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Waste Management

1,761 hedge funds and large institutions have $56.2B invested in Waste Management in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 633 increasing their positions, 700 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+37
Holders Change %
+2.15%
% of All Funds
27.77%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.73%
New
122
Increased
633
Reduced
700
Closed
76
Calls
$451M
Puts
$266M
Net Calls
+$185M
Net Calls Change
-$31.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SB
1101
Simmons Bank
Arkansas
$542K +$74.4K +429 +16%
CA
1102
Clearstead Advisors
Ohio
$541K -$17.5K -101 -3%
BFA
1103
Beaumont Financial Advisors
Massachusetts
$538K +$3.47K +20 +0.6%
CWM
1104
Cornerstone Wealth Management
Missouri
$538K +$235K +1,358 +78%
GWANC
1105
Guardian Wealth Advisors (North Carolina)
North Carolina
$537K +$18.9K +109 +4%
BRM
1106
Boston Research & Management
Massachusetts
$535K
PI
1107
PFG Investments
New York
$534K -$17.2K -99 -3%
SIC
1108
Shoker Investment Counsel
Ohio
$532K +$694 +4 +0.1%
MCM
1109
Morton Capital Management
California
$531K
UF
1110
Univest Financial
Pennsylvania
$530K +$10.4K +60 +2%
SW
1111
SlateStone Wealth
Florida
$528K +$50.8K +293 +11%
AFG
1112
AFS Financial Group
Maryland
$528K +$9.02K +52 +2%
MFC
1113
Mechanics Financial Corp
Ohio
$521K +$13.2K +76 +3%
RC
1114
RBO & Co
California
$520K
UM
1115
UniSuper Management
Australia
$520K +$520K +3,000 New
BB
1116
Berkshire Bank
Massachusetts
$520K +$99.7K +575 +24%
CGH
1117
CMG Global Holdings
Texas
$516K
NAS
1118
Nicolet Advisory Services
Wisconsin
$515K +$50.9K +297 +11%
TW
1119
TrinityPoint Wealth
Connecticut
$508K +$867 +5 +0.2%
CRC
1120
Curi RMB Capital
Illinois
$508K +$73.9K +426 +17%
TF
1121
Trek Financial
Arizona
$507K -$75.8K -437 -13%
LWAM
1122
Legacy Wealth Asset Management
Minnesota
$505K +$2.78K +16 +0.6%
PWA
1123
Primoris Wealth Advisors
Florida
$504K
WC
1124
Whitney & Co
New York
$504K -$86.7K -500 -15%
NP
1125
NorthRock Partners
Minnesota
$504K +$48.7K +281 +11%