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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 %
SC
1201
Sawyer & Company
Massachusetts
$596K -$13.9K -65 -2%
AT
1202
Arvest Trust
Oklahoma
$591K +$302K +1,417 +104%
MF
1203
Meridian Financial
Massachusetts
$591K -$36.5K -171 -6%
FFA
1204
Farther Finance Advisors
California
$590K +$85.2K +400 +17%
GLR
1205
Great Lakes Retirement
Ohio
$590K -$10.7K -50 -2%
MWM
1206
Modera Wealth Management
New Jersey
$589K +$14.1K +66 +2%
KA
1207
KLCM Advisors
Wisconsin
$587K +$181K +850 +45%
WC
1208
Whitney & Co
New York
$586K – – –
BFWM
1209
Bright Futures Wealth Management
New York
$584K +$584K +2,745 New
GT
1210
Glenview Trust
Kentucky
$580K -$52.4K -246 -8%
AP
1211
Atwood & Palmer
Missouri
$577K – – –
CPA
1212
Court Place Advisors
Maryland
$576K – – –
PWA
1213
Primoris Wealth Advisors
Florida
$575K -$23.4K -110 -4%
KCIC
1214
Kuhn & Co Investment Counsel
Illinois
$574K – – –
FWP
1215
Falcon Wealth Planning
California
$571K +$2.98K +14 +0.5%
GI
1216
GS Investments
Minnesota
$570K – – –
AC
1217
Abbrea Capital
California
$570K +$18.1K +85 +3%
MMM
1218
Mendel Money Management
Illinois
$569K +$2.56K +12 +0.5%
FPCP
1219
Fort Point Capital Partners
California
$567K – – –
FNBT
1220
FineMark National Bank & Trust
Florida
$567K -$19K -89 -3%
CAM
1221
Creekmur Asset Management
Illinois
$566K +$67.8K +318 +14%
CWA
1222
Clearview Wealth Advisors
Oregon
$565K -$11.7K -55 -2%
HWM
1223
Hohimer Wealth Management
Washington
$565K – – –
VAS
1224
Vestmark Advisory Solutions
Massachusetts
$564K +$39.4K +185 +8%
JFGIW
1225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$564K -$244K -1,146 -30%
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