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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
AWM
1576
Ameliora Wealth Management
Switzerland
$224K
KC
1577
Knuff & Co
California
$224K
FFA
1578
Fi3 Financial Advisors
Indiana
$224K +$209K +1,249 New
SAM
1579
Sawgrass Asset Management
Florida
$222K +$207K +1,237 New
MCA
1580
Magnolia Capital Advisors
Mississippi
$221K +$198K +1,183 New
MIM
1581
Moseley Investment Management
Florida
$221K +$207K +1,235 New
SAM
1582
SignalPoint Asset Management
Missouri
$220K +$207K +1,233 New
KWS
1583
Keystone Wealth Services
California
$219K +$205K +1,224 New
ADBIC
1584
A.D. Beadell Investment Counsel
Wisconsin
$219K +$205K +1,225 New
PCP
1585
Proficio Capital Partners
Massachusetts
$219K +$205K +1,222 New
RI
1586
Ridgewood Investments
New Jersey
$218K +$204K +1,219 New
LBC
1587
Lowe Brockenbrough & Co
Virginia
$217K +$203K +1,213 New
PK
1588
Pflug Koory
Nebraska
$216K
PWM
1589
PBMares Wealth Management
Virginia
$215K +$202K +1,202 New
APWA
1590
Atlas Private Wealth Advisors
New Jersey
$215K +$201K +1,200 New
MS
1591
Madden Securities
Texas
$215K -$67.1K -400 -25%
CFD
1592
Creative Financial Designs
Indiana
$215K +$3.19K +19 +2%
WF
1593
Wayfinding Financial
Washington
$214K +$201K +1,199 New
AGWCA
1594
Annis Gardner Whiting Capital Advisors
Florida
$214K +$84.5K +504 +73%
FCB
1595
First County Bank
Connecticut
$213K +$199K +1,189 New
BMA
1596
Brooks Moore & Associates
Tennessee
$213K +$199K +1,188 New
MIC
1597
Means Investment Company
Maine
$212K +$199K +1,185 New
FFG
1598
Frisch Financial Group
New York
$212K +$198K +1,182 New
RPC
1599
Rossmore Private Capital
Connecticut
$211K +$198K +1,180 New
PCM
1600
Prelude Capital Management
New York
$211K -$199K -1,185 -50%

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.