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Waste Management

1,868 hedge funds and large institutions have $59.6B invested in Waste Management in 2023 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 630 increasing their positions, 713 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 85

72% more call options, than puts

Call options by funds: $418M | Put options by funds: $243M

32% more funds holding in top 10

Funds holding in top 10: 2837 (+9)

20% more capital invested

Capital invested by funds: $49.6B → $59.6B (+$10.1B)

7% more funds holding

Funds holding: 1,7441,868 (+124)

2.69% more ownership

Funds ownership: 80.02%82.7% (+2.7%)

12% less repeat investments, than reductions

Existing positions increased: 630 | Existing positions reduced: 713

Holders
1,868
Holders Change
+124
Holders Change %
+7.11%
% of All Funds
27.23%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.54%
New
234
Increased
630
Reduced
713
Closed
85
Calls
$418M
Puts
$243M
Net Calls
+$174M
Net Calls Change
+$232M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1426
Legacy Financial Advisors
Kentucky
$301K +$30.2K +180 +12%
WIA
1427
World Investment Advisors
California
$300K +$45.1K +269 +19%
Capstone Investment Advisors
1428
Capstone Investment Advisors
New York
$299K -$35.2K -210 -11%
AIFAIM
1429
American Institute for Advanced Investment Management
Arizona
$298K -$25.5K -152 -8%
TFP
1430
Tilia Fiduciary Partners
North Carolina
$298K -$65.1K -388 -19%
HIC
1431
Holderness Investments Company
North Carolina
$297K
QWP
1432
Quotient Wealth Partners
Texas
$297K +$278K +1,659 New
VDI
1433
Vaughan David Investments
Illinois
$297K -$7.88K -47 -3%
FBFS
1434
First Business Financial Services
Wisconsin
$297K +$15.4K +92 +6%
AWA
1435
Amplius Wealth Advisors
Pennsylvania
$296K +$168 +1 +0.1%
EBSAM
1436
Eubel Brady & Suttman Asset Management
Ohio
$296K +$503 +3 +0.2%
JSW
1437
Journey Strategic Wealth
New Jersey
$296K -$1.34K -8 -0.5%
DA
1438
Drake & Associates
Wisconsin
$296K +$9.22K +55 +3%
BFA
1439
Bragg Financial Advisors
North Carolina
$295K -$57.8K -345 -17%
GG
1440
Gleason Group
Kentucky
$295K +$1.17K +7 +0.4%
AWM
1441
Avior Wealth Management
Nebraska
$294K +$44.3K +264 +19%
PHK
1442
Point72 Hong Kong
Hong Kong
$294K +$275K +1,642 New
PFBT
1443
Parkside Financial Bank & Trust
Missouri
$294K +$86.4K +515 +46%
WMA
1444
West Michigan Advisors
Michigan
$293K +$274K +1,636 New
FNFDCM
1445
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$292K
NAMP
1446
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$292K
HBT
1447
Heartland Bank & Trust
Illinois
$292K +$671 +4 +0.2%
CSIC
1448
Clifford Swan Investment Counsel
California
$292K -$8.38K -50 -3%
WA
1449
Waverly Advisors
Alabama
$291K -$7.21K -43 -3%
KFS
1450
Kurt F. Somerville
$290K -$1.68K -10 -0.6%

WM Hedge Fund Activity: Q4 2023 in Review

1,868 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2023, worth a combined $59.6B — up 20% from $49.6B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new WM positions and 85 closed out — a net gain of 149 holders — while 630 added to existing stakes and 713 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.27B. The largest seller was Capital Research Global Investors, cutting an estimated $170M.

  • 1,868 institutional investors held Waste Management (WM) as of Q4 2023, up from 1,744 in Q3 2023.
  • Funds reported $59.6B of Waste Management stock for Q4 2023, up 20% quarter-over-quarter.
  • 234 funds opened new Waste Management positions in Q4 2023 and 85 closed out, a net change of +149 holders.
  • The largest Waste Management buyer in Q4 2023 was Morgan Stanley, an estimated $1.27B added.
  • The largest Waste Management seller in Q4 2023 was Capital Research Global Investors, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2023.