WM icon

Waste Management
WM

Overview Fund Activity

1,734 hedge funds and large institutions have $49.4B invested in Waste Management in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 663 increasing their positions, 668 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
-27
Holders Change %
-1.53%
% of All Funds
27.65%
Holding in Top 10
27
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-41.3%
% of All Funds
0.43%
New
104
Increased
663
Reduced
668
Closed
114
Calls
$325M
Puts
$383M
Net Calls
-$57.8M
Net Calls Change
-$243M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$169M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$120M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$90M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$77.4M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$77M

Top Sellers

1
BlackRock
BlackRock
New York
-$142M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$122M
3
Lazard Asset Management
Lazard Asset Management
New York
-$107M
4
Two Sigma Investments
Two Sigma Investments
New York
-$74.4M
5
Bank of America
Bank of America
North Carolina
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCIM
1226
Red Cedar Investment Management
Michigan
$376K -$1.25M -8,182 -77%
CCWM
1227
Cassaday & Co Wealth Management
Virginia
$373K +$2.29K +15 +0.6%
V
1228
ViaWealth
Kansas
$372K – – –
CCB
1229
Cutter & Co Brokerage
Missouri
$369K +$610 +4 +0.2%
SC
1230
Sonen Capital
California
$369K +$22.1K +145 +6%
IGAM
1231
iA Global Asset Management
Quebec, Canada
$368K +$20.9K +137 +6%
VFA
1232
Values First Advisors
Tennessee
$368K -$17.2K -113 -4%
GT
1233
Glenview Trust
Kentucky
$367K +$13K +85 +4%
CI
1234
Conning Inc
Connecticut
$366K +$13.7K +90 +4%
BDFN
1235
Bond & Devick Financial Network
Minnesota
$366K – – –
II
1236
Inspire Investing
Idaho
$366K +$13.7K +90 +4%
SPWG
1237
Syntegra Private Wealth Group
Missouri
$365K -$17.7K -116 -5%
CA
1238
Callahan Advisors
Texas
$365K +$19.4K +127 +6%
AIS
1239
AM Investment Strategies
Tennessee
$364K +$53.4K +350 +17%
AW
1240
Alaethes Wealth
Nevada
$363K – – –
CBTWT
1241
Community Bank & Trust (Waco, Texas)
Texas
$362K -$46.7K -292 -11%
WAM
1242
Weinberger Asset Management
California
$361K – – –
WSCM
1243
Wellington Shields Capital Management
New York
$361K +$30.5K +200 +9%
BFWA
1244
Benchmark Financial Wealth Advisors
Florida
$361K -$21.9K -144 -6%
CWP
1245
Cyndeo Wealth Partners
Florida
$361K +$169K +1,108 +88%
DWA
1246
Delos Wealth Advisors
Texas
$361K – – –
PCM
1247
Prelude Capital Management
New York
$361K +$361K +2,365 New
CAG
1248
Csenge Advisory Group
Florida
$357K +$152 +1 +0%
IF
1249
Intrua Financial
Texas
$357K -$52.9K -347 -13%
OR
1250
Olympiad Research
Connecticut
$356K +$356K +2,338 New
48 49
50
51 52