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Waste Management
WM

Overview Fund Activity

1,761 hedge funds and large institutions have $56.2B invested in Waste Management in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 633 increasing their positions, 700 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+37
Holders Change %
+2.15%
% of All Funds
27.77%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.73%
New
122
Increased
633
Reduced
700
Closed
76
Calls
$451M
Puts
$266M
Net Calls
+$185M
Net Calls Change
-$31.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$388M
2
ATN
AMF Tjänstepension
Sweden
+$101M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$82M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$78.3M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$71.9M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$333M
2
Bank of America
Bank of America
North Carolina
-$251M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$176M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$164M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
1501
Capital Planning Advisors
California
$219K -$36.1K -208 -14%
LWM
1502
Laidlaw Wealth Management
New York
$218K -$16.7K -96 -7%
WMA
1503
West Michigan Advisors
Michigan
$218K -$3.64K -21 -2%
LAM
1504
LifePro Asset Management
California
$218K +$218K +1,255 New
KCM
1505
Kanawha Capital Management
Virginia
$218K – – –
LG
1506
LaFleur & Godfrey
Michigan
$217K – – –
GFPC
1507
Global Financial Private Client
Florida
$217K – – –
KC
1508
Knuff & Co
California
$217K – – –
AWM
1509
Ameliora Wealth Management
Switzerland
$217K – – –
IWP
1510
Invenio Wealth Partners
Florida
$217K +$217K +1,250 New
SFG
1511
SNS Financial Group
Minnesota
$213K +$347 +2 +0.2%
MIM
1512
Moseley Investment Management
Florida
$212K +$212K +1,225 New
ADBIC
1513
A.D. Beadell Investment Counsel
Wisconsin
$212K +$212K +1,225 New
RI
1514
Ridgewood Investments
New Jersey
$211K – – –
KWS
1515
Keystone Wealth Services
California
$211K +$211K +1,218 New
FLPIM
1516
F.L. Putnam Investment Management
Massachusetts
$211K +$211K +1,217 New
GKWIM
1517
Gerber Kawasaki Wealth & Investment Management
California
$210K +$210K +1,212 New
MHR
1518
Matthew Hamilton Rosenberg
$210K – – –
PK
1519
Pflug Koory
Nebraska
$209K – – –
SWA
1520
SFMG Wealth Advisors
Texas
$209K +$209K +1,203 New
KWA
1521
Kellett Wealth Advisors
Ohio
$208K +$208K +1,202 New
SAM
1522
Sawgrass Asset Management
Florida
$208K +$208K +1,200 New
APWA
1523
Atlas Private Wealth Advisors
New Jersey
$208K +$208K +1,198 New
BFO
1524
Biltmore Family Office
North Carolina
$207K +$207K +1,196 New
BMA
1525
Brooks Moore & Associates
Tennessee
$206K +$206K +1,188 New
59 60
61
62 63