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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 %
EWM
1151
Empirical Wealth Management
Washington
$449K -$37.5K -246 -8%
TW
1152
TrinityPoint Wealth
Connecticut
$447K +$305 +2 +0.1%
NL
1153
NWAM LLC
Washington
$447K -$29.7K -195 -6%
SC
1154
Syon Capital
California
$447K +$447K +2,929 New
RBFC
1155
Roman Butler Fullerton & Co
Missouri
$446K +$115K +724 +35%
MF
1156
Meridian Financial
Massachusetts
$445K -$45.7K -300 -9%
AC
1157
AlphaCore Capital
California
$445K +$35.2K +231 +9%
SW
1158
SlateStone Wealth
Florida
$444K -$20K -131 -4%
WSFS
1159
Wilmington Savings Fund Society
Delaware
$443K +$7.32K +48 +2%
FWM
1160
Forza Wealth Management
Florida
$442K – – –
CT
1161
Chicago Trust
Illinois
$439K +$21.3K +140 +5%
MHIC
1162
Marble Harbor Investment Counsel
Massachusetts
$439K +$23.6K +155 +6%
WKWM
1163
Walter & Keenan Wealth Management
Indiana
$438K – – –
SC
1164
Sawyer & Company
Massachusetts
$436K – – –
T
1165
TRUADVICE
Florida
$434K – – –
JWM
1166
Jupiter Wealth Management
Colorado
$429K – – –
ISWM
1167
Independent Solutions Wealth Management
New York
$429K – – –
NIC
1168
Northwest Investment Counselors
Oregon
$429K +$4.88K +32 +1%
PWA
1169
Primoris Wealth Advisors
Florida
$428K -$15.2K -100 -3%
AC
1170
Apella Capital
Connecticut
$423K +$1.37K +9 +0.3%
AAB
1171
ABN AMRO Bank
Netherlands
$423K – – –
S
1172
SimplyRich
California
$422K -$152 -1 -0%
FFM
1173
Forum Financial Management
Illinois
$422K +$2.9K +19 +0.7%
JWM
1174
Jeppson Wealth Management
California
$421K -$242K -1,588 -36%
SFWA
1175
Summit Financial Wealth Advisors
Louisiana
$421K – – –
45 46
47
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