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Waste Management

1,732 hedge funds and large institutions have $53.7B invested in Waste Management in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 636 increasing their positions, 671 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $621M | Put options by funds: $404M

27% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 102

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

1.53% more ownership

Funds ownership: 79.58%81.1% (+1.5%)

3% more capital invested

Capital invested by funds: $52B → $53.7B (+$1.69B)

0% less funds holding

Funds holding: 1,7371,732 (-5)

5% less repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 671

Holders
1,732
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
27.6%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
130
Increased
636
Reduced
671
Closed
102
Calls
$621M
Puts
$404M
Net Calls
+$217M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
1476
Lake Street Private Wealth
Illinois
$215K +$202K +1,320 New
CAG
1477
Crestwood Advisors Group
Massachusetts
$215K -$26.6K -174 -12%
BWM
1478
Blossom Wealth Management
California
$214K +$201K +1,311 New
CF
1479
Corrigan Financial
Rhode Island
$214K +$153 +1 +0.1%
VWA
1480
Visionary Wealth Advisors
Illinois
$214K -$87.1K -569 -30%
DFG
1481
Delta Financial Group
New Jersey
$213K +$200K +1,303 New
CWM
1482
Congress Wealth Management
Massachusetts
$213K -$20.2K -132 -9%
HCM
1483
Hilton Capital Management
New York
$212K
VI
1484
Versor Investments
New York
$212K -$358K -2,335 -64%
ABLA
1485
Alan B. Lancz & Associates
Ohio
$212K
ACIM
1486
Azimuth Capital Investment Management
Michigan
$212K
CA
1487
Calton & Associates
Florida
$212K -$4.9K -32 -2%
FNFDCM
1488
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$210K
WC
1489
Wexford Capital
Florida
$210K +$197K +1,287 New
PFM
1490
Parsec Financial Management
North Carolina
$209K +$196K +1,282 New
TFGT
1491
TS Financial Group (TSFG)
Illinois
$209K +$153 +1 +0.1%
WMA
1492
West Michigan Advisors
Michigan
$209K -$3.98K -26 -2%
SA
1493
Syntax Advisors
New York
$208K +$196K +1,277 New
VCG
1494
Vantage Consulting Group
Virginia
$208K +$196K +1,277 New
HCM
1495
Hollencrest Capital Management
California
$208K +$188K +1,227 +2,504%
ESCM
1496
Echo Street Capital Management
New York
$208K -$2.48M -16,222 -93%
BEI
1497
Benjamin Edwards Inc
Missouri
$208K -$601K -3,925 -76%
HWMG
1498
Hurlow Wealth Management Group
Indiana
$208K +$195K +1,273 New
GFPC
1499
Global Financial Private Client
Florida
$207K -$470K -3,067 -71%
GCA
1500
Genesee Capital Advisors
New York
$206K +$194K +1,265 New

WM Hedge Fund Activity: Q1 2023 in Review

1,732 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2023, worth a combined $53.7B — up 3.2% from $52B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new WM positions and 102 closed out — a net gain of 28 holders — while 636 added to existing stakes and 671 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $138M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $129M.

  • 1,732 institutional investors held Waste Management (WM) as of Q1 2023, down from 1,737 in Q4 2022.
  • Funds reported $53.7B of Waste Management stock for Q1 2023, up 3.2% quarter-over-quarter.
  • 130 funds opened new Waste Management positions in Q1 2023 and 102 closed out, a net change of +28 holders.
  • The largest Waste Management buyer in Q1 2023 was Capital Research Global Investors, an estimated $138M added.
  • The largest Waste Management seller in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $129M sold.

Based on aggregated 13F filings for Q1 2023.