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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 %
SLWA
1451
San Luis Wealth Advisors
California
$340K +$340K +1,636 New
BFIM
1452
Beese Fulmer Investment Management
Ohio
$339K – – –
IAG
1453
Investment Advisory Group
Massachusetts
$339K +$1.66K +8 +0.5%
PB
1454
Pinnacle Bancorp
Nebraska
$339K – – –
FUBT
1455
First United Bank & Trust
Maryland
$338K – – –
FNFDCM
1456
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$338K – – –
AWM
1457
Allen Wealth Management
North Carolina
$338K – – –
ORC
1458
O'Rourke & Company
Massachusetts
$337K +$623 +3 +0.2%
AT
1459
Arlington Trust
Alabama
$337K – – –
SWM
1460
Stockman Wealth Management
Montana
$336K -$191K -922 -36%
CW
1461
CreativeOne Wealth
Kansas
$335K +$51.7K +249 +18%
DAC
1462
Dividend Assets Capital
South Carolina
$335K – – –
WIA
1463
Wetzel Investment Advisors
Indiana
$334K +$43.6K +210 +15%
CAM
1464
Carret Asset Management
New York
$334K +$10.4K +50 +3%
AAM
1465
Auxier Asset Management
Oregon
$334K – – –
CASB
1466
Cape Ann Savings Bank
Massachusetts
$333K -$16.2K -78 -5%
CAM
1467
Cidel Asset Management
Ontario, Canada
$332K -$12K -58 -4%
HBT
1468
Heartland Bank & Trust
Illinois
$331K -$8.3K -40 -2%
TFP
1469
Tilia Fiduciary Partners
North Carolina
$331K +$5.61K +27 +2%
LAM
1470
L2 Asset Management
Massachusetts
$330K +$11K +53 +3%
NWM
1471
Northwest Wealth Management
Iowa
$328K – – –
DFG
1472
Delta Financial Group
New Jersey
$328K +$3.33K +16 +1%
SAM
1473
Sawgrass Asset Management
Florida
$328K – – –
DFCM
1474
Dark Forest Capital Management
Puerto Rico
$326K +$86.2K +415 +36%
MYIA
1475
Mount Yale Investment Advisors
Colorado
$325K -$40.5K -195 -11%
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59
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