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Waste Management

1,999 hedge funds and large institutions have $69.1B invested in Waste Management in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 798 increasing their positions, 709 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 85

50% more call options, than puts

Call options by funds: $313M | Put options by funds: $209M

13% more repeat investments, than reductions

Existing positions increased: 798 | Existing positions reduced: 709

1% more funds holding

Funds holding: 1,9711,999 (+28)

0% more capital invested

Capital invested by funds: $69.1B → $69.1B (+$15.5M)

0.13% less ownership

Funds ownership: 80.98%80.85% (-0.13%)

6% less funds holding in top 10

Funds holding in top 10: 5451 (-3)

Holders
1,999
Holders Change
+28
Holders Change %
+1.42%
% of All Funds
28.87%
Holding in Top 10
51
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.56%
% of All Funds
0.74%
New
141
Increased
798
Reduced
709
Closed
85
Calls
$313M
Puts
$209M
Net Calls
+$104M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1101
Ipswich Investment Management
Massachusetts
$821K
AWA
1102
Arete Wealth Advisors
Illinois
$818K +$797K +3,833 New
MBT
1103
Montecito Bank & Trust
California
$817K -$56.5K -272 -7%
SFG
1104
Seamount Financial Group
Colorado
$815K
MCCA
1105
Mill Creek Capital Advisors
Pennsylvania
$808K -$6.65K -32 -0.8%
KA
1106
Kintegral Advisory
New York
$800K +$780K +3,750 New
NCM
1107
NCM Capital Management
New Jersey
$797K
LSAG
1108
Lake Street Advisors Group
New Hampshire
$794K +$41.4K +199 +6%
JFGIW
1109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$794K +$223K +1,073 +41%
KW
1110
KWB Wealth
California
$791K -$13.7K -66 -2%
WG
1111
Winton Group
United Kingdom
$788K -$3.73M -17,922 -83%
BCA
1112
Bay Colony Advisors
Massachusetts
$785K -$7.69K -37 -1%
NL
1113
NWAM LLC
Washington
$785K +$55.5K +267 +8%
AWE
1114
Avidian Wealth Enterprises
Texas
$784K +$26.2K +126 +4%
MA
1115
MCF Advisors
Kentucky
$779K +$16.6K +80 +2%
LW
1116
Linscomb Wealth
Texas
$778K -$7.9K -38 -1%
CDH
1117
Charles D. Hyman
$777K
MIC
1118
Maxi Investments CY
Cyprus
$776K
GCGDR
1119
Geo Capital Gestora de Recursos
Brazil
$775K -$1.15M -5,550 -60%
RIA
1120
Richwood Investment Advisors
Ohio
$771K -$4.99K -24 -0.7%
BTWM
1121
Baker Tilly Wealth Management
Wisconsin
$770K -$1.5M -7,228 -67%
CT
1122
Chicago Trust
Illinois
$766K +$113K +546 +18%
CCP
1123
Cassia Capital Partners
North Carolina
$765K +$27.2K +131 +4%
SAM
1124
Smartleaf Asset Management
Massachusetts
$765K +$141K +680 +23%
OC
1125
Oakworth Capital
Alabama
$760K -$208 -1 -0%

WM Hedge Fund Activity: Q2 2024 in Review

1,999 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2024, worth a combined $69.1B — up 0.02% from $69.1B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new WM positions and 85 closed out — a net gain of 56 holders — while 798 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $395M. The largest seller was Capital Research Global Investors, cutting an estimated $548M.

  • 1,999 institutional investors held Waste Management (WM) as of Q2 2024, up from 1,971 in Q1 2024.
  • Funds reported $69.1B of Waste Management stock for Q2 2024, up 0.02% quarter-over-quarter.
  • 141 funds opened new Waste Management positions in Q2 2024 and 85 closed out, a net change of +56 holders.
  • The largest Waste Management buyer in Q2 2024 was BlackRock, an estimated $395M added.
  • The largest Waste Management seller in Q2 2024 was Capital Research Global Investors, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2024.