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Waste Management
WM

Overview Fund Activity

1,979 hedge funds and large institutions have $65.5B invested in Waste Management in 2024 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 788 increasing their positions, 708 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,979
Holders Change
-8
Holders Change %
-0.4%
% of All Funds
28.62%
Holding in Top 10
36
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28%
% of All Funds
0.52%
New
126
Increased
788
Reduced
708
Closed
106
Calls
$259M
Puts
$347M
Net Calls
-$87.9M
Net Calls Change
-$192M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$286M
2
Swedbank
Swedbank
Sweden
+$147M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$145M
4
Parnassus Investments
Parnassus Investments
California
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$103M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$623M
2
AT
AMF Tjänstepension
Sweden
-$287M
3
APG Asset Management
APG Asset Management
Netherlands
-$167M
4
BlackRock
BlackRock
New York
-$163M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
976
Strategic Blueprint
Georgia
$1.17M -$7.89K -38 -0.7%
FWP
977
FAS Wealth Partners
Kansas
$1.16M +$1.66K +8 +0.1%
SWM
978
Segment Wealth Management
Texas
$1.16M +$11.6K +56 +1%
EFS
979
Essex Financial Services
Connecticut
$1.15M -$422 -2 -0%
CIA
980
Choate Investment Advisors
Massachusetts
$1.15M +$9.14K +44 +0.8%
PSB
981
Piscataqua Savings Bank
New Hampshire
$1.15M – – –
OFS
982
OneAscent Financial Services
Alabama
$1.14M -$157K -758 -12%
CPBTD
983
Central Pacific Bank - Trust Division
Hawaii
$1.14M -$497K -2,393 -30%
MGIA
984
Moneta Group Investment Advisors
Missouri
$1.13M +$54.2K +261 +5%
MCM
985
Monument Capital Management
Virginia
$1.13M +$10.8K +52 +1%
GCGDR
986
Geo Capital Gestora de Recursos
Brazil
$1.12M +$369K +1,775 +49%
WWP
987
WR Wealth Planners
Missouri
$1.12M +$27.2K +131 +2%
AIMA
988
Ables Iannone Moore & Associates
Georgia
$1.12M – – –
LTI
989
Laffer Tengler Investments
Tennessee
$1.12M – – –
OIS
990
Okabena Investment Services
Minnesota
$1.11M +$68.5K +330 +7%
SW
991
Simplicity Wealth
New Jersey
$1.11M -$3.07M -14,767 -73%
FCP
992
Fidelis Capital Partners
Florida
$1.11M -$26.5K -125 -2%
JFGIW
993
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11M +$333K +1,604 +43%
VSQM
994
V-Square Quantitative Management
Illinois
$1.1M +$168K +808 +18%
HNWAG
995
High Net Worth Advisory Group
Florida
$1.1M +$5.19K +25 +0.5%
SC
996
SouthState Corp
Florida
$1.08M +$1.25K +6 +0.1%
AA
997
Advisory Alpha
Michigan
$1.08M +$28.2K +136 +3%
FTWA
998
Fifth Third Wealth Advisors
Ohio
$1.08M +$96.7K +466 +10%
VA
999
Valmark Advisers
Ohio
$1.07M -$8.72K -42 -0.8%
HWMO
1000
Heritage Wealth Management (Ohio)
Ohio
$1.07M – – –
38 39
40
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