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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 %
BWL
1626
Bogart Wealth LLC
Virginia
$39.8K +$3.2K +21 +9%
SOAMC
1627
Spirit of America Management Corp
New York
$38.1K +$15.2K +100 +67%
RWM
1628
Ruedi Wealth Management
Illinois
$37.6K – – –
AWM
1629
Abound Wealth Management
Tennessee
$36.1K -$305 -2 -0.8%
AP
1630
Arlington Partners
Alabama
$35.8K -$212K -1,394 -86%
CCP
1631
Carmel Capital Partners
California
$35.8K +$305 +2 +0.9%
AT
1632
Arlington Trust
Alabama
$35.8K +$35.8K +235 New
MRC
1633
Millburn Ridgefield Corp
New York
$35.2K +$35.2K +231 New
MFT
1634
Moisand Fitzgerald Tamayo
Florida
$33.4K – – –
BCMLT
1635
Beacon Capital Management LLC (Tennessee)
Tennessee
$33K – – –
NCM
1636
Northwest Capital Management
Oregon
$32K – – –
SWA
1637
SOA Wealth Advisors
New York
$31.2K – – –
CTWM
1638
Cherry Tree Wealth Management
Minnesota
$31.1K +$153 +1 +0.5%
KFP
1639
KB Financial Partners
New Jersey
$31K – – –
OCM
1640
Osterweis Capital Management
California
$30.5K – – –
DSC
1641
Duncker Streett & Co
Missouri
$30.5K – – –
EARNEST Partners
1642
EARNEST Partners
Georgia
$30.5K – – –
TLCM
1643
Twin Lakes Capital Management
California
$30.3K +$152 +1 +0.5%
SOW
1644
State of Wyoming
Wyoming
$29.1K +$29.1K +191 New
CSWM
1645
Cassady Schiller Wealth Management
Ohio
$29K – – –
JWA
1646
JFS Wealth Advisors
Pennsylvania
$28.2K +$305 +2 +1%
FMP
1647
Financial Management Professionals
Texas
$28K +$1.84K +12 +7%
ITIM
1648
Indiana Trust & Investment Management
Indiana
$27.9K +$27.9K +183 New
AA
1649
Addison Advisors
Vermont
$27.3K – – –
AS
1650
Altshuler Shaham
Israel
$26.5K -$7.93K -52 -23%
64 65
66
67 68