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Waste Management
WM

Overview Fund Activity

1,959 hedge funds and large institutions have $68.7B invested in Waste Management in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 674 increasing their positions, 771 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,959
Holders Change
+100
Holders Change %
+5.38%
% of All Funds
28.4%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.77%
New
216
Increased
674
Reduced
771
Closed
89
Calls
$404M
Puts
$420M
Net Calls
-$15.7M
Net Calls Change
-$190M

Top Buyers

1
BPC
Banque Pictet & Cie
Switzerland
+$382M
2
SGA
Sustainable Growth Advisers
Connecticut
+$301M
3
Capital World Investors
Capital World Investors
California
+$278M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$240M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.56B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$186M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$161M
4
ATN
AMF Tjänstepension
Sweden
-$154M
5
Swedbank
Swedbank
Sweden
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1576
Versant Capital Management
Arizona
$262K -$131K -616 -33%
LSPW
1577
Lake Street Private Wealth
Illinois
$262K -$21.3K -100 -8%
PIM
1578
Paradice Investment Management
Colorado
$262K +$262K +1,230 New
LFG
1579
Larson Financial Group
Missouri
$262K +$11.1K +52 +4%
ADBIC
1580
A.D. Beadell Investment Counsel
Wisconsin
$261K – – –
MIS
1581
Morningstar Investment Services
Illinois
$260K -$168K -783 -39%
RI
1582
Ridgewood Investments
New Jersey
$260K – – –
TFIPS
1583
Towarzystwo Funduszy Inwestycyjnych PZU SA
$260K +$72.5K +340 +39%
FFA
1584
Florida Financial Advisors
Florida
$260K -$36.9K -173 -12%
PWP
1585
Phillips Wealth Planners
Mississippi
$259K -$48K -234 -16%
BWP
1586
Balboa Wealth Partners
Arizona
$259K +$259K +1,214 New
RIP
1587
RAM Investment Partners
Washington
$257K +$257K +1,205 New
AWAU
1588
Alliance Wealth Advisors (Utah)
Utah
$256K +$256K +1,202 New
PWM
1589
PBMares Wealth Management
Virginia
$256K – – –
Fiera Capital (Canada)
1590
Fiera Capital (Canada)
Quebec, Canada
$256K +$256K +1,200 New
DBRC
1591
D.B. Root & Company
Pennsylvania
$254K +$254K +1,192 New
QFA
1592
Quantum Financial Advisors
California
$254K +$254K +1,192 New
BMA
1593
Brooks Moore & Associates
Tennessee
$253K – – –
FFG
1594
Frisch Financial Group
New York
$253K +$853 +4 +0.3%
PK
1595
Pflug Koory
Nebraska
$252K -$4.9K -23 -2%
SAM
1596
SignalPoint Asset Management
Missouri
$252K -$10.7K -50 -4%
RPC
1597
Rossmore Private Capital
Connecticut
$252K – – –
FCH
1598
Freestone Capital Holdings
Washington
$251K +$251K +1,178 New
CBFP
1599
Cedar Brook Financial Partners
Ohio
$251K +$4.9K +23 +2%
WF
1600
Wayfinding Financial
Washington
$250K -$837 -4 -0.3%
62 63
64
65 66