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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
AWAG
1476
ARS Wealth Advisors Group
Florida
$274K +$256K +1,529 New
DFG
1477
Delta Financial Group
New Jersey
$274K -$100K -599 -28%
QPW
1478
Quantum Private Wealth
Florida
$273K -$838 -5 -0.3%
RWP
1479
Ridgecrest Wealth Partners
California
$273K
WP
1480
Westmount Partners
California
$273K +$17.6K +105 +7%
ES
1481
ETF Store
Kansas
$273K +$671 +4 +0.3%
RA
1482
Rise Advisors
New York
$273K +$24.5K +146 +11%
DWM
1483
Dogwood Wealth Management
Kansas
$271K +$254K +1,516 New
HCM
1484
Highlander Capital Management
New Jersey
$271K
HA
1485
HC Advisors
Georgia
$271K +$2.01K +12 +0.8%
HL
1486
HeadInvest LLC
Maine
$270K
QWM
1487
Quaker Wealth Management
New Jersey
$270K
TCWM
1488
Total Clarity Wealth Management
Illinois
$269K +$3.02K +18 +1%
LAS
1489
LWM Advisory Services
Florida
$269K
BSB
1490
Bangor Savings Bank
Maine
$268K -$14.4K -86 -5%
TIMH
1491
Tilt Investment Management Holdings
New York
$267K -$2.04M -12,179 -89%
OPPS
1492
Obsidian Personal Planning Solutions
Maryland
$267K
C
1493
Certuity
Florida
$267K +$250K +1,488 New
CAWM
1494
Capital Advisors Wealth Management
Washington
$266K +$671 +4 +0.3%
FNC
1495
First National Corp
Massachusetts
$265K -$168 -1 -0.1%
VWM
1496
Vigilare Wealth Management
Arizona
$265K -$1.01K -6 -0.4%
GD
1497
Grandfield & Dodd
New York
$264K
Financial Engines Advisors
1498
Financial Engines Advisors
California
$264K +$20.5K +122 +9%
MCM
1499
Manchester Capital Management
Vermont
$262K +$6.04K +36 +3%
SIC
1500
Sigma Investment Counselors
Michigan
$262K

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.