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Waste Management
WM

Overview Fund Activity

1,665 hedge funds and large institutions have $47.2B invested in Waste Management in 2022 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 631 increasing their positions, 612 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,665
Holders Change
+13
Holders Change %
+0.79%
% of All Funds
28.15%
Holding in Top 10
46
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+48.39%
% of All Funds
0.78%
New
118
Increased
631
Reduced
612
Closed
81
Calls
$215M
Puts
$184M
Net Calls
+$31M
Net Calls Change
-$68.2M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$219M
2
Morgan Stanley
Morgan Stanley
New York
+$217M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$100M
4
Amundi
Amundi
France
+$76.3M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$53.4M

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
-$256M
2
Lazard Asset Management
Lazard Asset Management
New York
-$148M
3
CS
Candriam SCA
Luxembourg
-$63.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$49.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNB
1276
Baker Boyer National Bank
Washington
$288K – – –
OTL
1277
Oak Thistle LLC
New York
$286K -$192K -1,253 -40%
MW
1278
Marcum Wealth
Ohio
$286K +$19K +124 +7%
BDF
1279
Balasa Dinverno & Foltz
$285K +$23.9K +156 +9%
FUBT
1280
First United Bank & Trust
Maryland
$285K +$76K +496 +36%
VWM
1281
Valley Wealth Managers
New Jersey
$284K -$185K -1,208 -39%
CSIC
1282
Clifford Swan Investment Counsel
California
$284K +$6.27K +41 +2%
Bank of Montreal
1283
Bank of Montreal
Ontario, Canada
$284K -$42.7K -284,584 -13%
MWM
1284
Modera Wealth Management
New Jersey
$283K -$3.06K -20 -1%
MSFP
1285
Mark Sheptoff Financial Planning
Connecticut
$283K +$45.9K +300 +19%
CCIA
1286
Campbell & Co Investment Adviser
Maryland
$282K -$250K -1,636 -47%
AL
1287
Aspiriant LLC
California
$282K -$5.05K -33 -2%
MWA
1288
Meridian Wealth Advisors
Texas
$282K – – –
CW
1289
Cook Wealth
North Carolina
$282K – – –
SWA
1290
SFMG Wealth Advisors
Texas
$282K +$282K +1,845 New
CSPAM
1291
Cary Street Partners Asset Management
Virginia
$278K +$32.9K +215 +13%
BA
1292
Ballast Advisors
Minnesota
$277K – – –
MFG
1293
Magnus Financial Group
New York
$277K +$7.04K +46 +3%
SEP
1294
Southland Equity Partners
Missouri
$277K +$9.18K +60 +3%
HT
1295
Heritage Trust
Oklahoma
$276K – – –
DI
1296
Diligent Investors
California
$275K -$25.1K -164 -8%
PPW
1297
Pinnacle Private Wealth
Massachusetts
$275K +$55.8K +365 +25%
SWM
1298
Sculati Wealth Management
Michigan
$274K – – –
VWA
1299
Visionary Wealth Advisors
Illinois
$274K +$613 +4 +0.2%
CWM
1300
Cornerstone Wealth Management
Missouri
$273K -$11K -72 -4%
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