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Waste Management
WM

Overview Fund Activity

1,724 hedge funds and large institutions have $53.5B invested in Waste Management in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 631 increasing their positions, 669 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
27.59%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.58%
New
130
Increased
631
Reduced
669
Closed
102
Calls
$621M
Puts
$404M
Net Calls
+$217M
Net Calls Change
+$177M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$148M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$127M
3
Citadel Advisors
Citadel Advisors
Florida
+$105M
4
Millennium Management
Millennium Management
New York
+$105M
5
ATN
AMF Tjänstepension
Sweden
+$102M

Top Sellers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$137M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$109M
3
State Street
State Street
Massachusetts
-$89.1M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$78.9M
5
Morgan Stanley
Morgan Stanley
New York
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1226
Hudock Inc
Pennsylvania
$385K +$1.63K +10 +0.4%
WDG
1227
Wealth Dimensions Group
Ohio
$383K -$9.14K -56 -2%
EWA
1228
Etesian Wealth Advisors
Oregon
$383K +$4.41K +27 +1%
BOS
1229
Bank of Stockton
California
$382K +$76.7K +470 +25%
H
1230
HoyleCohen
California
$381K -$20.9K -128 -5%
MFG
1231
Monumental Financial Group
Maryland
$381K -$11.3K -69 -3%
BWM
1232
BlackDiamond Wealth Management
New York
$379K +$62.7K +379 +20%
ZIM
1233
Zacks Investment Management
Illinois
$376K -$653 -4 -0.2%
SCA
1234
Stuart Chaussee & Associates
California
$373K – – –
BC
1235
Burney Company
Virginia
$373K -$150K -920 -29%
CASB
1236
Cape Ann Savings Bank
Massachusetts
$373K +$38.2K +234 +11%
PCMF
1237
Private Capital Management (Florida)
Florida
$372K – – –
SC
1238
Sonen Capital
California
$371K -$162K -994 -30%
CA
1239
Callahan Advisors
Texas
$369K +$163 +1 +0%
LFA
1240
LGT Financial Advisors
Texas
$367K +$367K +2,248 New
CF
1241
Centaurus Financial
California
$366K -$16.2K -99 -4%
GT
1242
Glenview Trust
Kentucky
$365K -$126K -775 -26%
FFM
1243
Forum Financial Management
Illinois
$365K +$6.85K +42 +2%
MLFP
1244
MPS Loria Financial Planners
Illinois
$365K +$8.97K +55 +3%
MMM
1245
Mendel Money Management
Illinois
$364K +$33.5K +205 +10%
KFS
1246
Kurt F. Somerville
$364K – – –
SPWG
1247
Syntegra Private Wealth Group
Missouri
$362K +$9.79K +60 +3%
CA
1248
Cornerstone Advisory
Maryland
$359K +$1.8K +11 +0.5%
ACM
1249
Alethea Capital Management
Washington
$359K – – –
RCA
1250
Ranch Capital Advisors
Florida
$359K -$1.33M -8,135 -79%
48 49
50
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