siemens Fonds Invest
Germany
$4.07M -$9.89K -59 -0.3%
TCM
531
Telos Capital Management
California
$4.03M +$25.8K +154 +0.7%
HCM
532
Hall Capital Management
Rhode Island
$4.02M -$94.7K -565 -2%
LSERS
533
Louisiana State Employees Retirement System
Louisiana
$3.98M -$101K -600 -3%
SCA
534
Snowden Capital Advisors
New York
$3.94M +$60.7K +362 +2%
HIM
535
Harbour Investment Management
Washington
$3.94M -$12.6K -75 -0.3%
AI
536
Atria Investments
North Carolina
$3.94M -$483K -2,880 -12%
GDP
537
Great Diamond Partners
Maine
$3.93M +$12.9K +77 +0.4%
GCGDR
538
Geo Capital Gestora de Recursos
Brazil
$3.92M +$307K +1,831 +9%
FA
539
Faithward Advisors
Pennsylvania
$3.91M -$574K -3,421 -14%
MCM
540
Mitchell Capital Management
Kansas
$3.91M -$13.1K -78 -0.4%
ISL
541
Ingalls & Snyder LLC
New York
$3.88M -$166K -990 -4%
AIM
542
Achmea Investment Management
Netherlands
$3.88M -$1.93M -11,498 -35%
PWM
543
Perigon Wealth Management
California
$3.87M +$310K +1,846 +9%
BPC
544
Banque Pictet & Cie
Switzerland
$3.87M
GAM
545
Groupama Asset Management
France
$3.86M +$3.61M +21,546 New
AMI
546
Amica Mutual Insurance
Rhode Island
$3.85M
RWM
547
Rockline Wealth Management
New York
$3.83M +$3.58M +21,365 New
ASN
548
Advisory Services Network
Georgia
$3.82M -$29.8K -178 -0.8%
PCIA
549
Prime Capital Investment Advisors
Kansas
$3.82M +$80.2K +478 +2%
RBC
550
Romano Brothers & Co
Illinois
$3.82M -$286K -1,703 -7%

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.