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Waste Management

2,128 hedge funds and large institutions have $68.2B invested in Waste Management in 2024 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 879 increasing their positions, 647 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 273 | Existing positions closed: 98

47% more call options, than puts

Call options by funds: $357M | Put options by funds: $242M

36% more repeat investments, than reductions

Existing positions increased: 879 | Existing positions reduced: 647

7% more funds holding

Funds holding: 1,9922,128 (+136)

5% more funds holding in top 10

Funds holding in top 10: 3739 (+2)

2% more capital invested

Capital invested by funds: $66.6B → $68.2B (+$1.61B)

0.85% more ownership

Funds ownership: 80.62%81.48% (+0.85%)

Holders
2,128
Holders Change
+136
Holders Change %
+6.83%
% of All Funds
28.03%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.51%
New
273
Increased
879
Reduced
647
Closed
98
Calls
$357M
Puts
$242M
Net Calls
+$114M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
1501
Drake & Associates
Wisconsin
$378K -$23.8K -111 -6%
BF
1502
bLong Financial
Tennessee
$378K +$402K +1,871 New
SFO
1503
Stokes Family Office
Louisiana
$377K -$9.02K -42 -2%
PFG
1504
Putney Financial Group
California
$376K +$400K +1,862 New
PTC
1505
Philadelphia Trust Company
Pennsylvania
$375K -$41.9K -195 -9%
ISWM
1506
Independent Solutions Wealth Management
New York
$375K -$20.6K -96 -5%
AL
1507
Aspiriant LLC
California
$374K +$19.5K +91 +5%
MSFP
1508
Mark Sheptoff Financial Planning
Connecticut
$373K
SQA
1509
Simon Quick Advisors
New Jersey
$372K +$146K +680 +58%
FI
1510
Fosun International
China
$369K
Group One Trading
1511
Group One Trading
Illinois
$369K +$247K +1,151 +170%
ACI
1512
Alpha Cubed Investments
California
$368K -$69.8K -325 -15%
UAG
1513
United Advisor Group
Ohio
$367K +$133K +618 +52%
IA
1514
Integrity Alliance
Iowa
$366K +$390K +1,815 New
TC
1515
Truvestments Capital
Florida
$365K +$13.7K +64 +4%
HT
1516
Heritage Trust
Oklahoma
$365K +$388K +1,808 New
SEP
1517
Southland Equity Partners
Missouri
$364K +$430 +2 +0.1%
MWM
1518
Merriman Wealth Management
Washington
$364K +$95.8K +446 +33%
ACIM
1519
Azimuth Capital Investment Management
Michigan
$363K
SWM
1520
Sculati Wealth Management
Michigan
$361K
CSB
1521
City State Bank
Iowa
$361K -$42.5K -198 -10%
AT
1522
American Trust
Kentucky
$359K +$382K +1,779 New
CII
1523
Capital International Inc
California
$357K -$1.61M -7,504 -81%
GSEP
1524
Golden State Equity Partners
California
$356K +$233K +1,083 +159%
WA
1525
WESPAC Advisors
California
$356K +$215 +1 +0.1%

WM Hedge Fund Activity: Q4 2024 in Review

2,128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2024, worth a combined $68.2B — up 2.4% from $66.6B a quarter earlier.

Buyers outnumbered sellers: 273 funds opened new WM positions and 98 closed out — a net gain of 175 holders — while 879 added to existing stakes and 647 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $255M. The largest seller was International Assets Investment Management, cutting an estimated $554M.

  • 2,128 institutional investors held Waste Management (WM) as of Q4 2024, up from 1,992 in Q3 2024.
  • Funds reported $68.2B of Waste Management stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 273 funds opened new Waste Management positions in Q4 2024 and 98 closed out, a net change of +175 holders.
  • The largest Waste Management buyer in Q4 2024 was Capital Research Global Investors, an estimated $255M added.
  • The largest Waste Management seller in Q4 2024 was International Assets Investment Management, an estimated $554M sold.

Based on aggregated 13F filings for Q4 2024.