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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 %
RCM
1701
Raleigh Capital Management
North Carolina
$6.86K +$6.86K +45 New
BOC
1702
Bull Oak Capital
California
$6.71K +$6.71K +44 New
PWMG
1703
Provence Wealth Management Group
California
$6.4K +$6.4K +42 New
SVCP
1704
Silicon Valley Capital Partners
California
$6.15K – – –
RAM
1705
Riggs Asset Management
Pennsylvania
$5.95K -$2.13K -14 -26%
CPG
1706
Cornerstone Planning Group
New Jersey
$5.49K +$305 +2 +6%
CFS
1707
CGC Financial Services
Oregon
$5.34K – – –
LWANC
1708
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.73K – – –
WOSD
1709
WFA of San Diego
California
$4.57K – – –
EBA
1710
Eagle Bay Advisors
New York
$4.57K – – –
SIC
1711
SJS Investment Consulting
Ohio
$4.42K -$152 -1 -3%
SC
1712
Stephens Consulting
Michigan
$4.12K – – –
HWP
1713
Hibernia Wealth Partners
Louisiana
$4.12K +$4.12K +27 New
CWM
1714
Cranbrook Wealth Management
Michigan
$4.03K – – –
DIP
1715
DT Investment Partners
Pennsylvania
$3.96K – – –
BCPWM
1716
Bradley & Co Private Wealth Management
Florida
$3.96K – – –
CWA
1717
Core Wealth Advisors
Florida
$3.35K – – –
CCM
1718
Copeland Capital Management
Pennsylvania
$3.2K – – –
WFA
1719
West Financial Advisors
Iowa
$3.05K – – –
DF
1720
DecisionPoint Financial
Arizona
$3.05K – – –
ECM
1721
Everence Capital Management
Indiana
$2.94K +$326 +2,140 +13%
AWA
1722
Authentikos Wealth Advisory
California
$2.9K +$2.9K +19 New
IPW
1723
Impact Partnership Wealth
Georgia
$2.74K – – –
GA
1724
GoalVest Advisory
New York
$2.59K +$2.59K +17 New
GWSA
1725
Global Wealth Strategies & Associates
Colorado
$2.13K – – –
67 68
69
70 71