WM icon

Waste Management

1,859 hedge funds and large institutions have $59.3B invested in Waste Management in 2023 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 627 increasing their positions, 708 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,859
Holders Change
+125
Holders Change %
+7.21%
% of All Funds
27.25%
Holding in Top 10
37
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+37.04%
% of All Funds
0.54%
New
234
Increased
627
Reduced
708
Closed
85
Calls
$418M
Puts
$243M
Net Calls
+$174M
Net Calls Change
+$232M
Name Holding Trade Value Shares
Change
Shares
Change %
VCA
1151
Verdence Capital Advisors
Maryland
$544K +$6.09K +34 +1%
CG
1152
Caprock Group
Idaho
$541K +$48.9K +273 +10%
MSAM
1153
Moloney Securities Asset Management
Missouri
$540K +$358 +2 +0.1%
HGERS
1154
Householder Group Estate & Retirement Specialist
Arizona
$539K -$265K -1,481 -33%
AP
1155
Appleton Partners
Massachusetts
$539K -$42.1K -235 -7%
XWM
1156
Xcel Wealth Management
Florida
$538K +$179 +1 +0%
RC
1157
RBO & Co
California
$537K
GWANC
1158
Guardian Wealth Advisors (North Carolina)
North Carolina
$536K +$7.34K +41 +1%
JWM
1159
Jeppson Wealth Management
California
$535K +$40.3K +225 +8%
CBTWT
1160
Community Bank & Trust (Waco, Texas)
Texas
$535K +$130K +723 +32%
PS
1161
Principal Securities
Iowa
$532K +$532K +2,971 New
SIA
1162
Schechter Investment Advisors
Michigan
$532K -$13.6K -76 -2%
GT
1163
Glenview Trust
Kentucky
$531K +$99.8K +557 +23%
TWM
1164
Tradition Wealth Management
Minnesota
$531K
LWAM
1165
Legacy Wealth Asset Management
Minnesota
$529K +$716 +4 +0.1%
MF
1166
Meridian Financial
Massachusetts
$527K +$3.58K +20 +0.7%
EWM
1167
Empirical Wealth Management
Washington
$526K -$1.25K -7 -0.2%
TW
1168
TrinityPoint Wealth
Connecticut
$525K +$179 +1 +0%
CWM
1169
Cahaba Wealth Management
Georgia
$524K -$23.3K -130 -4%
JDR
1170
Jay D. Rosenbaum
$523K -$536K -2,991 -51%
SGI
1171
Summit Global Investments
Utah
$523K -$91.4K -510 -15%
AT
1172
Arden Trust
Delaware
$522K -$8.78K -49 -2%
FWM
1173
Forza Wealth Management
Florida
$520K
UFF
1174
USA Financial Formulas
Michigan
$517K +$515K +2,873 +26,118%
VFA
1175
Values First Advisors
Tennessee
$516K +$84.2K +470 +19%