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Waste Management
WM

Overview Fund Activity

1,979 hedge funds and large institutions have $65.5B invested in Waste Management in 2024 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 788 increasing their positions, 708 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,979
Holders Change
-8
Holders Change %
-0.4%
% of All Funds
28.62%
Holding in Top 10
36
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28%
% of All Funds
0.52%
New
126
Increased
788
Reduced
708
Closed
106
Calls
$259M
Puts
$347M
Net Calls
-$87.9M
Net Calls Change
-$192M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$286M
2
Swedbank
Swedbank
Sweden
+$147M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$145M
4
Parnassus Investments
Parnassus Investments
California
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$103M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$623M
2
ATN
AMF Tjänstepension
Sweden
-$287M
3
APG Asset Management
APG Asset Management
Netherlands
-$167M
4
BlackRock
BlackRock
New York
-$163M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
1376
Synergy Financial Group
California
$399K -$2.08K -10 -0.5%
PBF
1377
Petix & Botte Financial
California
$399K – – –
QWM
1378
Quaker Wealth Management
New Jersey
$399K +$399K +1,921 New
SW
1379
SkyOak Wealth
Michigan
$398K – – –
SFO
1380
Stokes Family Office
Louisiana
$397K – – –
RWI
1381
Red Wave Investments
Pennsylvania
$396K +$4.98K +24 +1%
PA
1382
PFG Advisors
Arizona
$396K -$39K -188 -9%
CWS
1383
Cypress Wealth Services
California
$394K +$394K +1,897 New
TVAMP
1384
Tennessee Valley Asset Management Partners
Tennessee
$393K +$1.45K +7 +0.4%
DBIA
1385
Dumont & Blake Investment Advisors
New Jersey
$390K -$412K -1,985 -51%
CA
1386
Callahan Advisors
Texas
$389K +$623 +3 +0.2%
FWTB
1387
First Western Trust Bank
Colorado
$388K – – –
ONST
1388
Old North State Trust
North Carolina
$388K – – –
APA
1389
Astoria Portfolio Advisors
New York
$387K +$10.2K +48 +3%
FNBT
1390
FineMark National Bank & Trust
Florida
$387K -$55.2K -266 -12%
RT
1391
Rockland Trust
Massachusetts
$386K +$2.7K +13 +0.7%
LI
1392
LRI Investments
Florida
$386K – – –
BWM
1393
BlackDiamond Wealth Management
New York
$386K -$1.35K -6 -0.3%
MWA
1394
Meridian Wealth Advisors
Texas
$384K +$415 +2 +0.1%
MSFP
1395
Mark Sheptoff Financial Planning
Connecticut
$384K – – –
CG
1396
Cynosure Group
Utah
$384K +$415 +2 +0.1%
EHC
1397
Everett Harris & Co
California
$383K +$40.7K +196 +12%
RWP
1398
Revolve Wealth Partners
New Jersey
$382K -$3.11K -15 -0.8%
SC
1399
Saturna Capital
Washington
$382K – – –
FAFN
1400
First Affirmative Financial Network
Colorado
$380K -$95.7K -461 -20%
54 55
56
57 58