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Waste Management
WM

Overview Fund Activity

1,724 hedge funds and large institutions have $53.5B invested in Waste Management in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 631 increasing their positions, 669 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
27.59%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.58%
New
130
Increased
631
Reduced
669
Closed
102
Calls
$621M
Puts
$404M
Net Calls
+$217M
Net Calls Change
+$177M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$148M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$127M
3
Citadel Advisors
Citadel Advisors
Florida
+$105M
4
Millennium Management
Millennium Management
New York
+$105M
5
AT
AMF Tjänstepension
Sweden
+$102M

Top Sellers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$137M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$109M
3
State Street
State Street
Massachusetts
-$89.1M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$78.9M
5
Morgan Stanley
Morgan Stanley
New York
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
801
Chicago Partners Investment Group
Illinois
$1.32M +$166 +1 +0%
LNC
802
Lincoln National Corp
Pennsylvania
$1.32M -$123K -756 -9%
AWM
803
Aries Wealth Management
Maine
$1.32M +$70.2K +430 +6%
LFAS
804
Level Four Advisory Services
Texas
$1.31M +$187K +1,148 +17%
UCMOK
805
United Capital Management of KS
Kansas
$1.3M -$24K -147 -2%
PPWM
806
Paragon Private Wealth Management
Kentucky
$1.3M -$15K -92 -1%
LC
807
Lavaca Capital
Texas
$1.29M +$5.87K +36 +0.5%
S
808
SignatureFD
Georgia
$1.29M +$159K +973 +14%
CIA
809
Capital Investment Advisors
Georgia
$1.29M -$55.8K -342 -4%
PCM
810
Parsons Capital Management
Rhode Island
$1.29M +$895K +5,485 +226%
IW
811
Imprint Wealth
South Carolina
$1.29M +$1.29M +7,904 New
CFCI
812
Comprehensive Financial Consultants Institutional
Indiana
$1.28M +$48K +294 +4%
MCI
813
MRP Capital Investments
Georgia
$1.27M -$278K -1,706 -18%
FFWA
814
FRG Family Wealth Advisors
Washington
$1.26M -$53K -325 -4%
Fayez Sarofim & Co
815
Fayez Sarofim & Co
Texas
$1.25M – – –
PTC
816
Private Trust Company
Ohio
$1.25M +$25.5K +156 +2%
Connor, Clark & Lunn Investment Management (CC&L)
817
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.24M -$17.1M -104,974 -93%
Lido Advisors
818
Lido Advisors
California
$1.23M +$289K +1,770 +31%
ZB
819
Zions Bancorporation
Utah
$1.23M +$98.1K +601 +9%
DI
820
DFPG Investments
Utah
$1.22M +$779K +4,772 +175%
MAM
821
Mystic Asset Management
Rhode Island
$1.22M – – –
PP
822
Pegasus Partners
Wisconsin
$1.22M +$9.79K +60 +0.8%
RSWM
823
Robertson Stephens Wealth Management
California
$1.21M +$140K +857 +13%
BONST
824
Bank of Nova Scotia Trust
Ontario, Canada
$1.2M -$40.3K -247 -3%
NB
825
Northwest Bancshares
Pennsylvania
$1.2M -$5.39K -33 -0.4%
31 32
33
34 35