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Waste Management
WM

Overview Fund Activity

1,734 hedge funds and large institutions have $49.4B invested in Waste Management in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 663 increasing their positions, 668 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
-27
Holders Change %
-1.53%
% of All Funds
27.65%
Holding in Top 10
27
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-41.3%
% of All Funds
0.43%
New
104
Increased
663
Reduced
668
Closed
114
Calls
$325M
Puts
$383M
Net Calls
-$57.8M
Net Calls Change
-$243M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$169M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$120M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$90M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$77.4M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$77M

Top Sellers

1
BlackRock
BlackRock
New York
-$142M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$122M
3
Lazard Asset Management
Lazard Asset Management
New York
-$107M
4
Two Sigma Investments
Two Sigma Investments
New York
-$74.4M
5
Bank of America
Bank of America
North Carolina
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1401
CreativeOne Wealth
Kansas
$249K -$130K -852 -34%
NAMP
1402
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$248K – – –
KFS
1403
Kurt F. Somerville
$248K – – –
FNFDCM
1404
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$248K -$5.63K -37 -2%
HBT
1405
Heartland Bank & Trust
Illinois
$248K +$4.12K +27 +2%
WA
1406
Wealth Alliance
New York
$248K -$1.68K -11 -0.7%
ORC
1407
O'Rourke & Company
Massachusetts
$247K +$153 +1 +0.1%
LC
1408
Lindbrook Capital
California
$246K -$17.2K -113 -7%
IAG
1409
Investment Advisory Group
Massachusetts
$245K +$915 +6 +0.4%
AAM
1410
Auxier Asset Management
Oregon
$245K -$7.62K -50 -3%
GIM
1411
Goelzer Investment Management
Indiana
$244K -$15.2K -100 -6%
MS
1412
Madden Securities
Texas
$244K -$16.2K -106 -6%
BWM
1413
Baystate Wealth Management
Massachusetts
$244K +$132K +866 +118%
DA
1414
Drake & Associates
Wisconsin
$244K -$9.45K -62 -4%
BSB
1415
Bangor Savings Bank
Maine
$241K -$17.4K -114 -7%
ES
1416
ETF Store
Kansas
$241K +$795 +5 +0.3%
PIP
1417
Peachtree Investment Partners
Florida
$241K – – –
CFP
1418
Catalyst Financial Partners
Massachusetts
$241K +$1.52K +10 +0.6%
SIA
1419
Soltis Investment Advisors
Utah
$241K +$241K +1,579 New
MRCM
1420
M&R Capital Management
New Jersey
$239K -$30.5K -200 -11%
FBFS
1421
First Business Financial Services
Wisconsin
$239K +$10.7K +70 +5%
CAM
1422
Carret Asset Management
New York
$237K +$1.83K +12 +0.8%
WGAM
1423
Wilkinson Global Asset Management
New York
$236K – – –
VC
1424
Vicus Capital
Pennsylvania
$235K +$235K +1,539 New
CWM
1425
Congress Wealth Management
Massachusetts
$234K +$3.2K +21 +1%
55 56
57
58 59