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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 %
WTG
1651
West Tower Group
Virginia
$25.8K +$25.8K +169 New
POIA
1652
Pin Oak Investment Advisors
Texas
$25K – – –
MFA
1653
McClarren Financial Advisors
Pennsylvania
$25K +$152 +1 +0.6%
SGC
1654
Slocum, Gordon & Co
Rhode Island
$24.7K – – –
TWD
1655
True Wealth Design
Ohio
$22.8K – – –
AAP
1656
Arax Advisory Partners
Colorado
$22.3K -$459 -3 -2%
MFG
1657
Mendota Financial Group
Wisconsin
$22.3K – – –
DFA
1658
DHJJ Financial Advisors
Illinois
$21.2K +$21.2K +139 New
Loomis, Sayles & Company
1659
Loomis, Sayles & Company
Massachusetts
$21K -$4.45K -29 -17%
BBPWM
1660
Blue Bell Private Wealth Management
Pennsylvania
$20.4K – – –
JWM
1661
Janiczek Wealth Management
Colorado
$20.1K +$5.03K +33 +33%
VWM
1662
Venturi Wealth Management
Texas
$18.4K +$2.44K +16 +15%
PP
1663
PFS Partners
New Jersey
$18.3K – – –
CWA
1664
Carolina Wealth Advisors
South Carolina
$17.5K +$8.38K +55 +92%
WBC
1665
West Branch Capital
Massachusetts
$16.8K – – –
JGIA
1666
Jackson Grant Investment Advisers
Connecticut
$16.6K – – –
SFG
1667
Steward Financial Group
Texas
$16K -$23.8K -156 -60%
NRG
1668
Nemes Rush Group
Michigan
$15.5K – – –
LWA
1669
Lowe Wealth Advisors
Maryland
$15.5K – – –
FWM
1670
Focused Wealth Management
New York
$15.5K – – –
PO
1671
Private Ocean
California
$15.2K – – –
Optiver Holding
1672
Optiver Holding
Netherlands
$14.3K +$14.3K +94 New
OLVIG
1673
Oliver Lagore Vanvalin Investment Group
Michigan
$13.9K – – –
APC
1674
Aspire Private Capital
North Carolina
$13.8K -$1.38K -9 -9%
CTB
1675
Country Trust Bank
Illinois
$13.7K +$13.7K +90 New
65 66
67
68 69