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Waste Management
WM

Overview Fund Activity

1,979 hedge funds and large institutions have $65.5B invested in Waste Management in 2024 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 788 increasing their positions, 708 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,979
Holders Change
-8
Holders Change %
-0.4%
% of All Funds
28.62%
Holding in Top 10
36
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28%
% of All Funds
0.52%
New
126
Increased
788
Reduced
708
Closed
106
Calls
$259M
Puts
$347M
Net Calls
-$87.9M
Net Calls Change
-$192M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$286M
2
Swedbank
Swedbank
Sweden
+$147M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$145M
4
Parnassus Investments
Parnassus Investments
California
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$103M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$623M
2
ATN
AMF Tjänstepension
Sweden
-$287M
3
APG Asset Management
APG Asset Management
Netherlands
-$167M
4
BlackRock
BlackRock
New York
-$163M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
1276
Tyche Wealth Partners
Texas
$510K -$5.19K -25 -1%
V
1277
ViaWealth
Kansas
$507K – – –
JBA
1278
Johnson Bixby & Associates
Washington
$505K +$89.9K +433 +22%
AF
1279
Advisornet Financial
Minnesota
$504K -$1.07M -5,134 -68%
LC
1280
Lindbrook Capital
California
$503K -$7.47K -36 -1%
KAS
1281
KPP Advisory Services
Kentucky
$503K – – –
CWA
1282
Clearview Wealth Advisors
Oregon
$503K -$13.9K -67 -3%
CWMS
1283
Cannon Wealth Management Services
North Carolina
$498K +$498K +2,401 New
ACM
1284
Alta Capital Management
Utah
$498K -$540K -2,600 -52%
BDFN
1285
Bond & Devick Financial Network
Minnesota
$498K – – –
CA
1286
Cornerstone Advisory
Maryland
$496K -$6.02K -29 -1%
PWG
1287
Portside Wealth Group
Utah
$496K +$34.7K +167 +8%
IF
1288
Intrua Financial
Texas
$496K +$1.66K +8 +0.3%
WDG
1289
Wealth Dimensions Group
Ohio
$493K – – –
WSCM
1290
Wellington Shields Capital Management
New York
$492K – – –
RBFC
1291
Roman Butler Fullerton & Co
Missouri
$492K +$11.3K +53 +2%
AGP
1292
Autumn Glory Partners
Texas
$491K +$287K +1,381 +141%
MFG
1293
Monumental Financial Group
Maryland
$485K – – –
HI
1294
Hudock Inc
Pennsylvania
$483K +$208 +1 +0%
LNB
1295
Ledyard National Bank
$479K +$46.7K +225 +11%
CCWM
1296
Cassaday & Co Wealth Management
Virginia
$479K -$2.08K -10 -0.4%
SW
1297
SlateStone Wealth
Florida
$478K +$35.3K +170 +8%
GWMR
1298
GC Wealth Management RIA
Massachusetts
$478K -$16K -77 -3%
AHC
1299
Adell Harriman & Carpenter
Texas
$477K – – –
KFP
1300
KMG Fiduciary Partners
Ohio
$475K – – –
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