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Waste Management
WM

Overview Fund Activity

1,724 hedge funds and large institutions have $53.5B invested in Waste Management in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 631 increasing their positions, 669 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
27.59%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.58%
New
130
Increased
631
Reduced
669
Closed
102
Calls
$621M
Puts
$404M
Net Calls
+$217M
Net Calls Change
+$177M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$148M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$127M
3
Citadel Advisors
Citadel Advisors
Florida
+$105M
4
Millennium Management
Millennium Management
New York
+$105M
5
ATN
AMF Tjänstepension
Sweden
+$102M

Top Sellers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$137M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$109M
3
State Street
State Street
Massachusetts
-$89.1M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$78.9M
5
Morgan Stanley
Morgan Stanley
New York
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1426
Sigma Investment Counselors
Michigan
$234K +$326 +2 +0.1%
DE
1427
Day & Ennis
Georgia
$233K – – –
PFBT
1428
Parkside Financial Bank & Trust
Missouri
$233K -$55.3K -339 -19%
PIA
1429
Powell Investment Advisors
Florida
$233K – – –
CRIG
1430
Charter Research & Investment Group
Connecticut
$233K – – –
EPWM
1431
Essex Private Wealth Management
Massachusetts
$233K – – –
CAL
1432
Capital Advisors Ltd
Ohio
$232K -$11.4K -70 -5%
MSFS
1433
Main Street Financial Solutions
Pennsylvania
$230K -$117K -713 -34%
WC
1434
Woodstock Corp
Massachusetts
$230K -$32.8K -201 -13%
SMA
1435
Sage Mountain Advisors
Georgia
$229K +$229K +1,403 New
DAM
1436
Diamant Asset Management
Connecticut
$229K – – –
GSEP
1437
Golden State Equity Partners
California
$229K +$229K +1,401 New
SIAP
1438
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$228K +$163 +1 +0.1%
MWM
1439
Merriman Wealth Management
Washington
$228K -$11.1K -68 -5%
LWCFA
1440
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K -$19.9K -122 -8%
RWB
1441
RMR Wealth Builders
New Jersey
$227K -$2.94K -18 -1%
LFA
1442
Legacy Financial Advisors
Kentucky
$226K -$326 -2 -0.1%
PCS
1443
Personal CFO Solutions
New Jersey
$225K +$10.6K +65 +5%
DMBA
1444
Deseret Mutual Benefit Administrators
Utah
$224K -$8.32K -51 -4%
GIP
1445
Greatmark Investment Partners
Georgia
$224K – – –
SF
1446
Summit Financial
New Jersey
$224K +$5.71K +35 +3%
CFA
1447
Compass Financial Advisors
Indiana
$224K +$489 +3 +0.2%
CFP
1448
Catalyst Financial Partners
Massachusetts
$222K -$1.31K -8 -0.6%
HCM
1449
Highlander Capital Management
New Jersey
$222K – – –
AL
1450
ADE LLC
Maryland
$222K – – –
56 57
58
59 60