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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 %
MCCA
1051
Mill Creek Capital Advisors
Pennsylvania
$585K -$40.9K -268 -7%
NF
1052
Nikulski Financial
Iowa
$579K -$5.95K -39 -1%
PAS
1053
Park Avenue Securities
New York
$578K +$578K +3,791 New
MSCM
1054
McElhenny Sheffield Capital Management
Texas
$576K +$576K +3,778 New
MA
1055
MONECO Advisors
Connecticut
$576K +$7.93K +52 +1%
SW
1056
SteelPeak Wealth
California
$573K -$15.2K -100 -3%
RIA
1057
Richwood Investment Advisors
Ohio
$572K -$7.62K -50 -1%
IGWM
1058
ICA Group Wealth Management
Colorado
$572K +$30.9K +203 +6%
SA
1059
SL Advisors
New Jersey
$571K -$6.1K -40 -1%
KCM
1060
Kathmere Capital Management
Pennsylvania
$571K -$34K -223 -6%
NCM
1061
NCM Capital Management
New Jersey
$570K – – –
NIM
1062
NEOS Investment Management
Connecticut
$568K +$568K +3,729 New
SMC
1063
Smith, Moore & Co
Missouri
$568K +$3.35K +22 +0.6%
OCM
1064
Orleans Capital Management
Louisiana
$567K – – –
TCM
1065
Twin Capital Management
Pennsylvania
$566K +$566K +3,712 New
CBNLCF
1066
Cognios Beta Neutral Large Cap Fund
Kansas
$566K -$102K -672 -15%
BA
1067
Bluesphere Advisors
Pennsylvania
$563K – – –
LW
1068
Linscomb Wealth
Texas
$561K -$7.62K -50 -1%
SW
1069
Solidarity Wealth
Utah
$555K -$7.77K -51 -1%
IAIM
1070
International Assets Investment Management
Florida
$555K -$927 -6 -0.2%
BTI
1071
Blue Trust Inc
Georgia
$553K +$29.3K +169 +6%
KWMG
1072
King Wealth Management Group
Florida
$550K +$2.59K +17 +0.5%
WP
1073
WealthSource Partners
California
$549K -$27.1K -178 -5%
KAS
1074
KPP Advisory Services
Kentucky
$549K +$549K +3,599 New
TAM
1075
Tucker Asset Management
Colorado
$542K +$211K +1,385 +64%
41 42
43
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