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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 %
FW
1651
FirstPurpose Wealth
Utah
$225K +$225K +1,082 New
KWA
1652
Kellett Wealth Advisors
Ohio
$224K +$224K +1,052 New
FNBTCON
1653
First National Bank & Trust Co of Newtown
Pennsylvania
$224K +$224K +1,050 New
T
1654
TNF
Montana
$223K -$7.79K -37 -3%
WPP
1655
Whalerock Point Partners
Rhode Island
$223K +$223K +1,048 New
APA
1656
Astoria Portfolio Advisors
New York
$223K +$223K +1,087 New
PPWP
1657
Premier Path Wealth Partners
New Jersey
$223K +$223K +1,046 New
SCM
1658
Silvant Capital Management
Georgia
$223K – – –
FG
1659
Fiduciary Group
Georgia
$222K +$222K +1,040 New
RA
1660
Resolute Advisors
California
$221K -$234K -1,096 -51%
RB
1661
Rodgers Brothers
Pennsylvania
$220K +$220K +1,033 New
WGC
1662
Watts Gwilliam & Co
Arizona
$220K +$220K +1,049 New
HNB
1663
Hilltop National Bank
Wyoming
$220K +$220K +1,031 New
LCM
1664
Leisure Capital Management
California
$219K +$219K +1,029 New
MCM
1665
MV Capital Management
Maryland
$219K -$213 -1 -0.1%
KCFA
1666
Key Client Fiduciary Advisors
New Jersey
$219K +$219K +1,027 New
FWM
1667
Fairhaven Wealth Management
Illinois
$219K -$91.2K -428 -29%
KCM
1668
Kanawha Capital Management
Virginia
$219K -$32.6K -153 -13%
WCG
1669
Weaver Consulting Group
California
$218K +$218K +1,023 New
SFG
1670
Sovereign Financial Group
Connecticut
$217K +$217K +1,020 New
EFG
1671
Ethos Financial Group
Pennsylvania
$217K -$20.5K -96 -9%
QC
1672
Quent Capital
New York
$217K +$44.1K +207 +26%
DSN
1673
D. Scott Neal
Kentucky
$217K +$217K +1,017 New
NA
1674
Navellier & Associates
Nevada
$217K +$217K +1,016 New
KWS
1675
Keystone Wealth Services
California
$216K -$44.5K -209 -17%
65 66
67
68 69