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Waste Management
WM

Overview Fund Activity

1,734 hedge funds and large institutions have $49.4B invested in Waste Management in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 663 increasing their positions, 668 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
-27
Holders Change %
-1.53%
% of All Funds
27.65%
Holding in Top 10
27
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-41.3%
% of All Funds
0.43%
New
104
Increased
663
Reduced
668
Closed
114
Calls
$325M
Puts
$383M
Net Calls
-$57.8M
Net Calls Change
-$243M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$169M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$120M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$90M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$77.4M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$77M

Top Sellers

1
BlackRock
BlackRock
New York
-$142M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$122M
3
Lazard Asset Management
Lazard Asset Management
New York
-$107M
4
Two Sigma Investments
Two Sigma Investments
New York
-$74.4M
5
Bank of America
Bank of America
North Carolina
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHB
1426
Abner Herrman & Brock
New Jersey
$234K -$16.8K -110 -7%
QPW
1427
Quantum Private Wealth
Florida
$233K – – –
RWP
1428
Ridgecrest Wealth Partners
California
$232K – – –
RWP
1429
Revolve Wealth Partners
New Jersey
$232K +$305 +2 +0.1%
LWCFA
1430
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$232K – – –
AFG
1431
Alterity Financial Group
Maine
$231K +$3.2K +21 +1%
FWM
1432
Fairhaven Wealth Management
Illinois
$231K – – –
FFA
1433
Farther Finance Advisors
California
$231K +$31.2K +205 +16%
HCM
1434
Highlander Capital Management
New Jersey
$230K +$22.8K +150 +11%
QWM
1435
Quaker Wealth Management
New Jersey
$230K – – –
HA
1436
HC Advisors
Georgia
$229K -$1.52K -10 -0.7%
LAS
1437
LWM Advisory Services
Florida
$229K – – –
LFA
1438
Legacy Financial Advisors
Kentucky
$229K +$32K +210 +16%
HL
1439
HeadInvest LLC
Maine
$228K – – –
BFAG
1440
Blackston Financial Advisory Group
Florida
$228K +$14.9K +98 +7%
BPWM
1441
Badgley Phelps Wealth Managers
Washington
$228K -$3.97K -26 -2%
OPPS
1442
Obsidian Personal Planning Solutions
Maryland
$227K -$4.57K -30 -2%
AFO
1443
Arrowroot Family Office
California
$227K -$22.7K -149 -9%
TCWM
1444
Total Clarity Wealth Management
Illinois
$226K -$57.5K -377 -20%
VWM
1445
Vigilare Wealth Management
Arizona
$226K -$19.8K -130 -8%
CWM
1446
Circle Wealth Management
New Jersey
$226K +$226K +1,482 New
CAWM
1447
Capital Advisors Wealth Management
Washington
$226K +$457 +3 +0.2%
FNC
1448
First National Corp
Massachusetts
$226K -$27.6K -181 -11%
GD
1449
Grandfield & Dodd
New York
$225K – – –
SWP
1450
Semus Wealth Partners
Florida
$225K -$9.6K -63 -4%
56 57
58
59 60