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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1676
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.1K -$2.24M -14,685 -99%
SIS
1677
Sound Income Strategies
Florida
$13.1K – – –
RBC
1678
Roble Belko & Company
Pennsylvania
$13K – – –
AIC
1679
Archer Investment Corporation
Indiana
$12.7K – – –
RW
1680
RVW Wealth
California
$12.7K +$12.7K +83 New
HWA
1681
HHM Wealth Advisors
Tennessee
$12.5K -$27.3K -179 -69%
TC
1682
Trust Company
Kansas
$12.3K – – –
EWM
1683
Evermay Wealth Management
Virginia
$12.2K – – –
MCA
1684
Maryland Capital Advisors
Maryland
$12.2K – – –
KFS
1685
Kelly Financial Services
Massachusetts
$11.6K +$5.82K +38 +100%
KIG
1686
Kessler Investment Group
Indiana
$11.3K – – –
MTIC
1687
Missouri Trust & Investment Company
Missouri
$10.7K – – –
BIA
1688
Bell Investment Advisors
California
$10.1K -$3.05K -20 -23%
RDFA
1689
Ritter Daniher Financial Advisory
Ohio
$10.1K – – –
HCP
1690
Hexagon Capital Partners
Arkansas
$9.76K +$5.79K +38 +146%
GC
1691
Gould Capital
Washington
$9.07K -$3.78K -25 -29%
VAG
1692
VisionPoint Advisory Group
Texas
$8.23K +$8.23K +54 New
JFG
1693
JDM Financial Group
Texas
$8.08K – – –
LIA
1694
Luken Investment Analytics
Tennessee
$7.62K -$7.62K -50 -50%
IHWM
1695
Iron Horse Wealth Management
Iowa
$7.62K – – –
FGA
1696
Fortis Group Advisors
New Jersey
$7.62K +$7.62K +50 New
PCFFS
1697
Pacific Center for Financial Services
California
$7.51K – – –
HWM
1698
Horizons Wealth Management
North Carolina
$7.47K – – –
RWPA
1699
Richard W. Paul & Associates
Michigan
$6.86K +$5.79K +38 +543%
AFG
1700
Albion Financial Group
Utah
$6.86K +$6.86K +45 New
66 67
68
69 70