WM icon

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 %
PF
1401
Phoenix Financial
Israel
$387K +$387K +1,819 New
GWM
1402
Geneos Wealth Management
Colorado
$387K -$10.7K -50 -3%
TNBTD
1403
Trustmark National Bank Trust Department
Mississippi
$384K +$12.8K +60 +3%
TCBWMS
1404
Texas Capital Bank Wealth Management Services
Texas
$384K +$20K +94 +6%
MIM
1405
Merrion Investment Management
New Jersey
$384K – – –
SWM
1406
Sculati Wealth Management
Michigan
$382K – – –
WA
1407
WESPAC Advisors
California
$379K -$24.3K -114 -6%
KFGK
1408
Keystone Financial Group (Kentucky)
Kentucky
$378K -$1.92K -9 -0.5%
BSHC
1409
Breed's Hill Capital
Massachusetts
$378K – – –
ARG
1410
Advisory Resource Group
Oklahoma
$378K +$426 +2 +0.1%
WA
1411
Wealth Architects
California
$373K -$39.6K -186 -10%
CW
1412
CreativeOne Wealth
Kansas
$373K +$94.5K +444 +34%
RT
1413
Rockland Trust
Massachusetts
$373K – – –
CPSAC
1414
Chas P. Smith & Associates (CPS)
Florida
$372K +$372K +1,746 New
BFG
1415
Berger Financial Group
Minnesota
$372K +$61.8K +290 +20%
LI
1416
LRI Investments
Florida
$371K +$371K +1,742 New
FHC
1417
Forest Hill Capital
Arkansas
$369K – – –
PWA
1418
Prairie Wealth Advisors
Nebraska
$367K +$367K +1,724 New
TC
1419
Truvestments Capital
Florida
$367K -$93.8K -440 -20%
ECM
1420
Estabrook Capital Management
New York
$367K -$1.92K -9 -0.5%
KCM
1421
KRS Capital Management
Michigan
$367K -$178K -836 -33%
CSPAM
1422
Cary Street Partners Asset Management
Virginia
$366K – – –
WA1
1423
Wimmer Associates 1
California
$362K – – –
FUBT
1424
First United Bank & Trust
Maryland
$362K – – –
MW
1425
Marcum Wealth
Ohio
$362K -$82.9K -389 -19%
55 56
57
58 59