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Waste Management

1,999 hedge funds and large institutions have $69.1B invested in Waste Management in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 798 increasing their positions, 709 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 85

50% more call options, than puts

Call options by funds: $313M | Put options by funds: $209M

13% more repeat investments, than reductions

Existing positions increased: 798 | Existing positions reduced: 709

1% more funds holding

Funds holding: 1,9711,999 (+28)

0% more capital invested

Capital invested by funds: $69.1B → $69.1B (+$15.5M)

0.13% less ownership

Funds ownership: 80.98%80.85% (-0.13%)

6% less funds holding in top 10

Funds holding in top 10: 5451 (-3)

Holders
1,999
Holders Change
+28
Holders Change %
+1.42%
% of All Funds
28.87%
Holding in Top 10
51
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.56%
% of All Funds
0.74%
New
141
Increased
798
Reduced
709
Closed
85
Calls
$313M
Puts
$209M
Net Calls
+$104M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1401
Aviso Wealth Management
Washington
$403K -$2.49K -12 -0.6%
AssetMark Inc
1402
AssetMark Inc
California
$402K +$46.6K +224 +13%
RWI
1403
Red Wave Investments
Pennsylvania
$402K -$2.08K -10 -0.5%
SEP
1404
Southland Equity Partners
Missouri
$402K -$2.7K -13 -0.7%
CIC
1405
Crawford Investment Counsel
Georgia
$402K +$392K +1,885 New
TVAMP
1406
Tennessee Valley Asset Management Partners
Tennessee
$402K +$1.46K +7 +0.4%
UF
1407
Univest Financial
Pennsylvania
$402K -$38.5K -185 -9%
AIA
1408
Alera Investment Advisors
Illinois
$399K -$26.6K -128 -6%
FWTB
1409
First Western Trust Bank
Colorado
$399K -$9.35K -45 -2%
ONST
1410
Old North State Trust
North Carolina
$399K -$1.46K -7 -0.4%
CA
1411
Callahan Advisors
Texas
$399K +$208 +1 +0.1%
RWP
1412
Revolve Wealth Partners
New Jersey
$396K -$624 -3 -0.2%
MSFP
1413
Mark Sheptoff Financial Planning
Connecticut
$395K
MWA
1414
Meridian Wealth Advisors
Texas
$394K +$416 +2 +0.1%
RT
1415
Rockland Trust
Massachusetts
$394K +$20.8K +100 +6%
CG
1416
Cynosure Group
Utah
$394K +$64.9K +312 +20%
OWM
1417
OneAscent Wealth Management
Alabama
$394K +$384K +1,849 New
CAWM
1418
Capital Advisors Wealth Management
Washington
$394K +$68.4K +329 +22%
SC
1419
Saturna Capital
Washington
$392K -$67.4K -324 -15%
GCP
1420
GSA Capital Partners
United Kingdom
$392K +$37.4K +180 +11%
CFD
1421
Creative Financial Designs
Indiana
$390K +$60.1K +289 +19%
MG
1422
Mather Group
Illinois
$389K +$182K +876 +92%
LFP
1423
Lakeshore Financial Planning
Michigan
$388K
DJSG
1424
D.J. St. Germain
Massachusetts
$388K
LFG
1425
Larson Financial Group
Missouri
$387K +$121K +584 +48%

WM Hedge Fund Activity: Q2 2024 in Review

1,999 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2024, worth a combined $69.1B — up 0.02% from $69.1B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new WM positions and 85 closed out — a net gain of 56 holders — while 798 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $395M. The largest seller was Capital Research Global Investors, cutting an estimated $548M.

  • 1,999 institutional investors held Waste Management (WM) as of Q2 2024, up from 1,971 in Q1 2024.
  • Funds reported $69.1B of Waste Management stock for Q2 2024, up 0.02% quarter-over-quarter.
  • 141 funds opened new Waste Management positions in Q2 2024 and 85 closed out, a net change of +56 holders.
  • The largest Waste Management buyer in Q2 2024 was BlackRock, an estimated $395M added.
  • The largest Waste Management seller in Q2 2024 was Capital Research Global Investors, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2024.