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Waste Management

1,744 hedge funds and large institutions have $49.6B invested in Waste Management in 2023 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 667 increasing their positions, 671 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 80%80.02% (+0.02%)

1% less repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 671

8% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 114

1% less funds holding

Funds holding: 1,7701,744 (-26)

12% less capital invested

Capital invested by funds: $56.5B → $49.6B (-$6.88B)

15% less call options, than puts

Call options by funds: $325M | Put options by funds: $383M

40% less funds holding in top 10

Funds holding in top 10: 4728 (-19)

Holders
1,744
Holders Change
-26
Holders Change %
-1.47%
% of All Funds
27.67%
Holding in Top 10
28
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-40.43%
% of All Funds
0.44%
New
105
Increased
667
Reduced
671
Closed
114
Calls
$325M
Puts
$383M
Net Calls
-$57.8M
Net Calls Change
-$243M
Name Holding Trade Value Shares
Change
Change in
Stake
OPPS
1451
Obsidian Personal Planning Solutions
Maryland
$227K -$4.85K -30 -2%
AFO
1452
Arrowroot Family Office
California
$227K -$24.1K -149 -9%
TCWM
1453
Total Clarity Wealth Management
Illinois
$226K -$61K -377 -20%
VWM
1454
Vigilare Wealth Management
Arizona
$226K -$21K -130 -8%
CWM
1455
Circle Wealth Management
New Jersey
$226K +$240K +1,482 New
CAWM
1456
Capital Advisors Wealth Management
Washington
$226K +$485 +3 +0.2%
FNC
1457
First National Corp
Massachusetts
$226K -$29.3K -181 -11%
GD
1458
Grandfield & Dodd
New York
$225K
SWP
1459
Semus Wealth Partners
Florida
$225K -$10.2K -63 -4%
GLLW
1460
Graves Light Lenhart Wealth
Virginia
$223K
SIC
1461
Sigma Investment Counselors
Michigan
$223K
GKWIM
1462
Gerber Kawasaki Wealth & Investment Management
California
$223K +$40.1K +248 +20%
BFG
1463
Berger Financial Group
Minnesota
$222K -$8.74K -54 -4%
CC
1464
Cannell & Co
New York
$221K
BIM
1465
Bridges Investment Management
Nebraska
$221K -$64.7K -400 -22%
HC
1466
Hamilton Capital
Ohio
$220K +$28.6K +177 +14%
NJBEST
1467
New Jersey Better Educational Savings Trust
New Jersey
$220K
WDC
1468
Woodward Diversified Capital
California
$220K
NWM
1469
Northwest Wealth Management
Iowa
$219K
GWS
1470
Glassman Wealth Services
Virginia
$218K +$7.93K +49 +4%
MCM
1471
Manchester Capital Management
Vermont
$218K +$15.9K +98 +7%
DE
1472
Day & Ennis
Georgia
$218K
PIA
1473
Powell Investment Advisors
Florida
$218K
CRIG
1474
Charter Research & Investment Group
Connecticut
$217K
BWM
1475
Blossom Wealth Management
California
$217K +$1.62K +10 +0.7%

WM Hedge Fund Activity: Q3 2023 in Review

1,744 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q3 2023, worth a combined $49.6B — down 12% from $56.5B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of WM and 105 opened new positions — a net loss of 9 holders — while 671 trimmed existing stakes and 667 added.

The largest buyer was Aberdeen Group, adding an estimated $179M. The largest seller was BlackRock, cutting an estimated $151M.

  • 1,744 institutional investors held Waste Management (WM) as of Q3 2023, down from 1,770 in Q2 2023.
  • Funds reported $49.6B of Waste Management stock for Q3 2023, down 12% quarter-over-quarter.
  • 105 funds opened new Waste Management positions in Q3 2023 and 114 closed out, a net change of -9 holders.
  • The largest Waste Management buyer in Q3 2023 was Aberdeen Group, an estimated $179M added.
  • The largest Waste Management seller in Q3 2023 was BlackRock, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2023.