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Waste Management

1,987 hedge funds and large institutions have $68.8B invested in Waste Management in 2024 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 792 increasing their positions, 706 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+28
Holders Change %
+1.43%
% of All Funds
28.9%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.73%
New
140
Increased
792
Reduced
706
Closed
83
Calls
$313M
Puts
$209M
Net Calls
+$104M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
1201
TrinityPoint Wealth
Connecticut
$626K +$427 +2 +0.1%
KP
1202
Keel Point
Alabama
$623K +$160K +784 +35%
AFP
1203
Ausdal Financial Partners
Iowa
$621K -$13.7K -64 -2%
JWM
1204
Jeppson Wealth Management
California
$619K -$16K -75 -3%
FWM
1205
Forza Wealth Management
Florida
$619K
XWM
1206
Xcel Wealth Management
Florida
$619K -$22.8K -107 -4%
FRM
1207
Fox Run Management
Connecticut
$618K +$375K +1,756 +154%
MHIC
1208
Marble Harbor Investment Counsel
Massachusetts
$614K
S
1209
SimplyRich
California
$610K +$10.7K +50 +2%
SB
1210
Simmons Bank
Arkansas
$609K +$3.63K +17 +0.6%
AP
1211
Appleton Partners
Massachusetts
$606K -$19.2K -90 -3%
CA
1212
Claro Advisors
Massachusetts
$601K +$101K +475 +20%
NIC
1213
Northwest Investment Counselors
Oregon
$600K
PCM
1214
Prelude Capital Management
New York
$600K +$600K +2,812 New
AT
1215
Arvest Trust
Oklahoma
$600K +$7.68K +36 +1%
TPI
1216
Trust Point Inc
Wisconsin
$596K -$67K -314 -10%
GT
1217
Glenview Trust
Kentucky
$596K +$15.4K +72 +3%
MMM
1218
Mendel Money Management
Illinois
$595K +$25.6K +120 +4%
FWP
1219
Falcon Wealth Planning
California
$592K +$20.3K +95 +4%
MF
1220
Meridian Financial
Massachusetts
$591K
SC
1221
Sawyer & Company
Massachusetts
$591K -$5.33K -25 -0.9%
TWM
1222
Tradition Wealth Management
Minnesota
$590K -$20.5K -96 -3%
HWA
1223
Heritage Wealth Advisors
Virginia
$590K -$55.3K -259 -9%
MWM
1224
Modera Wealth Management
New Jersey
$585K -$4.05K -19 -0.7%
IAIM
1225
International Assets Investment Management
Florida
$585K -$19.8K -93 -3%