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Waste Management
WM

Overview Fund Activity

1,959 hedge funds and large institutions have $68.7B invested in Waste Management in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 674 increasing their positions, 771 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,959
Holders Change
+100
Holders Change %
+5.38%
% of All Funds
28.4%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.77%
New
216
Increased
674
Reduced
771
Closed
89
Calls
$404M
Puts
$420M
Net Calls
-$15.7M
Net Calls Change
-$190M

Top Buyers

1
BPC
Banque Pictet & Cie
Switzerland
+$382M
2
SGA
Sustainable Growth Advisers
Connecticut
+$301M
3
Capital World Investors
Capital World Investors
California
+$278M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$240M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.56B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$186M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$161M
4
ATN
AMF Tjänstepension
Sweden
-$154M
5
Swedbank
Swedbank
Sweden
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1101
MCF Advisors
Kentucky
$761K +$1.49K +7 +0.2%
GWANC
1102
Guardian Wealth Advisors (North Carolina)
North Carolina
$760K +$122K +571 +19%
OC
1103
Oakworth Capital
Alabama
$759K -$10.7K -50 -1%
AWM
1104
Avior Wealth Management
Nebraska
$759K +$408K +1,915 +116%
AWE
1105
Avidian Wealth Enterprises
Texas
$756K +$27.9K +131 +4%
KWMG
1106
King Wealth Management Group
Florida
$753K -$16.8K -79 -2%
SMC
1107
Smith, Moore & Co
Missouri
$752K -$42.6K -200 -5%
SHA
1108
Seneca House Advisors
Virginia
$752K -$89.3K -419 -11%
LSAG
1109
Lake Street Advisors Group
New Hampshire
$751K -$46.7K -219 -6%
GIA
1110
Gladstone Institutional Advisory
Florida
$748K -$248K -1,163 -25%
FFA
1111
First Foundation Advisors
California
$747K +$89.3K +419 +14%
BFA
1112
Bill Few Associates
Pennsylvania
$741K +$176K +828 +31%
AO
1113
Advisor OS
Illinois
$741K +$370K +1,735 +100%
PWG
1114
Portside Wealth Group
Utah
$739K -$33.5K -157 -4%
WBC
1115
Westpac Banking Corp
Australia
$738K -$40.1K -188 -5%
Public Sector Pension Investment Board (PSP Investments)
1116
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$737K -$63.9K -300 -8%
CCP
1117
Cassia Capital Partners
North Carolina
$737K +$161K +755 +28%
MWA
1118
Midland Wealth Advisors
Illinois
$735K +$187K +879 +34%
VCP
1119
Verus Capital Partners
Arizona
$729K -$640 -3 -0.1%
NL
1120
NWAM LLC
Washington
$720K +$74.3K +352 +11%
SFP
1121
Shepherd Financial Partners
Massachusetts
$718K +$1.28K +6 +0.2%
SP
1122
Successful Portfolios
Florida
$717K -$8.95K -42 -1%
SA
1123
SL Advisors
New Jersey
$717K +$5.76K +27 +0.8%
PVI
1124
Pine Valley Investments
New Jersey
$715K +$6.82K +32 +1%
CCG
1125
Ceeto Capital Group
Florida
$714K – – –
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45
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