We are live on ! Find out more
WM icon

Waste Management

1,770 hedge funds and large institutions have $56.5B invested in Waste Management in 2023 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 637 increasing their positions, 703 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $451M | Put options by funds: $266M

62% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 76

27% more funds holding in top 10

Funds holding in top 10: 3747 (+10)

5% more capital invested

Capital invested by funds: $53.7B → $56.5B (+$2.73B)

2% more funds holding

Funds holding: 1,7321,770 (+38)

9% less repeat investments, than reductions

Existing positions increased: 637 | Existing positions reduced: 703

1.11% less ownership

Funds ownership: 81.1%80% (-1.1%)

Holders
1,770
Holders Change
+38
Holders Change %
+2.19%
% of All Funds
27.79%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.74%
New
123
Increased
637
Reduced
703
Closed
76
Calls
$451M
Puts
$266M
Net Calls
+$185M
Net Calls Change
-$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TLCM
1676
Twin Lakes Capital Management
California
$34.3K +$165 +1 +0.5%
CSWM
1677
Cassady Schiller Wealth Management
Ohio
$33K +$14.9K +90 +90%
BCMLT
1678
Beacon Capital Management LLC (Tennessee)
Tennessee
$33K +$20.2K +122 +179%
JWA
1679
JFS Wealth Advisors
Pennsylvania
$31.7K -$992 -6 -3%
DI
1680
Disciplined Investments
Oklahoma
$31.4K -$165 -1 -0.5%
AA
1681
Addison Advisors
Vermont
$31K
FMP
1682
Financial Management Professionals
Texas
$30K -$2.65K -16 -9%
AI
1683
AXS Investments
New York
$29.7K -$16K -97 -36%
SIS
1684
Strategic Investment Solutions
Illinois
$29.3K
Loomis, Sayles & Company
1685
Loomis, Sayles & Company
Massachusetts
$29K +$16.9K +102 +159%
SGC
1686
Slocum, Gordon & Co
Rhode Island
$28.1K +$16.9K +102 +173%
MFA
1687
McClarren Financial Advisors
Pennsylvania
$28K
POIA
1688
Pin Oak Investment Advisors
Texas
$28K
MS
1689
Mizuho Securities
Japan
$27.7K +$26.5K +160 New
SOAMC
1690
Spirit of America Management Corp
New York
$26K +$24.8K +150 New
PP
1691
PrairieView Partners
Minnesota
$26K
TWD
1692
True Wealth Design
Ohio
$26K
AAP
1693
Arax Advisory Partners
Colorado
$25.9K +$1.32K +8 +6%
MFG
1694
Mendota Financial Group
Wisconsin
$25.3K
BBPWM
1695
Blue Bell Private Wealth Management
Pennsylvania
$23.2K
EWM
1696
Endurance Wealth Management
Rhode Island
$22K
MAM
1697
Magellan Asset Management
Australia
$21K
PP
1698
PFS Partners
New Jersey
$20.8K
WBC
1699
West Branch Capital
Massachusetts
$19.1K
JGIA
1700
Jackson Grant Investment Advisers
Connecticut
$18.9K

WM Hedge Fund Activity: Q2 2023 in Review

1,770 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2023, worth a combined $56.5B — up 5.1% from $53.7B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new WM positions and 76 closed out — a net gain of 47 holders — while 637 added to existing stakes and 703 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $370M. The largest seller was OFI Invest Asset Management, cutting an estimated $318M.

  • 1,770 institutional investors held Waste Management (WM) as of Q2 2023, up from 1,732 in Q1 2023.
  • Funds reported $56.5B of Waste Management stock for Q2 2023, up 5.1% quarter-over-quarter.
  • 123 funds opened new Waste Management positions in Q2 2023 and 76 closed out, a net change of +47 holders.
  • The largest Waste Management buyer in Q2 2023 was Goldman Sachs, an estimated $370M added.
  • The largest Waste Management seller in Q2 2023 was OFI Invest Asset Management, an estimated $318M sold.

Based on aggregated 13F filings for Q2 2023.