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Waste Management
WM

Overview Fund Activity

1,979 hedge funds and large institutions have $65.5B invested in Waste Management in 2024 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 788 increasing their positions, 708 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,979
Holders Change
-8
Holders Change %
-0.4%
% of All Funds
28.62%
Holding in Top 10
36
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28%
% of All Funds
0.52%
New
126
Increased
788
Reduced
708
Closed
106
Calls
$259M
Puts
$347M
Net Calls
-$87.9M
Net Calls Change
-$192M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$286M
2
Swedbank
Swedbank
Sweden
+$147M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$145M
4
Parnassus Investments
Parnassus Investments
California
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$103M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$623M
2
ATN
AMF Tjänstepension
Sweden
-$287M
3
APG Asset Management
APG Asset Management
Netherlands
-$167M
4
BlackRock
BlackRock
New York
-$163M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
701
Transform Wealth
Colorado
$2.64M -$49K -236 -2%
SWP
702
Stratos Wealth Partners
Ohio
$2.63M -$180K -865 -6%
BFG
703
Bleakley Financial Group
New Jersey
$2.62M -$399K -1,922 -13%
LAM
704
LECAP Asset Management
United Kingdom
$2.62M +$2.62M +12,604 New
CCWA
705
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.6M +$29.1K +140 +1%
FT
706
Fiduciary Trust
Massachusetts
$2.57M +$1.45K +7 +0.1%
JWCA
707
J.W. Cole Advisors
Florida
$2.55M +$1.11M +5,367 +77%
LGF
708
LGT Group Foundation
Liechtenstein
$2.54M +$725K +3,498 +40%
SR
709
Syntax Research
Florida
$2.51M +$2.09M +10,081 +503%
T
710
TOBAM
France
$2.51M +$502K +2,420 +25%
AF
711
Aviso Financial
Ontario, Canada
$2.51M +$160K +770 +7%
TC
712
Trium Capital
United Kingdom
$2.5M +$629K +3,029 +34%
HIC
713
Hartline Investment Corp
Illinois
$2.5M – – –
NF
714
Nikulski Financial
Iowa
$2.49M +$285K +1,375 +13%
KWM
715
Kingsview Wealth Management
Oregon
$2.49M +$144K +696 +6%
NPF
716
Norris Perne & French
Michigan
$2.49M – – –
FPB
717
First PREMIER Bank
South Dakota
$2.49M +$4.15K +20 +0.2%
CWS
718
Confluence Wealth Services
Pennsylvania
$2.48M +$539K +2,597 +28%
HI
719
Horizon Investments
North Carolina
$2.48M -$104K -500 -4%
LRPA
720
L. Roy Papp & Associates
Arizona
$2.46M – – –
SDIC
721
South Dakota Investment Council
South Dakota
$2.45M – – –
FMB
722
Field & Main Bank
Kentucky
$2.44M -$1.04K -5 -0%
LNWWM
723
Laird Norton Wetherby Wealth Management
California
$2.44M -$40.9K -197 -2%
UF
724
Univest Financial
Pennsylvania
$2.42M +$2.03M +9,796 +520%
DAM
725
Delta Asset Management
Tennessee
$2.42M -$110K -532 -4%
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