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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 %
BCM
951
Bienville Capital Management
New York
$762K – – –
BOC
952
Barbara Oil Co
Illinois
$762K – – –
TC
953
Toews Corporation
New Jersey
$762K +$762K +5,000 New
TWP
954
Tempus Wealth Planning
California
$757K -$274K -1,800 -27%
SB
955
Strategic Blueprint
Georgia
$750K -$4.88K -32 -0.6%
BFPW
956
BOK Financial Private Wealth
Colorado
$748K – – –
SF
957
Symphony Financial
Texas
$747K +$143K +944 +24%
OIA
958
OneDigital Investment Advisors
Kansas
$744K +$190K +1,246 +34%
WWP
959
WR Wealth Planners
Missouri
$743K +$19.8K +130 +3%
BONST
960
Bank of Nova Scotia Trust
Ontario, Canada
$739K -$262K -1,720 -26%
SL
961
Sonnipe Ltd
Isle Of Man
$735K -$33.2K -218 -4%
GWP
962
Gateway Wealth Partners
Wisconsin
$729K -$5.79K -38 -0.8%
WAM
963
Werlinich Asset Management
Connecticut
$726K +$13.9K +91 +2%
RG
964
Renaissance Group
Kentucky
$725K -$27.8M -182,685 -97%
KW
965
KWB Wealth
California
$717K -$48.2K -278 -6%
WEG
966
World Equity Group
Illinois
$716K -$101K -661 -12%
CCB
967
Country Club Bank
Missouri
$715K – – –
HNWAG
968
High Net Worth Advisory Group
Florida
$714K – – –
AU
969
Algebris (UK)
United Kingdom
$714K +$115K +751 +19%
HPC
970
HM Payson & Co
Maine
$710K +$73.3K +481 +12%
WA
971
WealthTrust Axiom
Pennsylvania
$710K – – –
MAS
972
Meeder Advisory Services
Ohio
$709K -$246K -1,614 -26%
NED
973
Nancy E. Dempze
$705K – – –
AA
974
Advisory Alpha
Michigan
$705K +$457 +3 +0.1%
VSQM
975
V-Square Quantitative Management
Illinois
$698K +$212K +1,393 +44%
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