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Waste Management
WM

Overview Fund Activity

1,724 hedge funds and large institutions have $53.5B invested in Waste Management in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 631 increasing their positions, 669 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
27.59%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.58%
New
130
Increased
631
Reduced
669
Closed
102
Calls
$621M
Puts
$404M
Net Calls
+$217M
Net Calls Change
+$177M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$148M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$127M
3
Citadel Advisors
Citadel Advisors
Florida
+$105M
4
Millennium Management
Millennium Management
New York
+$105M
5
ATN
AMF Tjänstepension
Sweden
+$102M

Top Sellers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$137M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$109M
3
State Street
State Street
Massachusetts
-$89.1M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$78.9M
5
Morgan Stanley
Morgan Stanley
New York
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1101
MCF Advisors
Kentucky
$511K -$2.12K -13 -0.4%
OC
1102
Oakworth Capital
Alabama
$510K – – –
AWE
1103
Avidian Wealth Enterprises
Texas
$510K -$60.2K -369 -11%
SG
1104
Stonnington Group
California
$509K -$33.4K -200 -6%
LCGC
1105
Legacy Capital Group California
California
$508K +$508K +3,114 New
TWM
1106
Tradition Wealth Management
Minnesota
$508K +$313K +1,918 +161%
CAM
1107
Cozad Asset Management
Illinois
$506K -$6.85K -42 -1%
GFL
1108
Granite FO LLC
New Hampshire
$505K +$505K +3,040 New
BRM
1109
Boston Research & Management
Massachusetts
$504K – – –
BFA
1110
Beaumont Financial Advisors
Massachusetts
$503K +$9.79K +60 +2%
DAC
1111
Dividend Assets Capital
South Carolina
$503K – – –
SFWA
1112
Summit Financial Wealth Advisors
Louisiana
$501K -$84.8K -520 -14%
GP
1113
Geneva Partners
Wisconsin
$500K -$53.8K -330 -10%
BTI
1114
Blue Trust Inc
Georgia
$500K -$47.5K -303 -9%
MCM
1115
Morton Capital Management
California
$500K – – –
SIC
1116
Shoker Investment Counsel
Ohio
$500K +$653 +4 +0.1%
BS
1117
Bessemer Securities
New York
$499K – – –
JFGIW
1118
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$497K -$40.1K -246 -7%
VCA
1119
Verdence Capital Advisors
Maryland
$494K +$11.6K +71 +2%
RC
1120
RBO & Co
California
$490K – – –
UF
1121
Univest Financial
Pennsylvania
$489K +$13.1K +80 +3%
GLA
1122
Good Life Advisors
Pennsylvania
$489K +$6.53K +40 +1%
AFG
1123
AFS Financial Group
Maryland
$488K +$11.4K +70 +2%
GWANC
1124
Guardian Wealth Advisors (North Carolina)
North Carolina
$488K +$37.2K +228 +8%
CGH
1125
CMG Global Holdings
Texas
$485K – – –
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