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Waste Management
WM

Overview Fund Activity

1,979 hedge funds and large institutions have $65.5B invested in Waste Management in 2024 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 788 increasing their positions, 708 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,979
Holders Change
-8
Holders Change %
-0.4%
% of All Funds
28.62%
Holding in Top 10
36
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28%
% of All Funds
0.52%
New
126
Increased
788
Reduced
708
Closed
106
Calls
$259M
Puts
$347M
Net Calls
-$87.9M
Net Calls Change
-$192M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$286M
2
Swedbank
Swedbank
Sweden
+$147M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$145M
4
Parnassus Investments
Parnassus Investments
California
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$103M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$623M
2
ATN
AMF Tjänstepension
Sweden
-$287M
3
APG Asset Management
APG Asset Management
Netherlands
-$167M
4
BlackRock
BlackRock
New York
-$163M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1426
Wealth Architects
California
$360K +$415 +2 +0.1%
TNBTD
1427
Trustmark National Bank Trust Department
Mississippi
$360K +$85.1K +410 +31%
FHC
1428
Forest Hill Capital
Arkansas
$359K – – –
BOS
1429
Bank of Stockton
California
$358K -$66.6K -321 -16%
CCB
1430
Cutter & Co Brokerage
Missouri
$356K -$45.1K -217 -11%
LFA
1431
Legacy Financial Advisors
Kentucky
$353K -$1.66K -8 -0.5%
WA1
1432
Wimmer Associates 1
California
$353K – – –
BFO
1433
Biltmore Family Office
North Carolina
$353K +$31.1K +150 +10%
ACS
1434
Archford Capital Strategies
Illinois
$352K -$10.7K -50 -3%
LS
1435
Leelyn Smith
Illinois
$351K – – –
FBT
1436
First Bankers Trust
Kentucky
$351K -$357K -1,721 -50%
ARG
1437
Advisory Resource Group
Oklahoma
$351K -$17.6K -85 -5%
PWA
1438
Prairie Wealth Advisors
Nebraska
$350K -$8.3K -40 -2%
RZH
1439
Relyea Zuckerberg Hanson
Connecticut
$349K +$2.7K +13 +0.8%
SI
1440
Seeds Investor
New York
$349K -$72.7K -350 -17%
PP
1441
PDS Planning
Ohio
$346K +$5.4K +26 +2%
GG
1442
Gleason Group
Kentucky
$346K +$1.25K +6 +0.4%
TCBWMS
1443
Texas Capital Bank Wealth Management Services
Texas
$346K -$1.04K -5 -0.3%
FBFS
1444
First Business Financial Services
Wisconsin
$344K – – –
LC
1445
Lavaca Capital
Texas
$343K -$642K -3,094 -65%
MWM
1446
Modern Wealth Management
Kansas
$343K +$77.4K +373 +29%
ECM
1447
Estabrook Capital Management
New York
$343K -$1.25K -6 -0.4%
AWA
1448
Amplius Wealth Advisors
Pennsylvania
$342K – – –
MRC
1449
Millburn Ridgefield Corp
New York
$342K +$302K +1,453 +741%
PFA
1450
Pure Financial Advisors
California
$341K +$57.7K +278 +20%
56 57
58
59 60