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Waste Management
WM

Overview Fund Activity

1,665 hedge funds and large institutions have $47.2B invested in Waste Management in 2022 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 631 increasing their positions, 612 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,665
Holders Change
+13
Holders Change %
+0.79%
% of All Funds
28.15%
Holding in Top 10
46
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+48.39%
% of All Funds
0.78%
New
118
Increased
631
Reduced
612
Closed
81
Calls
$215M
Puts
$184M
Net Calls
+$31M
Net Calls Change
-$68.2M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$219M
2
Morgan Stanley
Morgan Stanley
New York
+$217M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$100M
4
Amundi
Amundi
France
+$76.3M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$53.4M

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
-$256M
2
Lazard Asset Management
Lazard Asset Management
New York
-$148M
3
CS
Candriam SCA
Luxembourg
-$63.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$49.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
801
BOK Financial Private Wealth
Colorado
$1.11M -$359K -2,344 -24%
WEPOG
802
Wealth Enhancement & Preservation of GA
Georgia
$1.1M -$249K -1,622 -18%
CFCI
803
Comprehensive Financial Consultants Institutional
Indiana
$1.1M -$3.47K -23 -0.3%
VFA
804
Valeo Financial Advisors
Indiana
$1.1M -$70.4K -460 -6%
TC
805
Titleist Capital
Texas
$1.09M -$4.29K -28 -0.4%
MGIA
806
Moneta Group Investment Advisors
Missouri
$1.09M +$211K +1,377 +24%
FF
807
FourThought Financial
Florida
$1.09M -$44.5K -291 -4%
TC
808
TwinBeech Capital
New York
$1.09M +$1.09M +7,094 New
BB
809
Busey Bank
Illinois
$1.07M -$24.5K -160 -2%
IA
810
IFG Advisory
Georgia
$1.07M +$89.6K +586 +9%
AWM
811
Aries Wealth Management
Maine
$1.06M +$1.06M +6,953 New
WI
812
Wedgewood Investors
Pennsylvania
$1.06M – – –
TWP
813
Tempus Wealth Planning
California
$1.05M – – –
SFS
814
Stiles Financial Services
Minnesota
$1.05M -$28.3K -185 -3%
ZB
815
Zions Bancorporation
Utah
$1.05M -$66.1K -432 -6%
EWM
816
Evercore Wealth Management
New York
$1.04M – – –
S
817
SignatureFD
Georgia
$1.04M +$97.1K +635 +10%
NERM
818
New England Research & Management
Illinois
$1.04M -$2.05M -13,392 -66%
DWT
819
Dorsey & Whitney Trust
South Dakota
$1.03M +$33.5K +219 +3%
AAS
820
Ameritas Advisory Services
Nebraska
$1.03M +$23.4K +153 +2%
FFMBT
821
First Farmers & Merchants Bank Trust
Tennessee
$1.03M – – –
RSWM
822
Robertson Stephens Wealth Management
California
$1.02M -$218K -1,423 -18%
WJWM
823
Williams Jones Wealth Management
New York
$1.02M +$497K +3,251 +95%
EI
824
Ethic Inc
New York
$1.02M -$18.3K -120 -2%
LC
825
Lavaca Capital
Texas
$1.01M +$1.01M +6,629 New
31 32
33
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