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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 %
CIA
1026
Choate Investment Advisors
Massachusetts
$630K +$128K +840 +26%
APP
1027
Avantax Planning Partners
Iowa
$630K -$30.5K -200 -5%
NB
1028
NBT Bank
New York
$630K +$348K +2,286 +124%
ETC
1029
Exchange Traded Concepts
Oklahoma
$629K -$9.45K -62 -1%
TL
1030
Tradewinds LLC
North Carolina
$628K -$6.86K -45 -1%
RCG
1031
Regatta Capital Group
California
$627K +$762 +5 +0.1%
AWM
1032
Aberdeen Wealth Management
Illinois
$623K – – –
DLA
1033
Douglas Lane & Associates
New York
$622K -$22.9K -150 -4%
SHA
1034
Seneca House Advisors
Virginia
$621K -$25.5K -162 -4%
Fiera Capital (Canada)
1035
Fiera Capital (Canada)
Quebec, Canada
$617K -$367K -2,410 -37%
RPCONE
1036
Retirement Planning Company of New England
Rhode Island
$616K +$616K +4,041 New
NS
1037
NBC Securities
Alabama
$613K +$613K +4,021 New
PWG
1038
Portside Wealth Group
Utah
$611K +$46.3K +306 +8%
BAM
1039
Bosun Asset Management
Illinois
$610K -$60.8K -399 -9%
KIG
1040
Kennedy Investment Group
New Jersey
$609K +$18.1K +119 +3%
JWCA
1041
J.W. Cole Advisors
Florida
$608K +$11.6K +76 +2%
FNBOH
1042
First National Bank of Hutchinson
Kansas
$606K +$14.6K +96 +2%
TCM
1043
Tributary Capital Management
Nebraska
$604K -$7.62K -50 -1%
ET
1044
Equitable Trust
Tennessee
$602K – – –
VCP
1045
Verus Capital Partners
Arizona
$601K +$80.9K +531 +16%
WB
1046
WesBanco Bank
West Virginia
$595K +$57.2K +375 +11%
FAIM
1047
Financial Advocates Investment Management
Washington
$592K +$9.91K +65 +2%
NME
1048
Notis-McConarty Edward
$591K -$3.81K -25 -0.6%
BO
1049
Bank OZK
Arkansas
$588K -$30.5K -200 -5%
IIM
1050
Ipswich Investment Management
Massachusetts
$587K – – –
40 41
42
43 44