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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 %
CGL
1126
Clarius Group LLC
Washington
$473K -$166K -1,090 -26%
PI
1127
PFG Investments
New York
$472K +$2.13K +14 +0.5%
BRM
1128
Boston Research & Management
Massachusetts
$471K – – –
MCM
1129
Morton Capital Management
California
$467K – – –
LCM
1130
Logan Capital Management
Pennsylvania
$467K +$465K +3,050 +23,462%
CWM
1131
Cahaba Wealth Management
Georgia
$466K -$42.8K -281 -8%
SIC
1132
Shoker Investment Counsel
Ohio
$466K -$1.68K -11 -0.4%
SIA
1133
Schechter Investment Advisors
Michigan
$464K -$29.6K -194 -6%
FCP
1134
Fidelis Capital Partners
Florida
$464K -$27.1K -178 -6%
SMH
1135
Sanders Morris Harris
Texas
$464K -$229K -1,500 -33%
MSAM
1136
Moloney Securities Asset Management
Missouri
$459K -$131K -858 -22%
XWM
1137
Xcel Wealth Management
Florida
$458K +$16.2K +106 +4%
VCA
1138
Verdence Capital Advisors
Maryland
$458K +$17.8K +117 +4%
UM
1139
UniSuper Management
Australia
$457K – – –
RC
1140
RBO & Co
California
$457K – – –
MWM
1141
Modera Wealth Management
New Jersey
$454K -$91.5K -600 -17%
CGH
1142
CMG Global Holdings
Texas
$453K – – –
MFC
1143
Mechanics Financial Corp
Ohio
$453K -$5.34K -35 -1%
AT
1144
Arden Trust
Delaware
$452K -$116K -760 -20%
TWM
1145
Tradition Wealth Management
Minnesota
$452K -$48.5K -318 -10%
GLR
1146
Great Lakes Retirement
Ohio
$452K -$56.4K -370 -11%
SC
1147
SRB Corp
Massachusetts
$451K +$451K +2,956 New
GWANC
1148
Guardian Wealth Advisors (North Carolina)
North Carolina
$450K -$21.8K -143 -5%
LWAM
1149
Legacy Wealth Asset Management
Minnesota
$449K +$5.03K +33 +1%
TSS
1150
Two Sigma Securities
New York
$449K +$449K +2,947 New
44 45
46
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