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Waste Management
WM

Overview Fund Activity

1,683 hedge funds and large institutions have $52.3B invested in Waste Management in 2022 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 658 increasing their positions, 595 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,683
Holders Change
+18
Holders Change %
+1.08%
% of All Funds
29.1%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
0.99%
New
119
Increased
658
Reduced
595
Closed
73
Calls
$294M
Puts
$289M
Net Calls
+$4.23M
Net Calls Change
-$26.8M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$2.66B
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$285M
3
Amundi
Amundi
France
+$217M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$163M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$308M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$257M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$240M
4
AT
AMF Tjänstepension
Sweden
-$140M
5
Cohen & Steers
Cohen & Steers
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
1301
Meridian Wealth Advisors
Texas
$296K – – –
SFG
1302
Sather Financial Group
Texas
$295K -$96.1K -600 -25%
VWA
1303
Visionary Wealth Advisors
Illinois
$294K +$7.53K +47 +3%
B
1304
Bridgeworth
Alabama
$294K +$48K +300 +20%
DJSG
1305
D.J. St. Germain
Massachusetts
$293K – – –
SEP
1306
Southland Equity Partners
Missouri
$291K +$1.44K +9 +0.5%
MFG
1307
Magnus Financial Group
New York
$291K +$1.44K +9 +0.5%
HPWM
1308
Highland Private Wealth Management
Washington
$291K +$7.04K +44 +2%
HT
1309
Heritage Trust
Oklahoma
$290K – – –
BA
1310
Ballast Advisors
Minnesota
$290K – – –
KTC
1311
Kistler-Tiffany Companies
Pennsylvania
$290K +$4.64K +29 +2%
GWM
1312
Geneos Wealth Management
Colorado
$289K -$162K -1,014 -36%
DI
1313
Diligent Investors
California
$288K +$800 +5 +0.3%
SEEDPG
1314
S.E.E.D. Planning Group
New York
$287K -$29.6K -185 -9%
CSIC
1315
Clifford Swan Investment Counsel
California
$287K -$10.4K -65 -4%
SWM
1316
Sculati Wealth Management
Michigan
$287K – – –
CWM
1317
Cornerstone Wealth Management
Missouri
$286K +$160 +1 +0.1%
CA
1318
Cornerstone Advisory
Maryland
$286K +$4.97K +31 +2%
SWA
1319
SFMG Wealth Advisors
Texas
$285K – – –
BTW
1320
Boston Trust Walden
Massachusetts
$282K – – –
TPWA
1321
TRUE Private Wealth Advisors
Oregon
$282K – – –
ARG
1322
Advisory Resource Group
Oklahoma
$282K +$320 +2 +0.1%
AAM
1323
Auxier Asset Management
Oregon
$281K – – –
FWTB
1324
First Western Trust Bank
Colorado
$280K +$160 +1 +0.1%
GM
1325
GeoWealth Management
Illinois
$279K -$95.8K -598 -26%
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