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Waste Management
WM

Overview Fund Activity

1,537 hedge funds and large institutions have $46.6B invested in Waste Management in 2021 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 593 increasing their positions, 532 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+23
Holders Change %
+1.52%
% of All Funds
26.99%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.51%
New
116
Increased
593
Reduced
532
Closed
71
Calls
$294M
Puts
$341M
Net Calls
-$46.9M
Net Calls Change
-$138M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$148M
2
Bank of America
Bank of America
North Carolina
+$104M
3
OAC
OMERS Administration Corp
Ontario, Canada
+$76.9M
4
Capital World Investors
Capital World Investors
California
+$74.9M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$62.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$213M
2
Two Sigma Investments
Two Sigma Investments
New York
-$126M
3
State Street
State Street
Massachusetts
-$105M
4
Citadel Advisors
Citadel Advisors
Florida
-$90.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
1426
Total Clarity Wealth Management
Illinois
$63K +$63K +421 New
LC
1427
Lindbrook Capital
California
$62K +$2.55K +17 +4%
TFM
1428
TFC Financial Management
Massachusetts
$61K – – –
WBC
1429
West Branch Capital
Massachusetts
$61K – – –
SN
1430
Sittner & Nelson
Oregon
$61K – – –
CFA
1431
Cahill Financial Advisors
Minnesota
$61K +$61K +406 New
OIA
1432
Optimum Investment Advisors
Illinois
$60K -$37.5K -250 -38%
LWM
1433
Liberty Wealth Management
California
$60K +$296 +2 +0.5%
PGAM
1434
Princeton Global Asset Management
New Jersey
$60K +$22.5K +150 +60%
CIA
1435
Cascade Investment Advisors
Oregon
$59.7K – – –
SWM
1436
Sugarloaf Wealth Management
Georgia
$58K -$39K -262 -40%
AWM
1437
Avior Wealth Management
Nebraska
$58K +$149 +1 +0.3%
TC
1438
Trust Company
Kansas
$57K – – –
CAGAS
1439
Capital Advisory Group Advisory Services
Minnesota
$55K – – –
NFSG
1440
Newbridge Financial Services Group
Florida
$55K – – –
KFI
1441
Key Financial Inc
Pennsylvania
$54K – – –
BEI
1442
Benjamin Edwards Inc
Missouri
$54K +$1.04K +7 +2%
HFS
1443
HBC Financial Services
Washington
$54K +$2.35K +50 +5%
HWMA
1444
Heritage Wealth Management (Arizona)
Arizona
$52K – – –
SIS
1445
Sound Income Strategies
Florida
$50K +$42.5K +287 +563%
WQ
1446
Wealth Quarterback
New Jersey
$49K +$152 +1 +0.3%
POIA
1447
Pin Oak Investment Advisors
Texas
$48K – – –
CB
1448
CNB Bank
Pennsylvania
$46K – – –
HWM
1449
Holloway Wealth Management
Florida
$45K -$42K – –
PSB
1450
Piscataqua Savings Bank
New Hampshire
$45K – – –
56 57
58
59 60