We are live on ! Find out more
WM icon

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
PL
1276
Parthenon LLC
Kentucky
$533K
TPWA
1277
TRUE Private Wealth Advisors
Oregon
$533K +$310K +1,491 +148%
LA
1278
Latitude Advisors
Florida
$532K -$7.9K -38 -1%
CWA
1279
Clearview Wealth Advisors
Oregon
$531K -$34.1K -164 -6%
TWP
1280
Tyche Wealth Partners
Texas
$529K -$105K -504 -17%
SFWA
1281
Summit Financial Wealth Advisors
Louisiana
$529K -$831 -4 -0.2%
Jones Financial Companies
1282
Jones Financial Companies
Missouri
$528K +$253K +1,216 +97%
OSNBOA
1283
Old Second National Bank of Aurora
Illinois
$525K -$3.12K -15 -0.6%
LC
1284
Lindbrook Capital
California
$525K +$6.44K +31 +1%
AWM
1285
Avior Wealth Management
Nebraska
$524K -$229K -1,102 -31%
V
1286
ViaWealth
Kansas
$521K
CAL
1287
Capital Analysts LLC
Pennsylvania
$517K -$20.6K -99 -4%
KAS
1288
KPP Advisory Services
Kentucky
$517K -$6.86K -33 -1%
CA
1289
Cornerstone Advisory
Maryland
$516K +$7.9K +38 +2%
JSW
1290
Journey Strategic Wealth
New Jersey
$515K +$174K +839 +53%
BDFN
1291
Bond & Devick Financial Network
Minnesota
$512K
H
1292
HoyleCohen
California
$509K +$1.04K +5 +0.2%
FNT
1293
First Nebraska Trust
Nebraska
$508K +$6.65K +32 +1%
CWP
1294
Cyndeo Wealth Partners
Florida
$508K -$5.82K -28 -1%
IF
1295
Intrua Financial
Texas
$508K +$22K +106 +5%
GWMR
1296
GC Wealth Management RIA
Massachusetts
$507K +$624 +3 +0.1%
JWM
1297
Jupiter Wealth Management
Colorado
$507K
WDG
1298
Wealth Dimensions Group
Ohio
$506K -$4.99K -24 -1%
WSCM
1299
Wellington Shields Capital Management
New York
$506K
PP
1300
Patron Partners
Texas
$505K +$4.78K +23 +1%

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.