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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
LA
551
Lakeside Advisors
Washington
$3.81M -$46.1K -275 -1%
BC
552
Brookfield Corp
Ontario, Canada
$3.81M -$4.53M -26,987 -56%
AWM
553
Apollon Wealth Management
South Carolina
$3.81M +$475K +2,835 +15%
BAM
554
Belpointe Asset Management
Nevada
$3.77M -$4.53K -27 -0.1%
CT
555
Coastline Trust
Rhode Island
$3.75M -$36.9K -220 -1%
JCM
556
Jacobi Capital Management
Pennsylvania
$3.72M -$50.3K -300 -1%
LIA
557
LS Investment Advisors
Michigan
$3.7M +$27K +161 +0.8%
AAM
558
Advisors Asset Management
Colorado
$3.7M +$74.4K +444 +2%
WA
559
Wambolt & Associates
Colorado
$3.66M +$140K +832 +4%
1832 Asset Management
560
1832 Asset Management
Ontario, Canada
$3.63M -$761K -4,538 -18%
BSC
561
Brown Shipley & Co
United Kingdom
$3.62M +$148K +880 +5%
ECM
562
EagleClaw Capital Management
Massachusetts
$3.61M -$67.1K -400 -2%
OIM
563
Opus Investment Management
Massachusetts
$3.58M
IIM
564
Intact Investment Management
Quebec, Canada
$3.55M -$159K -950 -5%
BAAM
565
Baker Avenue Asset Management
California
$3.52M +$743K +4,430 +29%
GS
566
GTS Securities
New York
$3.49M +$142K +846 +5%
AMG
567
Advisors Management Group
Wisconsin
$3.48M -$74.1K -442 -2%
NMERB
568
New Mexico Educational Retirement Board
New Mexico
$3.45M
CI
569
CX Institutional
Indiana
$3.45M -$5.7K -34 -0.2%
MSS
570
Mitchell Sinkler & Starr
Pennsylvania
$3.44M +$1.09M +6,499 +51%
NB
571
Norinchukin Bank
Japan
$3.44M -$1.39M -8,279 -30%
EVM
572
Evelyn V. Moreno
$3.42M -$4.76M -28,373 -60%
MMA
573
Miracle Mile Advisors
California
$3.42M +$83.5K +498 +3%
TBA
574
Tower Bridge Advisors
Pennsylvania
$3.38M -$69.6K -415 -2%
RBA
575
Richard Bernstein Advisors
New York
$3.36M +$2.18K +13 +0.1%

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.