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Waste Management
WM

Overview Fund Activity

1,959 hedge funds and large institutions have $68.7B invested in Waste Management in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 674 increasing their positions, 771 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,959
Holders Change
+100
Holders Change %
+5.38%
% of All Funds
28.4%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.77%
New
216
Increased
674
Reduced
771
Closed
89
Calls
$404M
Puts
$420M
Net Calls
-$15.7M
Net Calls Change
-$190M

Top Buyers

1
BPC
Banque Pictet & Cie
Switzerland
+$382M
2
SGA
Sustainable Growth Advisers
Connecticut
+$301M
3
Capital World Investors
Capital World Investors
California
+$278M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$240M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.56B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$186M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$161M
4
ATN
AMF Tjänstepension
Sweden
-$154M
5
Swedbank
Swedbank
Sweden
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1451
Cook Wealth
North Carolina
$345K – – –
FIA
1452
Foundations Investment Advisors
Arizona
$344K -$239K -1,122 -41%
TCWM
1453
Total Clarity Wealth Management
Illinois
$343K +$22.6K +106 +7%
AAM
1454
Auxier Asset Management
Oregon
$343K – – –
AGWCA
1455
Annis Gardner Whiting Capital Advisors
Florida
$341K +$86.1K +404 +34%
AFO
1456
Arrowroot Family Office
California
$339K +$213 +1 +0.1%
CWM
1457
Chesapeake Wealth Management
Virginia
$337K -$426 -2 -0.1%
WA
1458
Wealth Alliance
New York
$336K -$4.26K -20 -1%
NWM
1459
Northwest Wealth Management
Iowa
$336K -$639 -3 -0.2%
JSW
1460
Journey Strategic Wealth
New Jersey
$335K -$16.8K -79 -5%
CA
1461
Crewe Advisors
Utah
$334K +$334K +1,569 New
CWM
1462
Circle Wealth Management
New Jersey
$333K +$26.9K +126 +9%
RZH
1463
Relyea Zuckerberg Hanson
Connecticut
$333K +$4.05K +19 +1%
CAM
1464
Carret Asset Management
New York
$332K – – –
AC
1465
Avestar Capital
New York
$332K +$332K +1,556 New
MCM
1466
Mattern Capital Management
Colorado
$331K +$331K +1,554 New
SAI
1467
Savvy Advisors Inc
New York
$331K -$53.9K -253 -14%
PCS
1468
Personal CFO Solutions
New Jersey
$330K +$33K +155 +11%
QPW
1469
Quantum Private Wealth
Florida
$329K +$4.26K +20 +1%
DA
1470
Drake & Associates
Wisconsin
$329K -$23.5K -110 -7%
TC
1471
Trilogy Capital
California
$329K +$329K +1,542 New
PDL
1472
Portfolio Design Labs
California
$328K -$184K -865 -36%
CFD
1473
Creative Financial Designs
Indiana
$328K +$72.7K +341 +28%
CG
1474
Cynosure Group
Utah
$327K +$327K +1,536 New
AWAG
1475
ARS Wealth Advisors Group
Florida
$326K +$213 +1 +0.1%
57 58
59
60 61