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Waste Management
WM

Overview Fund Activity

1,987 hedge funds and large institutions have $68.8B invested in Waste Management in 2024 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 792 increasing their positions, 706 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+28
Holders Change %
+1.43%
% of All Funds
28.9%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.73%
New
140
Increased
792
Reduced
706
Closed
83
Calls
$313M
Puts
$209M
Net Calls
+$104M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$405M
2
Swedbank
Swedbank
Sweden
+$225M
3
Barclays
Barclays
United Kingdom
+$201M
4
UBS AM
UBS AM
Illinois
+$188M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$165M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$563M
2
Capital World Investors
Capital World Investors
California
-$442M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$192M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$187M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
1326
Canopy Partners
Ohio
$457K – – –
CWAG
1327
Compton Wealth Advisory Group
Virginia
$457K +$31.4K +147 +7%
SW
1328
SlateStone Wealth
Florida
$455K -$37.5K -176 -8%
FNBT
1329
FineMark National Bank & Trust
Florida
$454K -$113K -529 -20%
JCM
1330
Jag Capital Management
Missouri
$453K – – –
PCMF
1331
Private Capital Management (Florida)
Florida
$450K -$41.2K -193 -8%
FNBSF
1332
First National Bank Sioux Falls
South Dakota
$449K – – –
SFP
1333
Sweet Financial Partners
Minnesota
$448K +$213 +1 +0%
MIM
1334
Merrion Investment Management
New Jersey
$448K +$64K +300 +17%
CFM
1335
Catalyst Funds Management
Australia
$448K +$448K +2,100 New
ISWM
1336
Independent Solutions Wealth Management
New York
$447K -$1.49K -7 -0.3%
PA
1337
PFG Advisors
Arizona
$447K +$170K +797 +61%
FFG
1338
Fiduciary Financial Group
California
$446K +$446K +2,019 New
CAL
1339
Capital Advisors Ltd
Ohio
$445K +$7.25K +34 +2%
LNB
1340
Ledyard National Bank
$444K +$1.92K +9 +0.4%
NAS
1341
Nicolet Advisory Services
Wisconsin
$444K -$20.3K -96 -4%
CAG
1342
Crestwood Advisors Group
Massachusetts
$443K -$58.2K -273 -12%
CFP
1343
Catalyst Financial Partners
Massachusetts
$443K -$1.28K -6 -0.3%
MCM
1344
Mattern Capital Management
Colorado
$442K +$111K +520 +33%
CFO
1345
CVA Family Office
Colorado
$441K +$28.2K +132 +7%
Fiera Capital (Canada)
1346
Fiera Capital (Canada)
Quebec, Canada
$441K +$185K +866 +72%
WMP
1347
Wealth Management Partners
Arizona
$438K – – –
HCA
1348
Horan Capital Advisors
Ohio
$438K – – –
BOS
1349
Bank of Stockton
California
$437K +$42.7K +200 +11%
RWS
1350
Resolute Wealth Strategies
Mississippi
$435K -$25.2K -118 -5%
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