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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
ORC
1451
O'Rourke & Company
Massachusetts
$290K +$168 +1 +0.1%
IAG
1452
Investment Advisory Group
Massachusetts
$289K +$838 +5 +0.3%
AWM
1453
Allen Wealth Management
North Carolina
$288K +$270K +1,609 New
AAM
1454
Auxier Asset Management
Oregon
$288K
BWM
1455
Baystate Wealth Management
Massachusetts
$287K +$1.01K +6 +0.4%
WA
1456
Wealth Alliance
New York
$286K -$5.03K -30 -2%
AFO
1457
Arrowroot Family Office
California
$284K +$16.9K +101 +7%
CWM
1458
Chesapeake Wealth Management
Virginia
$284K -$26K -155 -9%
PIP
1459
Peachtree Investment Partners
Florida
$283K
WIA
1460
Wetzel Investment Advisors
Indiana
$283K +$265K +1,579 New
NWM
1461
Northwest Wealth Management
Iowa
$283K +$23.5K +140 +10%
GIM
1462
Goelzer Investment Management
Indiana
$282K -$3.86K -23 -1%
CP
1463
Canopy Partners
Ohio
$282K +$264K +1,575 New
MRCM
1464
M&R Capital Management
New Jersey
$281K
CAM
1465
Carret Asset Management
New York
$279K
CWM
1466
Congress Wealth Management
Massachusetts
$279K +$3.19K +19 +1%
SWP
1467
Semus Wealth Partners
Florida
$278K +$13.1K +78 +5%
WGAM
1468
Wilkinson Global Asset Management
New York
$278K
GIS
1469
Grayhawk Investment Strategies
Alberta, Canada
$277K +$260K +1,549 New
AHB
1470
Abner Herrman & Brock
New Jersey
$277K +$2.18K +13 +0.8%
RZH
1471
Relyea Zuckerberg Hanson
Connecticut
$277K +$259K +1,544 New
DLCIG
1472
D.L. Carlson Investment Group
New Hampshire
$276K -$41.6K -248 -15%
HCM
1473
Hollencrest Capital Management
California
$275K +$43.8K +261 +20%
AFG
1474
Alterity Financial Group
Maine
$275K +$2.52K +15 +1%
PWP
1475
Phillips Wealth Planners
Mississippi
$275K +$30.5K +182 +14%

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.