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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
ATN
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 %
HSA
901
HBK Sorce Advisory
Pennsylvania
$958K -$824K -5,048 -46%
JDR
902
Jay D. Rosenbaum
$955K +$89.6K +549 +10%
WCA
903
Westover Capital Advisors
Delaware
$952K -$1.8K -11 -0.2%
VEA
904
Virtus ETF Advisers
New York
$949K +$949K +5,813 New
MNBTD
905
Moody National Bank Trust Division
Texas
$947K +$56.3K +345 +6%
CP
906
Capital Planning
Washington
$946K – – –
IWM
907
IHT Wealth Management
Illinois
$942K +$67.7K +415 +8%
LWP
908
LMG Wealth Partners
Louisiana
$937K +$84.8K +520 +10%
NPF
909
Norris Perne & French
Michigan
$937K +$2.45K +15 +0.3%
BFM
910
Boston Financial Management
Massachusetts
$927K +$77.7K +476 +9%
FA
911
FDx Advisors
Illinois
$921K – – –
RCAG
912
Rehmann Capital Advisory Group
Michigan
$920K -$6.36K -39 -0.7%
QCG
913
Quadrant Capital Group
Ohio
$918K +$200K +1,223 +28%
LIA
914
LS Investment Advisors
Michigan
$917K +$507K +3,110 +124%
Fisher Asset Management
915
Fisher Asset Management
Washington
$916K +$142K +871 +18%
TA
916
TCM Advisors
West Virginia
$914K -$831K – –
KA
917
Kovack Advisors
Florida
$912K +$979 +6 +0.1%
MIM
918
MTM Investment Management
South Carolina
$909K +$20.4K +125 +2%
CC
919
Chicago Capital
Illinois
$906K – – –
QI
920
Qtron Investments
Massachusetts
$906K – – –
MCM
921
Mengis Capital Management
Oregon
$905K +$8.49K +52 +0.9%
MP
922
McDonald Partners
Ohio
$903K -$133K -812 -13%
GIA
923
Gladstone Institutional Advisory
Florida
$902K +$20.6K +126 +2%
FNWM
924
Financial Network Wealth Management
Utah
$902K – – –
GAM
925
Gotham Asset Management
New York
$895K -$3.74M -22,921 -81%
35 36
37
38 39