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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 %
SWM
1601
Sugarloaf Wealth Management
Georgia
$59.5K – – –
KFI
1602
Key Financial Inc
Pennsylvania
$57.6K – – –
AW
1603
Avion Wealth
Texas
$57K +$1.65K +11 +3%
MAWCM
1604
Mine & Arao Wealth Creation & Management
California
$55.9K – – –
SL
1605
Salomon & Ludwin
Virginia
$55.6K +$55.6K +365 New
IWP
1606
IAG Wealth Partners
Wisconsin
$55.6K – – –
PCTC
1607
Perkins Coie Trust Company
Washington
$54.9K +$24.4K +160 +80%
TVWM
1608
Tower View Wealth Management
Wisconsin
$54K +$19.2K +125 +55%
KC
1609
Kepos Capital
New York
$52K +$3.2K +21 +7%
FFL
1610
Financial Freedom LLC
Ohio
$51.6K +$152 +1 +0.3%
MA
1611
Montag & Associates
Georgia
$50.9K – – –
HT
1612
Headlands Technologies
Illinois
$50.9K +$50.9K +334 New
AFS
1613
Annapolis Financial Services
Maryland
$49.5K +$14.2K +93 +40%
CAS
1614
Coppell Advisory Solutions
Texas
$47.5K – – –
AWM
1615
Atticus Wealth Management
Florida
$44.4K -$2.44K -16 -5%
RDIA
1616
RE Dickinson Investment Advisors
Iowa
$44K – – –
BG
1617
Bollard Group
Massachusetts
$44K +$153 +1 +0.3%
CIA
1618
Cape Investment Advisory
Georgia
$43.9K +$762 +5 +2%
WB
1619
Webster Bank
Connecticut
$43.9K +$10.4K +68 +31%
SIM
1620
Studio Investment Management
Illinois
$43.4K – – –
JMF
1621
Johnson Midwest Financial
Iowa
$43.3K – – –
TCM
1622
TD Capital Management
Tennessee
$42.7K – – –
TIM
1623
Tortoise Investment Management
New York
$42.5K +$1.52K +10 +4%
WIM
1624
Westside Investment Management
California
$40.9K – – –
RA
1625
Rational Advisors
New York
$40.5K +$40.5K +266 New
63 64
65
66 67