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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 %
PB
1376
Pinnacle Bancorp
Nebraska
$264K – – –
EP
1377
Edgestream Partners
New Jersey
$264K +$264K +1,732 New
GSEP
1378
Golden State Equity Partners
California
$264K -$1.22K -8 -0.5%
FHC
1379
Forest Hill Capital
Arkansas
$264K – – –
TCBWMS
1380
Texas Capital Bank Wealth Management Services
Texas
$264K +$8.08K +53 +3%
FUBT
1381
First United Bank & Trust
Maryland
$264K – – –
PGAM
1382
Princeton Global Asset Management
New Jersey
$262K -$5.34K -35 -2%
CSPAM
1383
Cary Street Partners Asset Management
Virginia
$262K – – –
TNBTD
1384
Trustmark National Bank Trust Department
Mississippi
$261K +$19.1K +125 +8%
VDI
1385
Vaughan David Investments
Illinois
$260K +$4.87K +32 +2%
WA1
1386
Wimmer Associates 1
California
$259K -$7.62K -50 -3%
BHWM
1387
Beaird Harris Wealth Management
Texas
$259K – – –
CSIC
1388
Clifford Swan Investment Counsel
California
$256K – – –
WA
1389
Waverly Advisors
Alabama
$254K -$15.7K -103 -6%
GM
1390
GeoWealth Management
Illinois
$254K +$25K +164 +11%
JSW
1391
Journey Strategic Wealth
New Jersey
$253K – – –
HIC
1392
Holderness Investments Company
North Carolina
$253K – – –
AAS
1393
Annex Advisory Services
Wisconsin
$253K +$253K +1,657 New
MW
1394
Marcum Wealth
Ohio
$252K -$2.9K -19 -1%
EBSAM
1395
Eubel Brady & Suttman Asset Management
Ohio
$252K +$458 +3 +0.2%
AWA
1396
Amplius Wealth Advisors
Pennsylvania
$252K -$14.2K -93 -5%
ZIM
1397
Zacks Investment Management
Illinois
$252K -$49.7K -326 -16%
GG
1398
Gleason Group
Kentucky
$250K +$1.07K +7 +0.4%
DLCIG
1399
D.L. Carlson Investment Group
New Hampshire
$249K -$50.3K -330 -17%
CCIA
1400
Campbell & Co Investment Adviser
Maryland
$249K +$249K +1,635 New
54 55
56
57 58