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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
BC
1626
Barrett & Company
Rhode Island
$44.9K
TIM
1627
Tortoise Investment Management
New York
$43.9K
AI
1628
AXS Investments
New York
$43.7K -$153 -1 -0.4%
WIM
1629
Westside Investment Management
California
$43.7K
HWA
1630
HHM Wealth Advisors
Tennessee
$42.5K
Commonwealth Equity Services
1631
Commonwealth Equity Services
Massachusetts
$42.4K +$1.52M +9,925 +4%
SFG
1632
Steward Financial Group
Texas
$42K +$9.5K +62 +31%
RWM
1633
Ruedi Wealth Management
Illinois
$40.2K
CCP
1634
Carmel Capital Partners
California
$38K +$35.7K +233 New
AFS
1635
Annapolis Financial Services
Maryland
$37.9K
AWM
1636
Abound Wealth Management
Tennessee
$37.7K +$30.6K +200 +645%
BWL
1637
Bogart Wealth LLC
Virginia
$37.5K -$1.53K -10 -4%
RCM
1638
Raleigh Capital Management
North Carolina
$37.4K +$35.1K +229 New
CG
1639
Cutler Group
California
$36K -$49K -320 -59%
WB
1640
Webster Bank
Connecticut
$35.9K
PP
1641
Pacifica Partners
Canada
$35.9K -$8.42K -55 -20%
MFT
1642
Moisand Fitzgerald Tamayo
Florida
$35.7K
SWA
1643
SOA Wealth Advisors
New York
$33.7K
KFP
1644
KB Financial Partners
New Jersey
$33K
DSC
1645
Duncker Streett & Co
Missouri
$32.6K
EARNEST Partners
1646
EARNEST Partners
Georgia
$32.6K
OCM
1647
Osterweis Capital Management
California
$32.6K
PCTC
1648
Perkins Coie Trust Company
Washington
$32.6K
TLCM
1649
Twin Lakes Capital Management
California
$32.1K +$153 +1 +0.5%
FMP
1650
Financial Management Professionals
Texas
$31K -$89.1K -582 -76%

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.