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Waste Management
WM

Overview Fund Activity

1,979 hedge funds and large institutions have $65.5B invested in Waste Management in 2024 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 788 increasing their positions, 708 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,979
Holders Change
-8
Holders Change %
-0.4%
% of All Funds
28.62%
Holding in Top 10
36
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28%
% of All Funds
0.52%
New
126
Increased
788
Reduced
708
Closed
106
Calls
$259M
Puts
$347M
Net Calls
-$87.9M
Net Calls Change
-$192M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$286M
2
Swedbank
Swedbank
Sweden
+$147M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$145M
4
Parnassus Investments
Parnassus Investments
California
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$103M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$623M
2
ATN
AMF Tjänstepension
Sweden
-$287M
3
APG Asset Management
APG Asset Management
Netherlands
-$167M
4
BlackRock
BlackRock
New York
-$163M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
1651
Carolinas Wealth Consulting
North Carolina
$227K +$2.49K +12 +1%
FGG
1652
Financial Guidance Group
Florida
$227K – – –
MRCM
1653
M&R Capital Management
New Jersey
$227K +$2.28K +11 +1%
SIS
1654
Sound Income Strategies
Florida
$226K -$196K -942 -46%
GLLW
1655
Graves Light Lenhart Wealth
Virginia
$226K – – –
ODIJL
1656
One Day In July LLC
Vermont
$225K +$26K +125 +13%
OWM
1657
OneAscent Wealth Management
Alabama
$224K -$160K -771 -42%
BCA
1658
Bray Capital Advisors
Florida
$223K – – –
RP
1659
Rice Partnership
Hawaii
$223K +$223K +1,073 New
FNBTCON
1660
First National Bank & Trust Co of Newtown
Pennsylvania
$222K – – –
EWM
1661
Elevatus Welath Management
New York
$221K +$17.4K +84 +9%
SLC
1662
Second Line Capital
Louisiana
$219K – – –
BCG
1663
Breakwater Capital Group
New Jersey
$219K +$3.74K +18 +2%
KWA
1664
Kellett Wealth Advisors
Ohio
$218K – – –
CRIG
1665
Charter Research & Investment Group
Connecticut
$218K – – –
PDL
1666
Portfolio Design Labs
California
$218K -$25.3K -122 -10%
WPP
1667
Whalerock Point Partners
Rhode Island
$218K – – –
EL
1668
EWA LLC
Pennsylvania
$218K +$7.98K +36 +4%
FG
1669
Fiduciary Group
Georgia
$217K +$1.25K +6 +0.6%
WA
1670
Wealth Alliance
New York
$217K -$13.1K -63 -6%
RA
1671
Resolute Advisors
California
$217K +$831 +4 +0.4%
SCM
1672
Silvant Capital Management
Georgia
$217K – – –
FCB
1673
First County Bank
Connecticut
$216K – – –
UAML
1674
US Asset Management LLC
Pennsylvania
$216K – – –
WGC
1675
Watts Gwilliam & Co
Arizona
$216K +$216K +1,034 New
65 66
67
68 69