WM icon

Waste Management
WM

Overview Fund Activity

1,724 hedge funds and large institutions have $53.5B invested in Waste Management in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 631 increasing their positions, 669 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
27.59%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.58%
New
130
Increased
631
Reduced
669
Closed
102
Calls
$621M
Puts
$404M
Net Calls
+$217M
Net Calls Change
+$177M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$148M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$127M
3
Citadel Advisors
Citadel Advisors
Florida
+$105M
4
Millennium Management
Millennium Management
New York
+$105M
5
ATN
AMF Tjänstepension
Sweden
+$102M

Top Sellers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$137M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$109M
3
State Street
State Street
Massachusetts
-$89.1M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$78.9M
5
Morgan Stanley
Morgan Stanley
New York
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
1401
Hazlett, Burt & Watson
West Virginia
$245K +$820 +5 +0.3%
MKA
1402
M. Kulyk & Associates
Georgia
$245K -$3.59K -22 -1%
LAS
1403
LWM Advisory Services
Florida
$245K – – –
CBB
1404
Citizens Business Bank
California
$245K +$245K +1,500 New
LB
1405
Leo Brokerage
Texas
$245K +$245K +1,499 New
FBFS
1406
First Business Financial Services
Wisconsin
$244K – – –
WIA
1407
World Investment Advisors
California
$242K -$31K -190 -11%
FIB
1408
First Interstate Bank
Montana
$241K -$106K -650 -31%
ABP
1409
Arthur B. Page
$241K -$1.63K -10 -0.7%
GD
1410
Grandfield & Dodd
New York
$241K – – –
RWP
1411
RWA Wealth Partners
Massachusetts
$240K – – –
CPA
1412
Capital Planning Advisors
California
$240K +$22K +135 +10%
FCH
1413
Freestone Capital Holdings
Washington
$238K -$67.4K -413 -22%
NFG
1414
Nadler Financial Group
Illinois
$238K +$238K +1,457 New
TCWM
1415
Total Clarity Wealth Management
Illinois
$237K -$5.22K -32 -2%
WA
1416
Wealth Architects
California
$237K -$1.31K -8 -0.5%
BFAG
1417
Blackston Financial Advisory Group
Florida
$237K +$15.3K +94 +7%
AFG
1418
Alterity Financial Group
Maine
$237K +$237K +1,452 New
CC
1419
Cannell & Co
New York
$237K – – –
CFD
1420
Creative Financial Designs
Indiana
$236K -$26.9K -165 -10%
PWP
1421
Phillips Wealth Planners
Mississippi
$235K -$1.17K -7 -0.5%
NJBEST
1422
New Jersey Better Educational Savings Trust
New Jersey
$235K – – –
WDC
1423
Woodward Diversified Capital
California
$235K – – –
GLLW
1424
Graves Light Lenhart Wealth
Virginia
$235K – – –
KMWM
1425
Keudell/Morrison Wealth Management
Oregon
$234K -$6.2K -38 -3%
55 56
57
58 59