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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 %
IWA
876
IVC Wealth Advisors
Pennsylvania
$962K -$21.5K -141 -2%
UW
877
Unique Wealth
Florida
$953K – – –
BEI
878
Benjamin Edwards Inc
Missouri
$952K +$702K +4,605 +280%
VA
879
Vident Advisory
Georgia
$941K +$941K +6,174 New
WI
880
Wedgewood Investors
Pennsylvania
$938K -$83.8K -550 -8%
AWA
881
Arkadios Wealth Advisors
Georgia
$935K +$35.4K +232 +4%
MMHP
882
Murphy Middleton Hinkle & Parker
Georgia
$929K +$152 +1 +0%
CCA
883
Cobblestone Capital Advisors
New York
$927K – – –
PSB
884
Piscataqua Savings Bank
New Hampshire
$925K – – –
GL
885
Graypoint LLC
New York
$918K +$3.2K +21 +0.4%
CWS
886
Confluence Wealth Services
Pennsylvania
$916K +$1.07K +7 +0.1%
WTC
887
WhitTier Trust Company
Nevada
$915K +$4.42K +29 +0.5%
BHIA
888
Birch Hill Investment Advisors
Massachusetts
$913K -$3.05K -20 -0.3%
SAM
889
Silvercrest Asset Management
New York
$909K +$75.2K +493 +9%
MIM
890
Morningstar Investment Management
Illinois
$908K – – –
VVP
891
Venture Visionary Partners
Ohio
$907K -$15.9K -104 -2%
LMKC
892
L.M. Kohn & Company
Ohio
$907K -$48K -315 -5%
HSA
893
HBK Sorce Advisory
Pennsylvania
$907K +$7.62K +50 +0.8%
WG
894
Welch Group
Alabama
$903K – – –
JDR
895
Jay D. Rosenbaum
$901K -$19.8K -130 -2%
FFP
896
FourThought Financial Partners
Florida
$898K -$31.9K -209 -3%
QCG
897
Quadrant Capital Group
Ohio
$890K +$54.1K +355 +6%
CP
898
Capital Planning
Washington
$884K – – –
PSC
899
Portman Square Capital
United Kingdom
$884K +$884K +5,798 New
T
900
TOBAM
France
$881K +$505K +3,314 +134%
34 35
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