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Waste Management
WM

Overview Fund Activity

1,959 hedge funds and large institutions have $68.7B invested in Waste Management in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 674 increasing their positions, 771 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,959
Holders Change
+100
Holders Change %
+5.38%
% of All Funds
28.4%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.77%
New
216
Increased
674
Reduced
771
Closed
89
Calls
$404M
Puts
$420M
Net Calls
-$15.7M
Net Calls Change
-$190M

Top Buyers

1
BPC
Banque Pictet & Cie
Switzerland
+$382M
2
SGA
Sustainable Growth Advisers
Connecticut
+$301M
3
Capital World Investors
Capital World Investors
California
+$278M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$240M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.56B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$186M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$161M
4
ATN
AMF Tjänstepension
Sweden
-$154M
5
Swedbank
Swedbank
Sweden
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
851
Nations Financial Group
Iowa
$1.53M +$41.8K +196 +3%
FFWA
852
FRG Family Wealth Advisors
Washington
$1.53M – – –
EWM
853
Evercore Wealth Management
New York
$1.51M -$5.54K -26 -0.4%
NB
854
Northwest Bancshares
Pennsylvania
$1.51M -$116K -544 -7%
FMWA
855
Forvis Mazars Wealth Advisors
Missouri
$1.49M +$555K +2,606 +59%
VA
856
Vident Advisory
Georgia
$1.49M -$54.8K -257 -4%
MCM
857
Mengis Capital Management
Oregon
$1.48M +$263K +1,234 +22%
SFS
858
Stiles Financial Services
Minnesota
$1.47M -$8.53K -40 -0.6%
LFAS
859
Level Four Advisory Services
Texas
$1.47M – – –
JIP
860
Jaffetilchin Investment Partners
Florida
$1.47M -$27.9K -131 -2%
CV
861
Counterweight Ventures
North Carolina
$1.47M +$14.1K +66 +1%
CL
862
Choreo LLC
Illinois
$1.46M -$221K -1,036 -13%
KHCM
863
Kirtland Hills Capital Management
Ohio
$1.46M +$1.46M +6,948 New
EF
864
Empowered Funds
Pennsylvania
$1.46M +$381K +1,789 +35%
RWB
865
RMR Wealth Builders
New Jersey
$1.45M +$297K +1,395 +26%
LB
866
Legacy Bridge
Iowa
$1.45M -$4.26K -20 -0.3%
UW
867
Unique Wealth
Florida
$1.45M +$112K +525 +8%
FCAS
868
First Command Advisory Services
Texas
$1.45M +$1.11M +5,889 +333%
PI
869
PFG Investments
New York
$1.45M +$772K +3,621 +114%
CRI
870
Commonwealth Retirement Investments
Virginia
$1.45M +$8.95K +42 +0.6%
SWP
871
Strategic Wealth Partners
Ohio
$1.45M -$25.2K -118 -2%
DWT
872
Dorsey & Whitney Trust
South Dakota
$1.44M -$426 -2 -0%
USCWA
873
U.S. Capital Wealth Advisors
Texas
$1.44M +$42.8K +201 +3%
BEAM
874
Baker Ellis Asset Management
Washington
$1.43M -$21.3K -100 -1%
CCA
875
Checchi Capital Advisers
California
$1.43M -$5.33K -25 -0.4%
33 34
35
36 37