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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 %
DWP
976
Daymark Wealth Partners
Ohio
$696K -$98.2K -644 -12%
JWCA
977
J.W. Coons Advisors
Ohio
$694K – – –
WQ
978
Wealth Quarterback
New Jersey
$693K +$152K +998 +28%
XF
979
XML Financial
Maryland
$693K +$52K +341 +8%
ICM
980
IMS Capital Management
Oregon
$692K -$8.69K -57 -1%
OTL
981
Oak Thistle LLC
New York
$691K +$436K +2,860 +171%
CMI
982
Clare Market Investments
Texas
$689K -$915 -6 -0.1%
MGIA
983
Moneta Group Investment Advisors
Missouri
$689K -$140K -918 -17%
MFG
984
MidWestOne Financial Group
Iowa
$686K -$59.6K -391 -8%
HGERS
985
Householder Group Estate & Retirement Specialist
Arizona
$685K +$685K +4,495 New
NPF
986
Norris Perne & French
Michigan
$685K -$762 -5 -0.1%
AMBIA
987
Allen Mooney & Barnes Investment Advisors
Georgia
$683K +$1.53K +10 +0.2%
MFG
988
Mainsail Financial Group
Washington
$682K -$67.4K -446 -9%
GHA
989
GW Henssler & Associates
Georgia
$681K -$305 -2 -0%
MBT
990
Montecito Bank & Trust
California
$678K -$7.77K -51 -1%
FMWA
991
Forvis Mazars Wealth Advisors
Missouri
$676K -$10.4K -68 -2%
PWMAG
992
Pinnacle Wealth Management Advisory Group
New Jersey
$675K +$34.8K +228 +5%
MAM
993
MWA Asset Management
Massachusetts
$670K +$670K +4,397 New
RA
994
RFG Advisory
Alabama
$670K +$172K +1,126 +34%
BCA
995
Bay Colony Advisors
Massachusetts
$667K +$56.9K +373 +9%
AWM
996
Axxcess Wealth Management
California
$667K -$13.7K -90 -2%
NW
997
NewEdge Wealth
Pennsylvania
$665K +$56.9K +373 +9%
WPC
998
Wedmont Private Capital
Pennsylvania
$662K +$58.1K +369 +10%
CI
999
Cigna Investments
Connecticut
$660K -$86.4K -567 -12%
AIP
1000
Ameritas Investment Partners
Nebraska
$658K -$16.9K -111 -3%
38 39
40
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