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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 %
PWM
1476
PBMares Wealth Management
Virginia
$325K +$75.6K +364 +30%
BFG
1477
Berger Financial Group
Minnesota
$324K +$1.66K +8 +0.5%
BA
1478
Ballast Advisors
Minnesota
$324K +$19.3K +93 +6%
FA
1479
Fermata Advisors
California
$324K +$26.8K +129 +9%
BMCM
1480
Bryn Mawr Capital Management
Pennsylvania
$322K +$22.8K +110 +8%
CWM
1481
Chesapeake Wealth Management
Virginia
$319K +$13.5K +65 +4%
AWAG
1482
ARS Wealth Advisors Group
Florida
$319K -$8.51K -41 -3%
AFO
1483
Arrowroot Family Office
California
$317K -$7.89K -38 -2%
WDC
1484
Woodward Diversified Capital
California
$317K -$9.97K -48 -3%
AHB
1485
Abner Herrman & Brock
New Jersey
$317K – – –
AWM
1486
Aviso Wealth Management
Washington
$317K -$75.2K -362 -19%
RWP
1487
Ridgecrest Wealth Partners
California
$317K – – –
CWM
1488
Congress Wealth Management
Massachusetts
$316K +$32K +154 +11%
MA
1489
MBA Advisors
Pennsylvania
$316K +$37.2K +179 +13%
EC
1490
EntryPoint Capital
New York
$314K +$314K +1,514 New
AFG
1491
Allegheny Financial Group
Pennsylvania
$314K +$314K +1,514 New
LWP
1492
LMG Wealth Partners
Louisiana
$314K -$1.41M -6,767 -82%
OPPS
1493
Obsidian Personal Planning Solutions
Maryland
$313K – – –
SPA
1494
Sherbrooke Park Advisers
New York
$312K +$312K +1,505 New
AGWCA
1495
Annis Gardner Whiting Capital Advisors
Florida
$312K -$20.3K -98 -6%
KCM
1496
KRS Capital Management
Michigan
$312K -$54K -260 -15%
LAS
1497
LWM Advisory Services
Florida
$311K – – –
HA
1498
HC Advisors
Georgia
$311K – – –
TCWM
1499
Total Clarity Wealth Management
Illinois
$310K -$38.4K -185 -11%
PF
1500
Phoenix Financial
Israel
$309K +$26.8K +129 +10%
58 59
60
61 62