WM icon

Waste Management
WM

Overview Fund Activity

1,979 hedge funds and large institutions have $65.5B invested in Waste Management in 2024 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 788 increasing their positions, 708 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,979
Holders Change
-8
Holders Change %
-0.4%
% of All Funds
28.62%
Holding in Top 10
36
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28%
% of All Funds
0.52%
New
126
Increased
788
Reduced
708
Closed
106
Calls
$259M
Puts
$347M
Net Calls
-$87.9M
Net Calls Change
-$192M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$286M
2
Swedbank
Swedbank
Sweden
+$147M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$145M
4
Parnassus Investments
Parnassus Investments
California
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$103M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$623M
2
AT
AMF Tjänstepension
Sweden
-$287M
3
APG Asset Management
APG Asset Management
Netherlands
-$167M
4
BlackRock
BlackRock
New York
-$163M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
1151
9258 Wealth Management
Ohio
$678K +$40.5K +195 +6%
APP
1152
Avantax Planning Partners
Iowa
$676K -$241K -1,163 -26%
CAM
1153
Cozad Asset Management
Illinois
$675K – – –
WKWM
1154
Walter & Keenan Wealth Management
Indiana
$674K +$623 +3 +0.1%
SHA
1155
Seneca House Advisors
Virginia
$672K -$7.27K -35 -1%
SA
1156
SL Advisors
New Jersey
$672K +$2.7K +13 +0.4%
HCM
1157
Howard Capital Management
Georgia
$671K +$671K +3,231 New
MMPW
1158
Mitchell McLeod Pugh & Williams
Alabama
$666K – – –
GS
1159
GTS Securities
New York
$665K +$665K +3,202 New
CA
1160
Claro Advisors
Massachusetts
$664K +$78.7K +379 +13%
SIA
1161
SGL Investment Advisors
Montana
$663K +$663K +2,991 New
VIM
1162
Vancity Investment Management
British Columbia, Canada
$663K +$663K +3,192 New
EIA
1163
Eldridge Investment Advisors
New Hampshire
$660K – – –
VT
1164
Vise Technologies
New York
$660K +$660K +3,179 New
CBTWT
1165
Community Bank & Trust (Waco, Texas)
Texas
$656K +$26.8K +129 +4%
ECM
1166
Evergreen Capital Management
Washington
$655K -$44.2K -213 -6%
CA
1167
CoreCap Advisors
Michigan
$653K +$83.9K +404 +15%
VCA
1168
Verdence Capital Advisors
Maryland
$652K +$1.45K +7 +0.2%
EWM
1169
Empirical Wealth Management
Washington
$649K -$27.8K -134 -4%
OCM
1170
Orleans Capital Management
Louisiana
$647K -$20.8K -100 -3%
OFS
1171
Orrstown Financial Services
Pennsylvania
$643K +$643K +3,097 New
BTWM
1172
Baker Tilly Wealth Management
Wisconsin
$643K -$107K -513 -14%
S
1173
SimplyRich
California
$642K +$48.5K +234 +8%
MCM
1174
Morton Capital Management
California
$641K +$4.98K +24 +0.8%
BRM
1175
Boston Research & Management
Massachusetts
$641K – – –
45 46
47
48 49