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Waste Management
WM

Overview Fund Activity

1,724 hedge funds and large institutions have $53.5B invested in Waste Management in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 631 increasing their positions, 669 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
27.59%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.58%
New
130
Increased
631
Reduced
669
Closed
102
Calls
$621M
Puts
$404M
Net Calls
+$217M
Net Calls Change
+$177M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$148M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$127M
3
Citadel Advisors
Citadel Advisors
Florida
+$105M
4
Millennium Management
Millennium Management
New York
+$105M
5
ATN
AMF Tjänstepension
Sweden
+$102M

Top Sellers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$137M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$109M
3
State Street
State Street
Massachusetts
-$89.1M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$78.9M
5
Morgan Stanley
Morgan Stanley
New York
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSG
1301
Financial Strategies Group
Michigan
$311K +$1.47K +9 +0.5%
KP
1302
Keel Point
Alabama
$310K -$18.6K -114 -6%
CA
1303
Claro Advisors
Massachusetts
$310K +$15.5K +95 +5%
ECM
1304
Estabrook Capital Management
New York
$310K – – –
AFO
1305
Arrowroot Family Office
California
$310K +$310K +1,897 New
CWM
1306
Chesapeake Wealth Management
Virginia
$309K -$75.5K -463 -20%
IF
1307
Insight Folios
North Carolina
$306K – – –
EP
1308
Eudaimonia Partners
Tennessee
$304K -$1.15M -7,044 -79%
NWM
1309
Northcape Wealth Management
New York
$304K +$304K +1,862 New
FUBT
1310
First United Bank & Trust
Maryland
$303K – – –
HIMC
1311
Heritage Investors Management Corp
Maryland
$302K – – –
BIM
1312
Bridges Investment Management
Nebraska
$302K – – –
MWA
1313
Meridian Wealth Advisors
Texas
$301K – – –
SEP
1314
Southland Equity Partners
Missouri
$301K +$1.96K +12 +0.7%
SFG
1315
Sather Financial Group
Texas
$300K – – –
SG
1316
StoneX Group
New York
$300K -$16.3K -100 -5%
HI
1317
Harbour Investments
Wisconsin
$299K +$31.8K +195 +12%
STA
1318
Summit Trail Advisors
New York
$299K +$82.9K +508 +38%
PWMG
1319
Prestige Wealth Management Group
New Jersey
$298K +$13.7K +84 +5%
HBT
1320
Heartland Bank & Trust
Illinois
$298K +$17.9K +110 +6%
WA1
1321
Wimmer Associates 1
California
$295K +$8.43K +50 +3%
JSW
1322
Journey Strategic Wealth
New Jersey
$294K -$21.7K -133 -7%
BSB
1323
Bangor Savings Bank
Maine
$294K -$867K -5,315 -75%
SWM
1324
Sculati Wealth Management
Michigan
$292K – – –
BA
1325
Ballast Advisors
Minnesota
$291K – – –
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