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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 %
BFM
1376
Boothbay Fund Management
New York
$403K -$951K -4,462 -70%
TCOTS
1377
Trust Company of the South
North Carolina
$403K – – –
MAM
1378
Milestone Asset Management
Pennsylvania
$402K +$152K +712 +61%
CASB
1379
Cape Ann Savings Bank
Massachusetts
$402K -$34.5K -162 -8%
CMAI
1380
Capital Management Associates Inc
Minnesota
$402K +$7.67K +36 +2%
RA
1381
Rise Advisors
New York
$402K +$77.2K +362 +24%
PP
1382
PDS Planning
Ohio
$401K +$14.1K +66 +4%
TVAMP
1383
Tennessee Valley Asset Management Partners
Tennessee
$400K -$398K -1,865 -50%
ONST
1384
Old North State Trust
North Carolina
$400K +$400K +1,877 New
JSL
1385
JT Stratford LLC
Georgia
$399K -$48K -225 -11%
OTL
1386
Oak Thistle LLC
New York
$399K +$399K +1,873 New
ANTB
1387
AMG National Trust Bank
Colorado
$399K +$2.13K +10 +0.5%
CA
1388
Callahan Advisors
Texas
$398K +$213 +1 +0.1%
Cohen & Steers
1389
Cohen & Steers
New York
$398K – – –
RWP
1390
Revolve Wealth Partners
New Jersey
$396K +$6.4K +30 +2%
PTC
1391
Philadelphia Trust Company
Pennsylvania
$396K -$53.2K -250 -12%
SOS
1392
Silver Oak Securities
Tennessee
$396K -$104K -490 -21%
SFO
1393
Stokes Family Office
Louisiana
$395K +$14.1K +66 +4%
MSFP
1394
Mark Sheptoff Financial Planning
Connecticut
$394K – – –
BOS
1395
Bank of Stockton
California
$394K -$12.8K -60 -3%
MWA
1396
Meridian Wealth Advisors
Texas
$394K +$426 +2 +0.1%
CMF
1397
Counterpoint Mutual Funds
California
$393K +$393K +1,845 New
SAM
1398
Sawgrass Asset Management
Florida
$392K +$129K +603 +49%
LFP
1399
Lakeshore Financial Planning
Michigan
$387K -$213 -1 -0.1%
DJSG
1400
D.J. St. Germain
Massachusetts
$387K -$1.49K -7 -0.4%
54 55
56
57 58