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Waste Management

1,859 hedge funds and large institutions have $59.3B invested in Waste Management in 2023 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 627 increasing their positions, 708 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,859
Holders Change
+125
Holders Change %
+7.21%
% of All Funds
27.25%
Holding in Top 10
37
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+37.04%
% of All Funds
0.54%
New
234
Increased
627
Reduced
708
Closed
85
Calls
$418M
Puts
$243M
Net Calls
+$174M
Net Calls Change
+$232M
Name Holding Trade Value Shares
Change
Shares
Change %
ACS
1376
Archford Capital Strategies
Illinois
$328K -$85.2K -476 -21%
DJSG
1377
D.J. St. Germain
Massachusetts
$327K -$21K -117 -6%
LFP
1378
Lakeshore Financial Planning
Michigan
$326K +$358 +2 +0.1%
PP
1379
PDS Planning
Ohio
$325K +$10.6K +59 +3%
SAI
1380
Savvy Advisors Inc
New York
$324K +$324K +1,807 New
MIM
1381
Merrion Investment Management
New Jersey
$322K
SWM
1382
Sculati Wealth Management
Michigan
$321K
CFP
1383
Catalyst Financial Partners
Massachusetts
$320K +$37.4K +209 +13%
AWM
1384
Aviso Wealth Management
Washington
$320K +$320K +1,789 New
SFO
1385
Stokes Family Office
Louisiana
$320K -$998K -5,570 -76%
BA
1386
Ballast Advisors
Minnesota
$320K -$3.94K -22 -1%
KFGK
1387
Keystone Financial Group (Kentucky)
Kentucky
$319K +$8.95K +50 +3%
BSHC
1388
Breed's Hill Capital
Massachusetts
$318K +$318K +1,773 New
IAA
1389
Ironsides Asset Advisors
North Carolina
$317K -$40.7K -227 -11%
ARG
1390
Advisory Resource Group
Oklahoma
$317K +$358 +2 +0.1%
OP
1391
ORG Partners
Indiana
$317K +$182K +1,018 +135%
FCAS
1392
First Command Advisory Services
Texas
$316K -$8.06K -45 -2%
LS
1393
Leelyn Smith
Illinois
$316K +$316K +1,762 New
FA
1394
FDx Advisors
Illinois
$315K +$315K +1,760 New
B
1395
Bridgeworth
Alabama
$314K -$1.08K -6 -0.3%
DT
1396
Diversified Trust
Tennessee
$314K -$4.75M -26,488 -94%
ARC
1397
Advisor Resource Council
Texas
$313K +$313K +1,749 New
RT
1398
Rockland Trust
Massachusetts
$313K -$3.22K -18 -1%
BTW
1399
Boston Trust Walden
Massachusetts
$312K -$2.87K -16 -0.9%
TNBTD
1400
Trustmark National Bank Trust Department
Mississippi
$312K +$5.91K +33 +2%