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Waste Management

1,732 hedge funds and large institutions have $53.7B invested in Waste Management in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 636 increasing their positions, 671 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $621M | Put options by funds: $404M

27% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 102

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

1.53% more ownership

Funds ownership: 79.58%81.1% (+1.5%)

3% more capital invested

Capital invested by funds: $52B → $53.7B (+$1.69B)

0% less funds holding

Funds holding: 1,7371,732 (-5)

5% less repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 671

Holders
1,732
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
27.6%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
130
Increased
636
Reduced
671
Closed
102
Calls
$621M
Puts
$404M
Net Calls
+$217M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1551
Farther Finance Advisors
California
$145K +$89.4K +584 +191%
QC
1552
Quent Capital
New York
$144K +$18.1K +118 +15%
AWM
1553
Avior Wealth Management
Nebraska
$143K
NSG
1554
Nalls Sherbakoff Group
Tennessee
$136K +$128K +839 New
EIM
1555
Essex Investment Management
Massachusetts
$135K
PA
1556
PSI Advisors
Florida
$132K
TSW
1557
Thompson Siegel & Walmsley
Virginia
$132K -$5.21K -34 -4%
WP
1558
WealthPLAN Partners
Nebraska
$132K -$191K -1,249 -61%
WIM
1559
WealthPlan Investment Management
Nebraska
$131K -$193K -1,257 -61%
HBT
1560
Hills Bank & Trust
Iowa
$131K
NC
1561
NewSquare Capital
Pennsylvania
$129K +$14.1K +92 +13%
VNA
1562
Valley National Advisers
Pennsylvania
$129K
ADL
1563
Asset Dedication LLC
California
$128K
SWA
1564
Sutton Wealth Advisors
Florida
$126K -$188K -1,228 -61%
BAM
1565
Byrne Asset Management
New Jersey
$124K -$65.9K -430 -36%
AIM
1566
Acropolis Investment Management
Missouri
$122K +$3.52K +23 +3%
PMFA
1567
Plante Moran Financial Advisors
Michigan
$121K -$27.9K -182 -20%
SSG
1568
Summit Securities Group
New York
$120K -$268K -1,752 -70%
BWM
1569
BerganKDV Wealth Management
Minnesota
$120K +$10.4K +68 +10%
SCA
1570
Stonebridge Capital Advisors
Minnesota
$117K +$10.4K +68 +10%
TCM
1571
Tradewinds Capital Management
Washington
$114K -$7.04K -46 -6%
FCT
1572
First Community Trust
Iowa
$114K
FFC
1573
First Financial Corp
Indiana
$114K
BWM
1574
Baystate Wealth Management
Massachusetts
$113K +$459 +3 +0.4%
FP
1575
Financial Perspectives
Minnesota
$113K

WM Hedge Fund Activity: Q1 2023 in Review

1,732 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2023, worth a combined $53.7B — up 3.2% from $52B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new WM positions and 102 closed out — a net gain of 28 holders — while 636 added to existing stakes and 671 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $138M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $129M.

  • 1,732 institutional investors held Waste Management (WM) as of Q1 2023, down from 1,737 in Q4 2022.
  • Funds reported $53.7B of Waste Management stock for Q1 2023, up 3.2% quarter-over-quarter.
  • 130 funds opened new Waste Management positions in Q1 2023 and 102 closed out, a net change of +28 holders.
  • The largest Waste Management buyer in Q1 2023 was Capital Research Global Investors, an estimated $138M added.
  • The largest Waste Management seller in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $129M sold.

Based on aggregated 13F filings for Q1 2023.