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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 %
RIA
1001
Realta Investment Advisors
Delaware
$658K -$115K -663 -15%
HAG
1002
HF Advisory Group
Maryland
$655K +$18.9K +124 +3%
WHC
1003
Wulff, Hansen & Co
California
$655K – – –
IWA
1004
Inspirion Wealth Advisors
Illinois
$653K – – –
FFA
1005
First Foundation Advisors
California
$652K +$17.1K +112 +3%
SFB
1006
STAR Financial Bank
Indiana
$652K -$54.9K -360 -8%
LOIP
1007
Live Oak Investment Partners
Texas
$650K -$731K – –
MIA
1008
MMBG Investment Advisors
Florida
$649K – – –
CAM
1009
Cypress Asset Management
Texas
$649K +$7.53K +50 +1%
PA
1010
Profund Advisors
Maryland
$648K -$25.9K -170 -4%
GBWM
1011
Granite Bay Wealth Management
New Hampshire
$647K +$647K +3,999 New
EF
1012
Empowered Funds
Pennsylvania
$646K +$137K +901 +27%
AWA
1013
Arete Wealth Advisors
Illinois
$646K -$608K -3,986 -48%
MP
1014
McDonald Partners
Ohio
$642K -$108K -709 -14%
BB
1015
Busey Bank
Illinois
$642K -$390K -2,558 -38%
GLA
1016
Great Lakes Advisors
Illinois
$641K -$10.8K -71 -2%
CIAS
1017
Capital Investment Advisory Services
North Carolina
$640K -$249K -1,630 -28%
MFA
1018
Mayflower Financial Advisors
Massachusetts
$638K -$121K -796 -16%
IAN
1019
Integrated Advisors Network
Texas
$638K -$5.18K -34 -0.8%
CB
1020
Community Bank
New York
$637K -$4.57K -30 -0.7%
RWB
1021
RMR Wealth Builders
New Jersey
$637K +$428K +2,808 +205%
JF
1022
Jump Financial
Illinois
$634K +$634K +4,156 New
FFA
1023
Founders Financial Alliance
North Carolina
$633K -$28.5K -187 -4%
RIM
1024
RW Investment Management
Idaho
$632K – – –
IBOK
1025
Independence Bank of Kentucky
Kentucky
$630K -$4.88K -32 -0.8%
39 40
41
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