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Waste Management

1,859 hedge funds and large institutions have $59.3B invested in Waste Management in 2023 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 627 increasing their positions, 708 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,859
Holders Change
+125
Holders Change %
+7.21%
% of All Funds
27.25%
Holding in Top 10
37
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+37.04%
% of All Funds
0.54%
New
234
Increased
627
Reduced
708
Closed
85
Calls
$418M
Puts
$243M
Net Calls
+$174M
Net Calls Change
+$232M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1701
Sugarloaf Wealth Management
Georgia
$69.8K
PWMG
1702
Prestige Wealth Management Group
New Jersey
$68.4K -$3.58K -20 -5%
AW
1703
Avion Wealth
Texas
$68K -$359 -2 -0.5%
KFI
1704
Key Financial Inc
Pennsylvania
$67.7K
MAWCM
1705
Mine & Arao Wealth Creation & Management
California
$65.8K
IWP
1706
IAG Wealth Partners
Wisconsin
$65.4K
TVWM
1707
Tower View Wealth Management
Wisconsin
$63K
SAG
1708
Spotlight Asset Group
Illinois
$61K
FFL
1709
Financial Freedom LLC
Ohio
$60.8K
AWM
1710
Abound Wealth Management
Tennessee
$60.7K +$18.3K +102 +43%
PCTC
1711
Perkins Coie Trust Company
Washington
$59.1K -$5.37K -30 -8%
LA
1712
LM Advisors
California
$59.1K +$59.1K +330 New
KC
1713
Kepos Capital
New York
$59K -$2.34K -13 -4%
AFS
1714
Annapolis Financial Services
Maryland
$58.2K
A
1715
AJOVista
Massachusetts
$57.1K +$57.1K +319 New
SL
1716
Salomon & Ludwin
Virginia
$55.6K
JWM
1717
Janiczek Wealth Management
Colorado
$53.7K +$30.1K +168 +127%
HFS
1718
HBC Financial Services
Washington
$53K -$984K -5,571 -95%
SNB
1719
Security National Bank
Nebraska
$52.1K +$52.1K +291 New
RDIA
1720
RE Dickinson Investment Advisors
Iowa
$52K
BG
1721
Bollard Group
Massachusetts
$52K +$359 +2 +0.7%
SIM
1722
Studio Investment Management
Illinois
$51K
VWA
1723
Valued Wealth Advisors
Utah
$50.5K +$50.5K +331 New
CIA
1724
Cape Investment Advisory
Georgia
$50.5K -$1.07K -6 -2%
SIS
1725
Strategic Investment Solutions
Illinois
$50.1K -$2.23M -12,460 -98%