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Waste Management
WM

Overview Fund Activity

1,734 hedge funds and large institutions have $49.4B invested in Waste Management in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 663 increasing their positions, 668 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
-27
Holders Change %
-1.53%
% of All Funds
27.65%
Holding in Top 10
27
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-41.3%
% of All Funds
0.43%
New
104
Increased
663
Reduced
668
Closed
114
Calls
$325M
Puts
$383M
Net Calls
-$57.8M
Net Calls Change
-$243M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$169M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$120M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$90M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$77.4M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$77M

Top Sellers

1
BlackRock
BlackRock
New York
-$142M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$122M
3
Lazard Asset Management
Lazard Asset Management
New York
-$107M
4
Two Sigma Investments
Two Sigma Investments
New York
-$74.4M
5
Bank of America
Bank of America
North Carolina
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1476
Insight Advisors
Pennsylvania
$213K +$457 +3 +0.2%
WMA
1477
Wealth Management Associates
New Jersey
$213K +$5.18K +34 +2%
CCA
1478
Childress Capital Advisors
Texas
$213K +$213K +1,397 New
AssetMark Inc
1479
AssetMark Inc
California
$212K +$16.2K +106 +8%
SIAP
1480
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$210K -$3.05K -20 -1%
AWM
1481
Avior Wealth Management
Nebraska
$210K +$76.8K +504 +58%
RA
1482
Rise Advisors
New York
$210K +$54.4K +357 +35%
EPWM
1483
Essex Private Wealth Management
Massachusetts
$209K -$8.38K -55 -4%
OA
1484
Operose Advisors
Wisconsin
$209K +$28K +184 +16%
CA
1485
CoreCap Advisors
Michigan
$209K +$209K +1,368 New
SFS
1486
Strategic Financial Services
New York
$208K -$113K -744 -35%
CD
1487
Chapin Davis
Maryland
$207K – – –
1W
1488
1776 Wealth
Georgia
$207K – – –
AL
1489
ADE LLC
Maryland
$207K – – –
FSA
1490
Fort Sheridan Advisors
Illinois
$207K – – –
PWP
1491
Phillips Wealth Planners
Mississippi
$206K -$3.93K -25 -2%
WC
1492
Woodstock Corp
Massachusetts
$206K -$3.96K -26 -2%
FF
1493
Financial Futures
New Jersey
$206K +$915 +6 +0.4%
Financial Engines Advisors
1494
Financial Engines Advisors
California
$206K – – –
LSPW
1495
Lake Street Private Wealth
Illinois
$206K +$2.16K +14 +1%
CWM
1496
Centurion Wealth Management
Virginia
$205K – – –
SOS
1497
Silver Oak Securities
Tennessee
$205K -$490K -3,213 -71%
EHC
1498
Everett Harris & Co
California
$205K – – –
SAM
1499
Summit Asset Management
Tennessee
$205K – – –
KCM
1500
Kanawha Capital Management
Virginia
$203K +$11.7K +77 +6%
58 59
60
61 62