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Waste Management
WM

Overview Fund Activity

1,979 hedge funds and large institutions have $65.5B invested in Waste Management in 2024 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 788 increasing their positions, 708 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,979
Holders Change
-8
Holders Change %
-0.4%
% of All Funds
28.62%
Holding in Top 10
36
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28%
% of All Funds
0.52%
New
126
Increased
788
Reduced
708
Closed
106
Calls
$259M
Puts
$347M
Net Calls
-$87.9M
Net Calls Change
-$192M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$286M
2
Swedbank
Swedbank
Sweden
+$147M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$145M
4
Parnassus Investments
Parnassus Investments
California
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$103M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$623M
2
ATN
AMF Tjänstepension
Sweden
-$287M
3
APG Asset Management
APG Asset Management
Netherlands
-$167M
4
BlackRock
BlackRock
New York
-$163M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1201
Forza Wealth Management
Florida
$602K – – –
XWM
1202
Xcel Wealth Management
Florida
$602K – – –
FIA
1203
Foundations Investment Advisors
Arizona
$601K +$145K +697 +32%
KA
1204
Kovack Advisors
Florida
$599K -$44.6K -215 -7%
AP
1205
Appleton Partners
Massachusetts
$597K +$7.06K +34 +1%
SP
1206
Successful Portfolios
Florida
$596K -$23.9K -115 -4%
NIC
1207
Northwest Investment Counselors
Oregon
$596K +$12K +58 +2%
SIA
1208
Schechter Investment Advisors
Michigan
$594K -$43.6K -210 -7%
TCM
1209
Tributary Capital Management
Nebraska
$593K -$16.6K -80 -3%
MHIC
1210
Marble Harbor Investment Counsel
Massachusetts
$592K -$5.19K -25 -0.9%
AWE
1211
Avidian Wealth Enterprises
Texas
$592K -$170K -820 -22%
GIA
1212
Gladstone Institutional Advisory
Florida
$592K -$140K -675 -19%
AWA
1213
Arete Wealth Advisors
Illinois
$586K -$209K -1,007 -26%
MMM
1214
Mendel Money Management
Illinois
$585K +$6.23K +30 +1%
HWA
1215
Heritage Wealth Advisors
Virginia
$585K +$11.2K +54 +2%
AMCA
1216
Arthur M. Cohen & Associates
Illinois
$584K +$101K +485 +21%
KW
1217
KWB Wealth
California
$584K -$207K -971 -26%
MF
1218
Meridian Financial
Massachusetts
$575K – – –
CPSAC
1219
Chas P. Smith & Associates (CPS)
Florida
$575K +$218K +1,048 +61%
SC
1220
Sawyer & Company
Massachusetts
$575K -$415 -2 -0.1%
TPI
1221
Trust Point Inc
Wisconsin
$575K -$5.81K -28 -1%
FWP
1222
Falcon Wealth Planning
California
$574K -$2.49K -12 -0.4%
MSCM
1223
McElhenny Sheffield Capital Management
Texas
$569K -$58.3K -281 -9%
TWM
1224
Tradition Wealth Management
Minnesota
$569K -$5.4K -26 -0.9%
MWM
1225
Modera Wealth Management
New Jersey
$568K -$1.04K -5 -0.2%
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