We are live on ! Find out more
WM icon

Waste Management

1,999 hedge funds and large institutions have $69.1B invested in Waste Management in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 798 increasing their positions, 709 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 85

50% more call options, than puts

Call options by funds: $313M | Put options by funds: $209M

13% more repeat investments, than reductions

Existing positions increased: 798 | Existing positions reduced: 709

1% more funds holding

Funds holding: 1,9711,999 (+28)

0% more capital invested

Capital invested by funds: $69.1B → $69.1B (+$15.5M)

0.13% less ownership

Funds ownership: 80.98%80.85% (-0.13%)

6% less funds holding in top 10

Funds holding in top 10: 5451 (-3)

Holders
1,999
Holders Change
+28
Holders Change %
+1.42%
% of All Funds
28.87%
Holding in Top 10
51
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.56%
% of All Funds
0.74%
New
141
Increased
798
Reduced
709
Closed
85
Calls
$313M
Puts
$209M
Net Calls
+$104M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1201
TCM Advisors
West Virginia
$640K
SP
1202
Successful Portfolios
Florida
$637K -$78.8K -379 -11%
LWAM
1203
Legacy Wealth Asset Management
Minnesota
$637K +$4.16K +20 +0.7%
CGH
1204
CMG Global Holdings
Texas
$634K
JIC
1205
Joel Isaacson & Co
New York
$634K +$34.5K +166 +6%
NRI
1206
NFP Retirement Inc
California
$629K +$624 +3 +0.1%
AA
1207
Auxano Advisors
Washington
$627K +$611K +2,939 New
TCM
1208
Tributary Capital Management
Nebraska
$626K -$183K -880 -23%
TW
1209
TrinityPoint Wealth
Connecticut
$626K +$416 +2 +0.1%
KP
1210
Keel Point
Alabama
$623K +$163K +784 +35%
AFP
1211
Ausdal Financial Partners
Iowa
$621K -$13.3K -64 -2%
JWM
1212
Jeppson Wealth Management
California
$619K -$15.6K -75 -3%
FWM
1213
Forza Wealth Management
Florida
$619K
XWM
1214
Xcel Wealth Management
Florida
$619K -$22.2K -107 -4%
FRM
1215
Fox Run Management
Connecticut
$618K +$365K +1,756 +154%
MHIC
1216
Marble Harbor Investment Counsel
Massachusetts
$614K
S
1217
SimplyRich
California
$610K +$10.4K +50 +2%
SB
1218
Simmons Bank
Arkansas
$609K +$3.53K +17 +0.6%
AP
1219
Appleton Partners
Massachusetts
$606K -$18.7K -90 -3%
CA
1220
Claro Advisors
Massachusetts
$601K +$98.7K +475 +20%
NIC
1221
Northwest Investment Counselors
Oregon
$600K
PCM
1222
Prelude Capital Management
New York
$600K +$585K +2,812 New
AT
1223
Arvest Trust
Oklahoma
$600K +$7.48K +36 +1%
TPI
1224
Trust Point Inc
Wisconsin
$596K -$65.3K -314 -10%
GT
1225
Glenview Trust
Kentucky
$596K +$15K +72 +3%

WM Hedge Fund Activity: Q2 2024 in Review

1,999 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2024, worth a combined $69.1B — up 0.02% from $69.1B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new WM positions and 85 closed out — a net gain of 56 holders — while 798 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $395M. The largest seller was Capital Research Global Investors, cutting an estimated $548M.

  • 1,999 institutional investors held Waste Management (WM) as of Q2 2024, up from 1,971 in Q1 2024.
  • Funds reported $69.1B of Waste Management stock for Q2 2024, up 0.02% quarter-over-quarter.
  • 141 funds opened new Waste Management positions in Q2 2024 and 85 closed out, a net change of +56 holders.
  • The largest Waste Management buyer in Q2 2024 was BlackRock, an estimated $395M added.
  • The largest Waste Management seller in Q2 2024 was Capital Research Global Investors, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2024.