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Waste Management
WM

Overview Fund Activity

1,761 hedge funds and large institutions have $56.2B invested in Waste Management in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 633 increasing their positions, 700 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+37
Holders Change %
+2.15%
% of All Funds
27.77%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.73%
New
122
Increased
633
Reduced
700
Closed
76
Calls
$451M
Puts
$266M
Net Calls
+$185M
Net Calls Change
-$31.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$388M
2
ATN
AMF Tjänstepension
Sweden
+$101M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$82M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$78.3M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$71.9M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$333M
2
Bank of America
Bank of America
North Carolina
-$251M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$176M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$164M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEPOG
951
Wealth Enhancement & Preservation of GA
Georgia
$817K +$58.6K +338 +8%
HNWAG
952
High Net Worth Advisory Group
Florida
$813K -$2.78K -16 -0.3%
CAMG
953
CWA Asset Management Group
Florida
$811K +$21.5K +124 +3%
FNWM
954
Financial Network Wealth Management
Utah
$810K -$89.5K -550 -10%
WAM
955
Werlinich Asset Management
Connecticut
$810K +$52K +300 +7%
WA
956
WealthTrust Axiom
Pennsylvania
$808K – – –
SFB
957
STAR Financial Bank
Indiana
$804K -$3.99K -23 -0.5%
NED
958
Nancy E. Dempze
$802K – – –
AA
959
Advisory Alpha
Michigan
$801K +$134K +771 +20%
HF
960
HRT Financial
New York
$799K -$14.7M -84,949 -95%
ICM
961
IMS Capital Management
Oregon
$798K +$520 +3 +0.1%
SOS
962
Silver Oak Securities
Tennessee
$790K +$122K +706 +18%
QT
963
Quantbot Technologies
New York
$790K +$790K +4,554 New
JWCA
964
J.W. Coons Advisors
Ohio
$789K – – –
SMH
965
Sanders Morris Harris
Texas
$788K – – –
CCB
966
Country Club Bank
Missouri
$785K +$67.8K +400 +9%
CMI
967
Clare Market Investments
Texas
$785K +$18.6K +107 +2%
KWA
968
Kingswood Wealth Advisors
California
$783K +$783K +4,515 New
FMWA
969
Forvis Mazars Wealth Advisors
Missouri
$781K +$112K +648 +17%
MBT
970
Montecito Bank & Trust
California
$780K -$54.8K -316 -7%
NPF
971
Norris Perne & French
Michigan
$780K -$216K -1,243 -22%
AMBIA
972
Allen Mooney & Barnes Investment Advisors
Georgia
$776K +$1.73K +10 +0.2%
GHA
973
GW Henssler & Associates
Georgia
$775K -$5.55K -32 -0.7%
AWM
974
Axxcess Wealth Management
California
$774K +$71.3K +411 +10%
RIA
975
Realta Investment Advisors
Delaware
$773K -$73.9K -426 -9%
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