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Waste Management

1,868 hedge funds and large institutions have $59.6B invested in Waste Management in 2023 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 630 increasing their positions, 713 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 85

72% more call options, than puts

Call options by funds: $418M | Put options by funds: $243M

32% more funds holding in top 10

Funds holding in top 10: 2837 (+9)

20% more capital invested

Capital invested by funds: $49.6B → $59.6B (+$10.1B)

7% more funds holding

Funds holding: 1,7441,868 (+124)

2.69% more ownership

Funds ownership: 80.02%82.7% (+2.7%)

12% less repeat investments, than reductions

Existing positions increased: 630 | Existing positions reduced: 713

Holders
1,868
Holders Change
+124
Holders Change %
+7.11%
% of All Funds
27.23%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.54%
New
234
Increased
630
Reduced
713
Closed
85
Calls
$418M
Puts
$243M
Net Calls
+$174M
Net Calls Change
+$232M
Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
1551
R.M. Davis Inc
Maine
$236K
ESB
1552
Essex Savings Bank
Connecticut
$236K +$221K +1,316 New
ACIM
1553
Azimuth Capital Investment Management
Michigan
$235K
EFSCE
1554
Enterprise Financial Services Corp (EFSC)
Missouri
$235K +$220K +1,314 New
CW
1555
CreativeOne Wealth
Kansas
$234K -$54.2K -323 -20%
ABLA
1556
Alan B. Lancz & Associates
Ohio
$233K +$218K +1,300 New
WMA
1557
Wealth Management Associates
New Jersey
$233K -$16.6K -99 -7%
GKWIM
1558
Gerber Kawasaki Wealth & Investment Management
California
$232K -$27.3K -163 -11%
LAM
1559
L2 Asset Management
Massachusetts
$232K +$217K +1,296 New
WAG
1560
Winthrop Advisory Group
Massachusetts
$232K +$217K +1,295 New
PCMC
1561
Paragon Capital Management (Colorado)
Colorado
$231K +$216K +1,290 New
MW
1562
Maia Wealth
Colorado
$231K +$216K +1,290 New
MWM
1563
Merriman Wealth Management
Washington
$231K +$216K +1,287 New
GCA
1564
Genesee Capital Advisors
New York
$229K +$215K +1,281 New
VWA
1565
Visionary Wealth Advisors
Illinois
$228K -$6.71K -40 -3%
HWMG
1566
Hurlow Wealth Management Group
Indiana
$228K +$214K +1,274 New
TFGT
1567
TS Financial Group (TSFG)
Illinois
$228K -$3.52K -21 -2%
SFG
1568
SNS Financial Group
Minnesota
$228K +$213K +1,272 New
ML
1569
McAdam LLC
Pennsylvania
$227K +$212K +1,266 New
IP
1570
Ignite Planners
California
$226K -$997K -5,948 -83%
IWP
1571
Invenio Wealth Partners
Florida
$225K +$211K +1,257 New
GFPC
1572
Global Financial Private Client
Florida
$225K -$1.51K -9 -0.7%
CPA
1573
Capital Planning Advisors
California
$225K +$211K +1,257 New
VRM
1574
Vectors Research Management
New York
$225K +$210K +1,254 New
AIM
1575
Aigen Investment Management
New York
$224K -$1.03M -6,146 -83%

WM Hedge Fund Activity: Q4 2023 in Review

1,868 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2023, worth a combined $59.6B — up 20% from $49.6B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new WM positions and 85 closed out — a net gain of 149 holders — while 630 added to existing stakes and 713 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.27B. The largest seller was Capital Research Global Investors, cutting an estimated $170M.

  • 1,868 institutional investors held Waste Management (WM) as of Q4 2023, up from 1,744 in Q3 2023.
  • Funds reported $59.6B of Waste Management stock for Q4 2023, up 20% quarter-over-quarter.
  • 234 funds opened new Waste Management positions in Q4 2023 and 85 closed out, a net change of +149 holders.
  • The largest Waste Management buyer in Q4 2023 was Morgan Stanley, an estimated $1.27B added.
  • The largest Waste Management seller in Q4 2023 was Capital Research Global Investors, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2023.