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Waste Management
WM

Overview Fund Activity

1,959 hedge funds and large institutions have $68.7B invested in Waste Management in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 674 increasing their positions, 771 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,959
Holders Change
+100
Holders Change %
+5.38%
% of All Funds
28.4%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.77%
New
216
Increased
674
Reduced
771
Closed
89
Calls
$404M
Puts
$420M
Net Calls
-$15.7M
Net Calls Change
-$190M

Top Buyers

1
BPC
Banque Pictet & Cie
Switzerland
+$382M
2
SGA
Sustainable Growth Advisers
Connecticut
+$301M
3
Capital World Investors
Capital World Investors
California
+$278M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$240M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.56B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$186M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$161M
4
ATN
AMF Tjänstepension
Sweden
-$154M
5
Swedbank
Swedbank
Sweden
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
1251
USA Financial Formulas
Michigan
$532K -$82.7K -388 -13%
SFWA
1252
Summit Financial Wealth Advisors
Louisiana
$529K – – –
ICG
1253
InterOcean Capital Group
Tennessee
$529K -$14.7K -69 -3%
OSNBOA
1254
Old Second National Bank of Aurora
Illinois
$528K – – –
GP
1255
Geneva Partners
Wisconsin
$526K – – –
RCIM
1256
Red Cedar Investment Management
Michigan
$526K – – –
GIM
1257
Goelzer Investment Management
Indiana
$526K +$189K +889 +56%
JWM
1258
Jupiter Wealth Management
Colorado
$525K – – –
KAS
1259
KPP Advisory Services
Kentucky
$523K -$4.26K -20 -0.8%
BHBT
1260
Burke & Herbert Bank & Trust
Virginia
$521K -$150K -702 -22%
V
1261
ViaWealth
Kansas
$520K – – –
LC
1262
Lindbrook Capital
California
$518K +$6.18K +29 +1%
MYIA
1263
Mount Yale Investment Advisors
Colorado
$515K -$39.4K -185 -7%
CGL
1264
Clarius Group LLC
Washington
$515K -$147K -691 -22%
WSFS
1265
Wilmington Savings Fund Society
Delaware
$514K +$514K +2,412 New
CWP
1266
Cyndeo Wealth Partners
Florida
$514K -$8.31K -39 -2%
FFM
1267
Forum Financial Management
Illinois
$513K -$35.2K -165 -6%
BDFN
1268
Bond & Devick Financial Network
Minnesota
$512K – – –
GCM
1269
Graham Capital Management
Connecticut
$512K +$512K +2,400 New
WDG
1270
Wealth Dimensions Group
Ohio
$511K – – –
VF
1271
Vest Financial
Virginia
$511K +$511K +2,398 New
BPWM
1272
Badgley Phelps Wealth Managers
Washington
$509K +$66.9K +314 +15%
AIM
1273
Aigen Investment Management
New York
$509K +$243K +1,139 +91%
FMTCOCP
1274
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$509K -$14.5K -68 -3%
CA
1275
Cornerstone Advisory
Maryland
$508K +$9.81K +46 +2%
49 50
51
52 53