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Waste Management

1,732 hedge funds and large institutions have $53.7B invested in Waste Management in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 636 increasing their positions, 671 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $621M | Put options by funds: $404M

27% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 102

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

1.53% more ownership

Funds ownership: 79.58%81.1% (+1.5%)

3% more capital invested

Capital invested by funds: $52B → $53.7B (+$1.69B)

0% less funds holding

Funds holding: 1,7371,732 (-5)

5% less repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 671

Holders
1,732
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
27.6%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
130
Increased
636
Reduced
671
Closed
102
Calls
$621M
Puts
$404M
Net Calls
+$217M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1701
VitalStone Financial
Texas
$6K +$5.51K +36 New
HWM
1702
Horizons Wealth Management
North Carolina
$5.38K
LWANC
1703
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.06K
SIC
1704
SJS Investment Consulting
Ohio
$4.9K -$306 -2 -6%
EBA
1705
Eagle Bay Advisors
New York
$4.89K
Parallax Volatility Advisers
1706
Parallax Volatility Advisers
California
$4.89K +$4.59K +30 New
SC
1707
Stephens Consulting
Michigan
$4.41K
NECFA
1708
New England Capital Financial Advisors
Connecticut
$4.41K +$4.13K +27 New
DIP
1709
DT Investment Partners
Pennsylvania
$4.34K
CWM
1710
Cranbrook Wealth Management
Michigan
$4.27K
BCPWM
1711
Bradley & Co Private Wealth Management
Florida
$4.24K
CPA
1712
Cowen Prime Advisors
New York
$4K +$3.98K +26 New
HCP
1713
Hexagon Capital Partners
Arkansas
$3.75K
CWAF
1714
Core Wealth Advisors (Florida)
Florida
$3.59K
DF
1715
DecisionPoint Financial
Arizona
$3.26K
BAM
1716
Bellevue Asset Management
Washington
$3.26K +$1.53K +10 +100%
PCM
1717
Penserra Capital Management
California
$3K -$3.24M -21,154 -100%
CCM
1718
Copeland Capital Management
Pennsylvania
$3K
ECM
1719
Everence Capital Management
Indiana
$2.79K
CIR
1720
Clear Investment Research
Georgia
$2.45K +$2.3K +15 New
GWSA
1721
Global Wealth Strategies & Associates
Colorado
$2.28K +$2.14K +14 New
UFF
1722
USA Financial Formulas
Michigan
$2.28K +$2.14K +14 New
RMC
1723
Resources Management Corp
Connecticut
$2K -$1.21M -7,882 -99%
MBFW
1724
Morton Brown Family Wealth
Pennsylvania
$1.79K +$1.69K +11 New
HWP
1725
Highline Wealth Partners
California
$1.63K

WM Hedge Fund Activity: Q1 2023 in Review

1,732 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2023, worth a combined $53.7B — up 3.2% from $52B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new WM positions and 102 closed out — a net gain of 28 holders — while 636 added to existing stakes and 671 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $138M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $129M.

  • 1,732 institutional investors held Waste Management (WM) as of Q1 2023, down from 1,737 in Q4 2022.
  • Funds reported $53.7B of Waste Management stock for Q1 2023, up 3.2% quarter-over-quarter.
  • 130 funds opened new Waste Management positions in Q1 2023 and 102 closed out, a net change of +28 holders.
  • The largest Waste Management buyer in Q1 2023 was Capital Research Global Investors, an estimated $138M added.
  • The largest Waste Management seller in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $129M sold.

Based on aggregated 13F filings for Q1 2023.