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Waste Management
WM

Overview Fund Activity

1,959 hedge funds and large institutions have $68.7B invested in Waste Management in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 674 increasing their positions, 771 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,959
Holders Change
+100
Holders Change %
+5.38%
% of All Funds
28.4%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.77%
New
216
Increased
674
Reduced
771
Closed
89
Calls
$404M
Puts
$420M
Net Calls
-$15.7M
Net Calls Change
-$190M

Top Buyers

1
BPC
Banque Pictet & Cie
Switzerland
+$382M
2
SGA
Sustainable Growth Advisers
Connecticut
+$301M
3
Capital World Investors
Capital World Investors
California
+$278M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$240M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.56B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$186M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$161M
4
ATN
AMF Tjänstepension
Sweden
-$154M
5
Swedbank
Swedbank
Sweden
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
NJBEST
1501
New Jersey Better Educational Savings Trust
New Jersey
$307K – – –
WDC
1502
Woodward Diversified Capital
California
$307K – – –
CFS
1503
Coordinated Financial Services
Colorado
$306K +$306K +1,437 New
IA
1504
Insight Advisors
Pennsylvania
$305K +$6.4K +30 +2%
PIA
1505
Powell Investment Advisors
Florida
$304K – – –
CRIG
1506
Charter Research & Investment Group
Connecticut
$304K – – –
TA
1507
Tactive Advisors
Florida
$303K +$303K +1,422 New
WDA
1508
Wendell David Associates
New Hampshire
$303K +$639 +3 +0.2%
PIA
1509
Perennial Investment Advisors
California
$302K +$1.07K +5 +0.4%
OPPS
1510
Obsidian Personal Planning Solutions
Maryland
$302K -$8.53K -41 -3%
LAM
1511
L2 Asset Management
Massachusetts
$300K +$23.9K +112 +9%
PGAM
1512
Princeton Global Asset Management
New Jersey
$300K – – –
BSB
1513
Bangor Savings Bank
Maine
$299K -$20.7K -97 -6%
DAM
1514
Diamant Asset Management
Connecticut
$298K -$426 -2 -0.1%
GKWIM
1515
Gerber Kawasaki Wealth & Investment Management
California
$298K +$21.8K +102 +8%
MWM
1516
Merriman Wealth Management
Washington
$296K +$22K +103 +8%
VC
1517
Vicus Capital
Pennsylvania
$295K +$295K +1,386 New
SIAP
1518
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$294K +$213 +1 +0.1%
ZIM
1519
Zacks Investment Management
Illinois
$293K -$69.7K -327 -19%
HC
1520
Hamilton Capital
Ohio
$293K -$4.69K -22 -2%
EPWM
1521
Essex Private Wealth Management
Massachusetts
$292K +$292K +1,370 New
CWM
1522
Congress Wealth Management
Massachusetts
$292K -$39.7K -186 -12%
FFA
1523
Fortune Financial Advisors
Kansas
$292K -$8.53K -40 -3%
OA
1524
Operose Advisors
Wisconsin
$292K – – –
PCG
1525
Prosperity Consulting Group
Maryland
$291K +$46.3K +217 +19%
59 60
61
62 63