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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 %
NRI
1176
NFP Retirement Inc
California
$628K +$84.7K +397 +16%
VFA
1177
Values First Advisors
Tennessee
$628K +$13.4K +63 +2%
AWM
1178
Angeles Wealth Management
California
$627K +$49.5K +232 +9%
TW
1179
TrinityPoint Wealth
Connecticut
$625K -$213 -1 -0%
AP
1180
Appleton Partners
Massachusetts
$625K -$16.2K -76 -3%
SAM
1181
Smartleaf Asset Management
Massachusetts
$625K +$165K +773 +36%
TT
1182
TI-Trust
Illinois
$624K +$69.5K +326 +13%
Nomura Holdings
1183
Nomura Holdings
Japan
$624K +$624K +2,926 New
QWP
1184
Quotient Wealth Partners
Texas
$621K +$268K +1,256 +76%
FLPIM
1185
F.L. Putnam Investment Management
Massachusetts
$621K +$94.6K +444 +18%
FWM
1186
Forza Wealth Management
Florida
$619K – – –
QWM
1187
Quaker Wealth Management
New Jersey
$614K +$293K +1,373 +91%
MHIC
1188
Marble Harbor Investment Counsel
Massachusetts
$613K – – –
AT
1189
Arden Trust
Delaware
$611K -$10.4K -49 -2%
TWM
1190
Tradition Wealth Management
Minnesota
$610K -$21.5K -101 -3%
CWM
1191
Cahaba Wealth Management
Georgia
$610K -$13.9K -65 -2%
CRC
1192
Curi RMB Capital
Illinois
$605K +$203K +952 +50%
SB
1193
Simmons Bank
Arkansas
$604K -$44.3K -208 -7%
MFG
1194
Magnus Financial Group
New York
$604K +$43.5K +204 +8%
CCWM
1195
Cassaday & Co Wealth Management
Virginia
$604K +$81.6K +383 +16%
IAIM
1196
International Assets Investment Management
Florida
$604K +$4.05K +19 +0.7%
S
1197
SimplyRich
California
$600K +$7.9K +37 +1%
NIC
1198
Northwest Investment Counselors
Oregon
$599K – – –
JIC
1199
Joel Isaacson & Co
New York
$598K +$5.33K +25 +0.9%
P
1200
Pitcairn
Pennsylvania
$596K +$37.7K +177 +7%
46 47
48
49 50