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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 %
CWA
1176
Clearview Wealth Advisors
Oregon
$420K -$10.4K -68 -2%
WC
1177
Whitney & Co
New York
$419K -$23.6K -155 -5%
PSCM
1178
Per Stirling Capital Management
Texas
$419K +$305 +2 +0.1%
CG
1179
Caprock Group
Idaho
$419K +$1.68K +11 +0.4%
PI
1180
Putnam Investments
Massachusetts
$416K -$2.9M -19,049 -87%
FIA
1181
Foundations Investment Advisors
Arizona
$415K +$215K +1,407 +107%
CA
1182
CSM Advisors
Pennsylvania
$414K -$167K -1,100 -29%
NRA
1183
NSI Retail Advisors
Pennsylvania
$414K -$167K -1,100 -29%
AP
1184
Atwood & Palmer
Missouri
$413K – – –
AWM
1185
Angeles Wealth Management
California
$413K +$13.3K +87 +3%
BFA
1186
Bill Few Associates
Pennsylvania
$413K – – –
CPA
1187
Court Place Advisors
Maryland
$412K – – –
JIC
1188
Joel Isaacson & Co
New York
$411K – – –
ARMT
1189
Amica Retiree Medical Trust
Rhode Island
$410K +$116K +758 +39%
IFS
1190
Ifrah Financial Services
Arkansas
$410K -$3.35K -22 -0.8%
FMLI
1191
Fukoku Mutual Life Insurance
Japan
$409K – – –
BWM
1192
BlackDiamond Wealth Management
New York
$409K +$4.72K +29 +1%
GI
1193
GS Investments
Minnesota
$408K – – –
FNBT
1194
FineMark National Bank & Trust
Florida
$405K +$154K +1,007 +61%
SWM
1195
Stockman Wealth Management
Montana
$405K +$14.5K +95 +4%
FPCP
1196
Fort Point Capital Partners
California
$404K – – –
HWM
1197
Hohimer Wealth Management
Washington
$404K – – –
ZIG
1198
Zullo Investment Group
Pennsylvania
$402K -$6.4K -42 -2%
AHC
1199
Adell Harriman & Carpenter
Texas
$402K – – –
MYIA
1200
Mount Yale Investment Advisors
Colorado
$402K -$31.4K -206 -7%
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