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 %
SC
751
Schulhoff & Co
Ohio
$1.44M -$322K -2,110 -18%
SFA
752
Sequoia Financial Advisors
Ohio
$1.44M -$84K -551 -6%
Balyasny Asset Management
753
Balyasny Asset Management
Illinois
$1.43M +$140K +919 +11%
CAM
754
Columbia Asset Management
Michigan
$1.42M – – –
CK
755
Cohen Klingenstein
New York
$1.42M – – –
GWCM
756
Godshalk Welsh Capital Management
Pennsylvania
$1.41M -$114K -750 -7%
KS
757
Karpas Strategies
Connecticut
$1.41M -$27.1K -178 -2%
NIMI
758
Natixis Investment Managers International
France
$1.4M -$43K -282 -3%
EWA
759
EP Wealth Advisors
California
$1.4M -$525K -3,445 -27%
FTDI
760
First Trust Direct Indexing
Massachusetts
$1.4M +$140K +919 +11%
NFG
761
Northeast Financial Group
Pennsylvania
$1.4M +$57K +374 +4%
VFA
762
Valeo Financial Advisors
Indiana
$1.39M -$35.5K -233 -2%
SR
763
Syntax Research
Florida
$1.39M +$1.39M +9,140 New
AG
764
Ascent Group
Virginia
$1.39M -$1.76M -10,345 -56%
UH
765
Unigestion Holding
Switzerland
$1.39M -$120K -787 -8%
PWM
766
Peterson Wealth Management
Nevada
$1.38M -$52K -341 -4%
CRWM
767
Castle Rock Wealth Management
California
$1.38M +$517K +3,344 +60%
GVAG
768
Great Valley Advisor Group
Delaware
$1.38M +$610 +4 +0%
PAG
769
Powers Advisory Group
Illinois
$1.37M -$28.8K -189 -2%
CCM
770
Coldstream Capital Management
Washington
$1.37M +$274K +1,796 +25%
AWM
771
Aries Wealth Management
Maine
$1.36M +$67.9K +425 +5%
CFG
772
Citizens Financial Group
Rhode Island
$1.36M -$226K -1,480 -14%
SVWAG
773
Sound View Wealth Advisors Group
Georgia
$1.36M +$38.1K +250 +3%
IFWM
774
Institute for Wealth Management
Colorado
$1.35M -$13.4K -88 -1%
LGF
775
LGT Group Foundation
Liechtenstein
$1.35M +$165K +1,088 +14%
29 30
31
32 33