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Waste Management
WM

Overview Fund Activity

1,665 hedge funds and large institutions have $47.2B invested in Waste Management in 2022 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 631 increasing their positions, 612 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,665
Holders Change
+13
Holders Change %
+0.79%
% of All Funds
28.15%
Holding in Top 10
46
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+48.39%
% of All Funds
0.78%
New
118
Increased
631
Reduced
612
Closed
81
Calls
$215M
Puts
$184M
Net Calls
+$31M
Net Calls Change
-$68.2M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$219M
2
Morgan Stanley
Morgan Stanley
New York
+$217M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$100M
4
Amundi
Amundi
France
+$76.3M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$53.4M

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
-$256M
2
Lazard Asset Management
Lazard Asset Management
New York
-$148M
3
CS
Candriam SCA
Luxembourg
-$63.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$49.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPWM
1401
Essex Private Wealth Management
Massachusetts
$218K +$218K +1,425 New
JSW
1402
Journey Strategic Wealth
New Jersey
$216K -$105K -686 -33%
LG
1403
LaFleur & Godfrey
Michigan
$216K – – –
CCA
1404
Childress Capital Advisors
Texas
$215K +$215K +1,406 New
TCWM
1405
Total Clarity Wealth Management
Illinois
$215K +$215K +1,408 New
ABLA
1406
Alan B. Lancz & Associates
Ohio
$214K -$98.8K -600 -32%
DAM
1407
Diamant Asset Management
Connecticut
$214K -$42.8K -280 -17%
RPC
1408
Rossmore Private Capital
Connecticut
$214K +$214K +1,400 New
KWS
1409
Keystone Wealth Services
California
$213K +$763 +5 +0.4%
MSFS
1410
Main Street Financial Solutions
Pennsylvania
$213K +$9.96K +65 +5%
SDWMA
1411
Schneider Downs Wealth Management Advisors
Pennsylvania
$212K -$32K -209 -13%
PI
1412
PEAK6 Investments
Illinois
$212K +$212K +1,386 New
IWA
1413
Inspirion Wealth Advisors
Illinois
$211K -$15.3K -100 -7%
VCM
1414
Versant Capital Management
Arizona
$211K – – –
GD
1415
Grandfield & Dodd
New York
$210K – – –
HCM
1416
HM Capital Management
Missouri
$210K – – –
KM
1417
Kalos Management
Georgia
$210K – – –
GIP
1418
Greatmark Investment Partners
Georgia
$210K +$210K +1,375 New
CFA
1419
Compass Financial Advisors
Indiana
$209K +$460 +3 +0.2%
CWC
1420
Carolinas Wealth Consulting
North Carolina
$209K +$199K +24,667 +2,044%
LBC
1421
Lowe Brockenbrough & Co
Virginia
$208K -$26.8K -175 -11%
FHC
1422
First Heartland Consultants
Missouri
$208K -$9.61K -63 -4%
HCM
1423
Highlander Capital Management
New Jersey
$208K – – –
AL
1424
ADE LLC
Maryland
$208K – – –
GJIC
1425
Gamble Jones Investment Counsel
California
$208K +$9.18K +60 +5%
55 56
57
58 59