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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
AC
1251
Abbrea Capital
California
$564K -$6.24K -30 -1%
BWM
1252
Buska Wealth Management
Wisconsin
$563K -$1.04K -5 -0.2%
HA
1253
Herold Advisors
New York
$563K
BFWM
1254
Bright Futures Wealth Management
New York
$561K -$8.94K -43 -2%
AIS
1255
AM Investment Strategies
Tennessee
$561K +$16.2K +78 +3%
EWA
1256
EverSource Wealth Advisors
Alabama
$561K +$225K +1,084 +64%
SAI
1257
Savvy Advisors Inc
New York
$560K +$222K +1,070 +69%
VCAM
1258
Van Cleef Asset Management
Ohio
$556K +$208 +1 +0%
TT
1259
TI-Trust
Illinois
$555K -$67.8K -326 -11%
EP
1260
Edgestream Partners
New Jersey
$554K -$2.92M -14,057 -84%
FFM
1261
Forum Financial Management
Illinois
$552K +$37.6K +181 +8%
CNBT
1262
Canandaigua National Bank & Trust
New York
$552K
BFWA
1263
Benchmark Financial Wealth Advisors
Florida
$551K +$1.87K +9 +0.3%
ZIG
1264
Zullo Investment Group
Pennsylvania
$550K -$2.7K -13 -0.5%
BIG
1265
Brooklyn Investment Group
New York
$548K
CAM
1266
Creekmur Asset Management
Illinois
$548K -$17.9K -86 -3%
AIM
1267
Allen Investment Management
New York
$547K +$533K +2,564 New
AT
1268
American Trust
Kentucky
$544K +$530K +2,552 New
SMH
1269
Sanders Morris Harris
Texas
$542K
WAM
1270
Weinberger Asset Management
California
$542K
SWM
1271
Stockman Wealth Management
Montana
$542K
NFSG
1272
Newbridge Financial Services Group
Florida
$539K +$404K +1,943 +333%
FMLI
1273
Fukoku Mutual Life Insurance
Japan
$537K -$8.31K -40 -2%
FWM
1274
Foguth Wealth Management
Michigan
$537K
SAW
1275
Signal Advisors Wealth
Michigan
$533K -$14.8K -71 -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.