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Waste Management

1,732 hedge funds and large institutions have $53.7B invested in Waste Management in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 636 increasing their positions, 671 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $621M | Put options by funds: $404M

27% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 102

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

1.53% more ownership

Funds ownership: 79.58%81.1% (+1.5%)

3% more capital invested

Capital invested by funds: $52B → $53.7B (+$1.69B)

0% less funds holding

Funds holding: 1,7371,732 (-5)

5% less repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 671

Holders
1,732
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
27.6%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
130
Increased
636
Reduced
671
Closed
102
Calls
$621M
Puts
$404M
Net Calls
+$217M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1601
Centerpoint Advisors
Massachusetts
$67K
AWM
1602
Accel Wealth Management
Iowa
$66.5K
OIA
1603
Optimum Investment Advisors
Illinois
$65.3K
CIA
1604
Cascade Investment Advisors
Oregon
$65.3K +$61.3K +400 New
Jones Financial Companies
1605
Jones Financial Companies
Missouri
$64K -$16.5K -108 -22%
SWM
1606
Sugarloaf Wealth Management
Georgia
$63.6K
TC
1607
Trust Company
Kansas
$62.2K
CSC
1608
Caldwell Sutter Capital
California
$62K +$58.2K +380 New
LSA
1609
Lansing Street Advisors
Pennsylvania
$61.1K +$306 +2 +0.5%
MAWCM
1610
Mine & Arao Wealth Creation & Management
California
$59.8K
IWP
1611
IAG Wealth Partners
Wisconsin
$59.6K
KFI
1612
Key Financial Inc
Pennsylvania
$56.5K -$1.84K -12 -3%
AW
1613
Avion Wealth
Texas
$56K +$51.5K +336 +1,527%
FFL
1614
Financial Freedom LLC
Ohio
$55.1K +$153 +1 +0.3%
MA
1615
Montag & Associates
Georgia
$54.5K
CB
1616
CNB Bank
Pennsylvania
$49.8K -$3.06K -20 -6%
HFS
1617
HBC Financial Services
Washington
$49K
TF
1618
TimeScale Financial
Massachusetts
$49K +$45.9K +300 New
AWM
1619
Atticus Wealth Management
Florida
$48.9K -$7.5K -49 -14%
RDIA
1620
RE Dickinson Investment Advisors
Iowa
$47K
BG
1621
Bollard Group
Massachusetts
$47K +$153 +1 +0.4%
SIM
1622
Studio Investment Management
Illinois
$46.5K
JMF
1623
Johnson Midwest Financial
Iowa
$46.3K
TCM
1624
TD Capital Management
Tennessee
$45.7K
AS
1625
Altshuler Shaham
Israel
$45.2K -$5.36K -35 -11%

WM Hedge Fund Activity: Q1 2023 in Review

1,732 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2023, worth a combined $53.7B — up 3.2% from $52B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new WM positions and 102 closed out — a net gain of 28 holders — while 636 added to existing stakes and 671 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $138M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $129M.

  • 1,732 institutional investors held Waste Management (WM) as of Q1 2023, down from 1,737 in Q4 2022.
  • Funds reported $53.7B of Waste Management stock for Q1 2023, up 3.2% quarter-over-quarter.
  • 130 funds opened new Waste Management positions in Q1 2023 and 102 closed out, a net change of +28 holders.
  • The largest Waste Management buyer in Q1 2023 was Capital Research Global Investors, an estimated $138M added.
  • The largest Waste Management seller in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $129M sold.

Based on aggregated 13F filings for Q1 2023.