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Waste Management
WM

Overview Fund Activity

1,724 hedge funds and large institutions have $53.5B invested in Waste Management in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 631 increasing their positions, 669 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
27.59%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.58%
New
130
Increased
631
Reduced
669
Closed
102
Calls
$621M
Puts
$404M
Net Calls
+$217M
Net Calls Change
+$177M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$148M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$127M
3
Citadel Advisors
Citadel Advisors
Florida
+$105M
4
Millennium Management
Millennium Management
New York
+$105M
5
ATN
AMF Tjänstepension
Sweden
+$102M

Top Sellers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$137M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$109M
3
State Street
State Street
Massachusetts
-$89.1M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$78.9M
5
Morgan Stanley
Morgan Stanley
New York
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1551
WealthPlan Investment Management
Nebraska
$131K -$205K -1,257 -61%
HBT
1552
Hills Bank & Trust
Iowa
$131K – – –
NC
1553
NewSquare Capital
Pennsylvania
$129K +$15K +92 +13%
VNA
1554
Valley National Advisers
Pennsylvania
$129K – – –
ADL
1555
Asset Dedication LLC
California
$128K – – –
SWA
1556
Sutton Wealth Advisors
Florida
$126K -$200K -1,228 -61%
BAM
1557
Byrne Asset Management
New Jersey
$124K -$70.2K -430 -36%
AIM
1558
Acropolis Investment Management
Missouri
$122K +$3.75K +23 +3%
PMFA
1559
Plante Moran Financial Advisors
Michigan
$121K -$29.7K -182 -20%
SSG
1560
Summit Securities Group
New York
$120K -$285K -1,752 -70%
BWM
1561
BerganKDV Wealth Management
Minnesota
$120K +$11.1K +68 +10%
SCA
1562
Stonebridge Capital Advisors
Minnesota
$117K +$11.1K +68 +10%
TCM
1563
Tradewinds Capital Management
Washington
$114K -$7.51K -46 -6%
FCT
1564
First Community Trust
Iowa
$114K – – –
FFC
1565
First Financial Corp
Indiana
$114K – – –
BWM
1566
Baystate Wealth Management
Massachusetts
$113K +$490 +3 +0.4%
FP
1567
Financial Perspectives
Minnesota
$113K – – –
RTC
1568
Riverview Trust Company
Washington
$110K – – –
C
1569
Covestor
United Kingdom
$110K +$26.6K +162 +32%
NFSG
1570
Newbridge Financial Services Group
Florida
$110K -$1.63K -10 -1%
AIP
1571
Ahrens Investment Partners
Louisiana
$107K +$107K +653 New
CP
1572
Castleview Partners
Texas
$106K -$19.3K -118 -15%
SN
1573
Sittner & Nelson
Oregon
$106K – – –
LCM
1574
Logan Capital Management
Pennsylvania
$106K -$4.41K -27 -4%
CJL
1575
Cyrus J. Lawrence
New York
$105K – – –
61 62
63
64 65