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Waste Management
WM

Overview Fund Activity

1,734 hedge funds and large institutions have $49.4B invested in Waste Management in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 663 increasing their positions, 668 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
-27
Holders Change %
-1.53%
% of All Funds
27.65%
Holding in Top 10
27
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-41.3%
% of All Funds
0.43%
New
104
Increased
663
Reduced
668
Closed
114
Calls
$325M
Puts
$383M
Net Calls
-$57.8M
Net Calls Change
-$243M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$169M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$120M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$90M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$77.4M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$77M

Top Sellers

1
BlackRock
BlackRock
New York
-$142M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$122M
3
Lazard Asset Management
Lazard Asset Management
New York
-$107M
4
Two Sigma Investments
Two Sigma Investments
New York
-$74.4M
5
Bank of America
Bank of America
North Carolina
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CJL
1576
Cyrus J. Lawrence
New York
$98K – – –
CBT
1577
CoreFirst Bank & Trust
Kansas
$97.6K – – –
C
1578
Covestor
United Kingdom
$97K +$8.36K +55 +9%
LS
1579
Livforsakringsbolaget Skandia
Sweden
$96.5K – – –
GWMIA
1580
Global Wealth Management Investment Advisory
Florida
$95.6K – – –
CWP
1581
Concord Wealth Partners
Virginia
$93.1K -$762 -5 -0.8%
IRC
1582
Investors Research Corp
Georgia
$92.1K +$762 +5 +0.8%
Jones Financial Companies
1583
Jones Financial Companies
Missouri
$91.5K +$27K +177 +42%
BFP
1584
Briaud Financial Planning
Texas
$89K +$89K +585 New
SWA
1585
Sutton Wealth Advisors
Florida
$84.5K +$2.59K +17 +3%
BWAM
1586
Boyd Watterson Asset Management
Ohio
$79.3K -$610 -4 -0.8%
BAM
1587
Byrne Asset Management
New Jersey
$78K -$19.1K -125 -20%
CNBTD
1588
Citizens National Bank Trust Department
Mississippi
$76.2K – – –
ORAM
1589
One River Asset Management
Connecticut
$75.7K +$40.8K +264 +117%
PP
1590
Pacifica Partners
Canada
$72.7K +$38.7K +250 +114%
CFA
1591
CWS Financial Advisors
Michigan
$71K +$71K +466 New
PPC
1592
Park Place Capital
Alabama
$66.5K -$8.69K -57 -12%
CSC
1593
Caldwell Sutter Capital
California
$66.3K -$7.17K -47 -10%
CB
1594
CNB Bank
Pennsylvania
$63.9K +$17.4K +114 +37%
CA
1595
Centerpoint Advisors
Massachusetts
$63K – – –
HFS
1596
HBC Financial Services
Washington
$63K +$59.8K +5,571 +1,857%
SN
1597
Sittner & Nelson
Oregon
$63K -$36K -236 -36%
PWMG
1598
Prestige Wealth Management Group
New Jersey
$61.3K -$1.37K -9 -2%
OIA
1599
Optimum Investment Advisors
Illinois
$61K – – –
SAG
1600
Spotlight Asset Group
Illinois
$61K – – –
62 63
64
65 66