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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 %
RG
1151
Renaissance Group
Kentucky
$664K -$289K -1,354 -30%
TPI
1152
Trust Point Inc
Wisconsin
$663K -$485K -2,276 -42%
WIM
1153
Waverton Investment Management
United Kingdom
$661K – – –
BRM
1154
Boston Research & Management
Massachusetts
$658K – – –
9WM
1155
9258 Wealth Management
Ohio
$657K +$639 +3 +0.1%
MCM
1156
Morton Capital Management
California
$653K – – –
SIC
1157
Shoker Investment Counsel
Ohio
$652K +$639 +3 +0.1%
RGF
1158
Retirement Guys Formula
Ohio
$650K +$650K +3,051 New
MHC
1159
Meyer Handelman Company
New York
$650K -$32K -150 -5%
CT
1160
Chicago Trust
Illinois
$649K -$31.1K -146 -5%
Jennison Associates
1161
Jennison Associates
New York
$648K -$64.6K -303 -9%
MFC
1162
Mechanics Financial Corp
Ohio
$648K – – –
CBTWT
1163
Community Bank & Trust (Waco, Texas)
Texas
$645K +$8.95K +42 +1%
HWA
1164
Heritage Wealth Advisors
Virginia
$645K -$151K -707 -19%
MSAM
1165
Moloney Securities Asset Management
Missouri
$644K +$853 +4 +0.1%
XWM
1166
Xcel Wealth Management
Florida
$641K – – –
SIA
1167
Schechter Investment Advisors
Michigan
$640K +$7.03K +33 +1%
RC
1168
RBO & Co
California
$639K – – –
TWP
1169
Tyche Wealth Partners
Texas
$636K -$346K -1,624 -35%
JWM
1170
Jeppson Wealth Management
California
$635K -$2.56K -12 -0.4%
AFP
1171
Ausdal Financial Partners
Iowa
$634K +$129K +606 +26%
CGH
1172
CMG Global Holdings
Texas
$634K – – –
IAS
1173
Insigneo Advisory Services
Florida
$633K +$100K +470 +19%
LWAM
1174
Legacy Wealth Asset Management
Minnesota
$632K +$2.77K +13 +0.4%
BTI
1175
Blue Trust Inc
Georgia
$632K -$43.9K -206 -6%
45 46
47
48 49