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Waste Management
WM

Overview Fund Activity

1,959 hedge funds and large institutions have $68.7B invested in Waste Management in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 674 increasing their positions, 771 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,959
Holders Change
+100
Holders Change %
+5.38%
% of All Funds
28.4%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.77%
New
216
Increased
674
Reduced
771
Closed
89
Calls
$404M
Puts
$420M
Net Calls
-$15.7M
Net Calls Change
-$190M

Top Buyers

1
BPC
Banque Pictet & Cie
Switzerland
+$382M
2
SGA
Sustainable Growth Advisers
Connecticut
+$301M
3
Capital World Investors
Capital World Investors
California
+$278M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$240M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.56B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$186M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$161M
4
ATN
AMF Tjänstepension
Sweden
-$154M
5
Swedbank
Swedbank
Sweden
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1301
BlackDiamond Wealth Management
New York
$480K -$29.6K -139 -6%
SR
1302
Syntax Research
Florida
$478K +$19.4K +91 +4%
AL
1303
Aspiriant LLC
California
$474K +$20.5K +96 +5%
VDI
1304
Vaughan David Investments
Illinois
$474K +$120K +562 +34%
HFM
1305
Harvest Fund Management
China
$472K +$472K +2,213 New
MNBTD
1306
Moody National Bank Trust Division
Texas
$471K – – –
MLFP
1307
MPS Loria Financial Planners
Illinois
$465K -$13.6K -64 -3%
CAG
1308
Csenge Advisory Group
Florida
$463K -$10.4K -49 -2%
AW
1309
Alaethes Wealth
Nevada
$463K -$45.6K -214 -9%
SCM
1310
Shelton Capital Management
Colorado
$462K – – –
SC
1311
Saturna Capital
Washington
$461K – – –
RWS
1312
Resolute Wealth Strategies
Mississippi
$460K +$1.71K +8 +0.4%
WA
1313
Waverly Advisors
Alabama
$459K +$113K +530 +33%
RBFC
1314
Roman Butler Fullerton & Co
Missouri
$458K -$1.25K -6 -0.3%
CP
1315
Canopy Partners
Ohio
$457K +$121K +569 +36%
NAS
1316
Nicolet Advisory Services
Wisconsin
$454K -$72.9K -353 -14%
JCM
1317
Jag Capital Management
Missouri
$453K -$19.8K -93 -4%
ACI
1318
Alpha Cubed Investments
California
$452K +$31.8K +149 +8%
PP
1319
Paloma Partners
Connecticut
$451K +$408K +1,916 +958%
CWM
1320
Connecticut Wealth Management
Connecticut
$450K -$36.9K -173 -8%
FNBSF
1321
First National Bank Sioux Falls
South Dakota
$449K – – –
ISWM
1322
Independent Solutions Wealth Management
New York
$448K -$64K -300 -12%
SFP
1323
Sweet Financial Partners
Minnesota
$447K +$213 +1 +0%
II
1324
Inspire Investing
Idaho
$445K -$84.4K -396 -16%
LNB
1325
Ledyard National Bank
$442K -$32K -150 -7%
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53
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