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Waste Management
WM

Overview Fund Activity

1,734 hedge funds and large institutions have $49.4B invested in Waste Management in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 663 increasing their positions, 668 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
-27
Holders Change %
-1.53%
% of All Funds
27.65%
Holding in Top 10
27
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-41.3%
% of All Funds
0.43%
New
104
Increased
663
Reduced
668
Closed
114
Calls
$325M
Puts
$383M
Net Calls
-$57.8M
Net Calls Change
-$243M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$169M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$120M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$90M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$77.4M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$77M

Top Sellers

1
BlackRock
BlackRock
New York
-$142M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$122M
3
Lazard Asset Management
Lazard Asset Management
New York
-$107M
4
Two Sigma Investments
Two Sigma Investments
New York
-$74.4M
5
Bank of America
Bank of America
North Carolina
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
1326
Alpha Cubed Investments
California
$292K +$53.2K +349 +22%
BS
1327
Bessemer Securities
New York
$291K -$122K -800 -30%
ONST
1328
Old North State Trust
North Carolina
$291K – – –
PAM
1329
Paradigm Asset Management
New York
$290K – – –
CAG
1330
Crestwood Advisors Group
Massachusetts
$289K +$45.3K +297 +19%
ANTB
1331
AMG National Trust Bank
Colorado
$289K -$12.2K -80 -4%
SCM
1332
SevenOneSeven Capital Management
Pennsylvania
$289K -$120K -697 -29%
WA
1333
WESPAC Advisors
California
$288K -$3.81K -25 -1%
PP
1334
Patron Partners
Texas
$288K -$152 -1 -0.1%
FFC
1335
First Financial Corp
Indiana
$288K +$182K +1,191 +170%
JFGIW
1336
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$287K +$56.3K +369 +24%
BFIM
1337
Beese Fulmer Investment Management
Ohio
$287K -$30.5K -200 -10%
SEP
1338
Southland Equity Partners
Missouri
$287K +$10.4K +68 +4%
Capstone Investment Advisors
1339
Capstone Investment Advisors
New York
$287K +$287K +1,882 New
CAL
1340
Capital Advisors Ltd
Ohio
$285K +$12.2K +80 +4%
AIFAIM
1341
American Institute for Advanced Investment Management
Arizona
$284K +$2.66K +17 +0.9%
TVAMP
1342
Tennessee Valley Asset Management Partners
Tennessee
$284K +$1.22K +8 +0.4%
WP
1343
WealthShield Partners
North Carolina
$283K -$18.5K -121 -6%
VCM
1344
Versant Capital Management
Arizona
$283K -$27.7K -182 -9%
EP
1345
Eudaimonia Partners
Tennessee
$282K – – –
MSFP
1346
Mark Sheptoff Financial Planning
Connecticut
$282K -$91.5K -600 -24%
HIMC
1347
Heritage Investors Management Corp
Maryland
$282K – – –
SFG
1348
Sather Financial Group
Texas
$281K – – –
AL
1349
Aspiriant LLC
California
$281K +$12.5K +82 +5%
LFP
1350
Lakeshore Financial Planning
Michigan
$277K +$277K +1,816 New
52 53
54
55 56