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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 %
SMA
1601
Sage Mountain Advisors
Georgia
$250K -$59.9K -281 -19%
GSAM
1602
Grant Street Asset Management
Pennsylvania
$249K – – –
C
1603
Certuity
Florida
$248K -$69K -324 -22%
ACM
1604
AlphaStar Capital Management
North Carolina
$246K -$638K -2,990 -72%
LG
1605
LaFleur & Godfrey
Michigan
$246K – – –
SCI
1606
Silver Coast Investments
United States
$246K +$246K +1,152 New
GWM
1607
Gray Wealth Management
Maine
$245K +$245K +1,148 New
MA
1608
MBA Advisors
Pennsylvania
$245K +$245K +1,147 New
FFA
1609
Fi3 Financial Advisors
Indiana
$244K -$15.6K -75 -6%
ODIJL
1610
One Day In July LLC
Vermont
$244K +$244K +1,143 New
MWM
1611
Modern Wealth Management
Kansas
$244K +$244K +1,143 New
FRM
1612
Fox Run Management
Connecticut
$243K +$243K +1,139 New
TFM
1613
TFC Financial Management
Massachusetts
$242K -$3.62K -17 -1%
CC
1614
Courier Capital
New York
$241K – – –
USWIA
1615
UP Strategic Wealth Investment Advisors
Pennsylvania
$241K – – –
CWA
1616
CM Wealth Advisors
Ohio
$240K +$240K +1,142 New
RMDI
1617
R.M. Davis Inc
Maine
$238K -$42.6K -200 -15%
RPWA
1618
Regent Peak Wealth Advisors
Georgia
$238K -$2.77K -13 -1%
CPC
1619
Consolidated Planning Corp
Georgia
$238K +$238K +1,115 New
NSAM
1620
North Star Asset Management
Wisconsin
$238K +$238K +1,115 New
CIA
1621
Compass Ion Advisors
Pennsylvania
$236K +$236K +1,108 New
EM
1622
Excalibur Management
Massachusetts
$236K +$236K +1,106 New
ESB
1623
Essex Savings Bank
Connecticut
$236K – – –
WAS
1624
Winch Advisory Services
Wisconsin
$235K +$426 +2 +0.2%
RPGK
1625
Retirement Planning Group (Kansas)
Kansas
$235K +$235K +1,102 New
63 64
65
66 67