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Waste Management
WM

Overview Fund Activity

1,987 hedge funds and large institutions have $68.8B invested in Waste Management in 2024 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 792 increasing their positions, 706 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+28
Holders Change %
+1.43%
% of All Funds
28.9%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.73%
New
140
Increased
792
Reduced
706
Closed
83
Calls
$313M
Puts
$209M
Net Calls
+$104M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$405M
2
Swedbank
Swedbank
Sweden
+$225M
3
Barclays
Barclays
United Kingdom
+$201M
4
UBS AM
UBS AM
Illinois
+$188M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$165M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$563M
2
Capital World Investors
Capital World Investors
California
-$442M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$192M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$187M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONST
1401
Old North State Trust
North Carolina
$399K -$1.49K -7 -0.4%
CA
1402
Callahan Advisors
Texas
$399K +$213 +1 +0.1%
RWP
1403
Revolve Wealth Partners
New Jersey
$396K -$640 -3 -0.2%
MSFP
1404
Mark Sheptoff Financial Planning
Connecticut
$395K – – –
MWA
1405
Meridian Wealth Advisors
Texas
$394K +$427 +2 +0.1%
RT
1406
Rockland Trust
Massachusetts
$394K +$21.3K +100 +6%
CG
1407
Cynosure Group
Utah
$394K +$66.6K +312 +20%
OWM
1408
OneAscent Wealth Management
Alabama
$394K +$394K +1,849 New
CAWM
1409
Capital Advisors Wealth Management
Washington
$394K +$70.2K +329 +22%
SC
1410
Saturna Capital
Washington
$392K -$69.1K -324 -15%
GCP
1411
GSA Capital Partners
United Kingdom
$392K +$38.4K +180 +11%
CFD
1412
Creative Financial Designs
Indiana
$390K +$61.7K +289 +19%
MG
1413
Mather Group
Illinois
$389K +$187K +876 +92%
LFP
1414
Lakeshore Financial Planning
Michigan
$388K – – –
DJSG
1415
D.J. St. Germain
Massachusetts
$388K – – –
LFG
1416
Larson Financial Group
Missouri
$387K +$125K +584 +48%
AG
1417
AlTi Global
New York
$384K +$101K +473 +36%
SWM
1418
Sculati Wealth Management
Michigan
$382K – – –
APA
1419
Astoria Portfolio Advisors
New York
$380K +$148K +692 +64%
SIM
1420
Sentry Investment Management
Wisconsin
$379K -$32.8K -154 -8%
ARG
1421
Advisory Resource Group
Oklahoma
$379K +$213 +1 +0.1%
SOS
1422
Silver Oak Securities
Tennessee
$378K -$17.9K -84 -5%
BSHC
1423
Breed's Hill Capital
Massachusetts
$378K – – –
OR
1424
Olympiad Research
Connecticut
$378K +$378K +1,772 New
AL
1425
Aspiriant LLC
California
$376K -$98.8K -463 -21%
55 56
57
58 59