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Waste Management

2,128 hedge funds and large institutions have $68.2B invested in Waste Management in 2024 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 879 increasing their positions, 647 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 273 | Existing positions closed: 98

47% more call options, than puts

Call options by funds: $357M | Put options by funds: $242M

36% more repeat investments, than reductions

Existing positions increased: 879 | Existing positions reduced: 647

7% more funds holding

Funds holding: 1,9922,128 (+136)

5% more funds holding in top 10

Funds holding in top 10: 3739 (+2)

2% more capital invested

Capital invested by funds: $66.6B → $68.2B (+$1.61B)

0.85% more ownership

Funds ownership: 80.62%81.48% (+0.85%)

Holders
2,128
Holders Change
+136
Holders Change %
+6.83%
% of All Funds
28.03%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.51%
New
273
Increased
879
Reduced
647
Closed
98
Calls
$357M
Puts
$242M
Net Calls
+$114M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1576
Stockman Wealth Management
Montana
$326K
SI
1577
Seeds Investor
New York
$325K -$14.6K -68 -4%
JSAM
1578
J. Safra Asset Management
New York
$325K +$154K +715 +80%
FUBT
1579
First United Bank & Trust
Maryland
$325K -$4.51K -21 -1%
CAM
1580
Carret Asset Management
New York
$324K
AAM
1581
Auxier Asset Management
Oregon
$324K
IAG
1582
Investment Advisory Group
Massachusetts
$324K -$6.66K -31 -2%
CAM
1583
Cidel Asset Management
Ontario, Canada
$322K
SIAP
1584
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$320K +$43.2K +201 +15%
OPPS
1585
Obsidian Personal Planning Solutions
Maryland
$319K
FNBT
1586
FineMark National Bank & Trust
Florida
$319K -$60.8K -283 -15%
DFG
1587
Delta Financial Group
New Jersey
$319K +$215 +1 +0.1%
FFC
1588
First Financial Corp
Indiana
$319K +$83.6K +389 +33%
EP
1589
Edgestream Partners
New Jersey
$319K +$339K +1,579 New
LFA
1590
Legacy Financial Advisors
Kentucky
$318K -$26.6K -124 -7%
PWM
1591
PBMares Wealth Management
Virginia
$316K +$215 +1 +0.1%
BWS
1592
Broadway Wealth Solutions
Texas
$315K +$336K +1,563 New
TFP
1593
Tilia Fiduciary Partners
North Carolina
$315K -$7.3K -34 -2%
DAC
1594
Dividend Assets Capital
South Carolina
$314K -$12K -56 -3%
NFG
1595
Nadler Financial Group
Illinois
$314K +$334K +1,557 New
LAM
1596
L2 Asset Management
Massachusetts
$313K -$7.52K -35 -2%
CASB
1597
Cape Ann Savings Bank
Massachusetts
$313K -$10.7K -50 -3%
HBT
1598
Heartland Bank & Trust
Illinois
$312K -$9.88K -46 -3%
MYIA
1599
Mount Yale Investment Advisors
Colorado
$311K -$5.37K -25 -2%
BWMG
1600
Bannerman Wealth Management Group
Texas
$310K +$330K +1,538 New

WM Hedge Fund Activity: Q4 2024 in Review

2,128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q4 2024, worth a combined $68.2B — up 2.4% from $66.6B a quarter earlier.

Buyers outnumbered sellers: 273 funds opened new WM positions and 98 closed out — a net gain of 175 holders — while 879 added to existing stakes and 647 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $255M. The largest seller was International Assets Investment Management, cutting an estimated $554M.

  • 2,128 institutional investors held Waste Management (WM) as of Q4 2024, up from 1,992 in Q3 2024.
  • Funds reported $68.2B of Waste Management stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 273 funds opened new Waste Management positions in Q4 2024 and 98 closed out, a net change of +175 holders.
  • The largest Waste Management buyer in Q4 2024 was Capital Research Global Investors, an estimated $255M added.
  • The largest Waste Management seller in Q4 2024 was International Assets Investment Management, an estimated $554M sold.

Based on aggregated 13F filings for Q4 2024.