WM icon

Waste Management
WM

Overview Fund Activity

1,734 hedge funds and large institutions have $49.4B invested in Waste Management in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 663 increasing their positions, 668 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
-27
Holders Change %
-1.53%
% of All Funds
27.65%
Holding in Top 10
27
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-41.3%
% of All Funds
0.43%
New
104
Increased
663
Reduced
668
Closed
114
Calls
$325M
Puts
$383M
Net Calls
-$57.8M
Net Calls Change
-$243M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$169M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$120M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$90M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$77.4M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$77M

Top Sellers

1
BlackRock
BlackRock
New York
-$142M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$122M
3
Lazard Asset Management
Lazard Asset Management
New York
-$107M
4
Two Sigma Investments
Two Sigma Investments
New York
-$74.4M
5
Bank of America
Bank of America
North Carolina
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIP
626
Stoneridge Investment Partners
Pennsylvania
$2.17M +$2.17M +14,213 New
MCP
627
Mirador Capital Partners
California
$2.16M +$38K +249 +2%
CFB
628
Cullen/Frost Bankers
Texas
$2.14M -$418K -2,741 -16%
DL
629
DOHJ LLC
Washington
$2.13M +$33.9K +224 +2%
RWA
630
River Wealth Advisors
Pennsylvania
$2.12M +$103K +678 +5%
CSPIA
631
Cary Street Partners Investment Advisory
Virginia
$2.11M +$308K +2,021 +17%
ECM
632
ExodusPoint Capital Management
New York
$2.11M +$2.11M +13,844 New
FLI
633
Family Legacy Inc
South Carolina
$2.1M +$26.2K +172 +1%
PWA
634
Providence Wealth Advisors
Illinois
$2.1M +$697K +4,629 +50%
GH
635
GAM Holding
Switzerland
$2.1M +$457 +3 +0%
BTWM
636
Baker Tilly Wealth Management
Wisconsin
$2.1M -$1.4M -9,210 -40%
TFA
637
Toth Financial Advisory
Virginia
$2.1M -$36.7K -241 -2%
NGA
638
Naples Global Advisors
Florida
$2.09M +$147K +963 +8%
TIMH
639
Tilt Investment Management Holdings
New York
$2.08M – – –
SIG
640
Stonegate Investment Group
Alabama
$2.08M -$107K -705 -5%
DTL
641
Dynamic Technology Lab
Singapore
$2.07M +$905K +5,942 +78%
KTM
642
Keeler Thomas Management
Utah
$2.07M -$68.3K -460 -3%
CAM
643
Covenant Asset Management
New Jersey
$2.06M +$7.62K +50 +0.4%
SWP
644
Stratos Wealth Partners
Ohio
$2.06M -$47.1K -309 -2%
SIS
645
Strategic Investment Solutions
Illinois
$2.06M +$2.03M +12,560 +6,978%
WT
646
Whittier Trust
California
$2.05M +$186K +1,219 +10%
DAM
647
Delta Asset Management
Tennessee
$2.05M +$22.3K +146 +1%
HWAM
648
Hennion & Walsh Asset Management
New Jersey
$2.05M +$311K +2,038 +18%
BFM
649
Boothbay Fund Management
New York
$2.04M -$11.2M -73,765 -85%
EF
650
Empirical Finance
Pennsylvania
$2M +$175K +1,150 +10%
24 25
26
27 28