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Waste Management

1,998 hedge funds and large institutions have $69.1B invested in Waste Management in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 798 increasing their positions, 709 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 85

50% more call options, than puts

Call options by funds: $313M | Put options by funds: $209M

13% more repeat investments, than reductions

Existing positions increased: 798 | Existing positions reduced: 709

1% more funds holding

Funds holding: 1,9701,998 (+28)

0% more capital invested

Capital invested by funds: $69.1B → $69.1B (+$15.5M)

0.13% less ownership

Funds ownership: 80.98%80.85% (-0.13%)

6% less funds holding in top 10

Funds holding in top 10: 5451 (-3)

Holders
1,998
Holders Change
+28
Holders Change %
+1.42%
% of All Funds
28.86%
Holding in Top 10
51
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.56%
% of All Funds
0.74%
New
141
Increased
798
Reduced
709
Closed
85
Calls
$313M
Puts
$209M
Net Calls
+$104M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1701
Simon Quick Advisors
New Jersey
$219K +$214K +1,028 New
FWM
1702
Fairhaven Wealth Management
Illinois
$219K
WCG
1703
Weaver Consulting Group
California
$218K
HNB
1704
Hilltop National Bank
Wyoming
$218K -$1.66K -8 -0.8%
NCFG
1705
New Century Financial Group
New Jersey
$218K +$212K +1,022 New
WFA
1706
Websterrogers Financial Advisors
South Carolina
$217K +$3.74K +18 +2%
NA
1707
Navellier & Associates
Nevada
$217K +$416 +2 +0.2%
KWS
1708
Keystone Wealth Services
California
$217K +$416 +2 +0.2%
DSN
1709
D. Scott Neal
Kentucky
$217K
MAWA
1710
Moss Adams Wealth Advisors
Washington
$217K +$211K +1,017 New
SFS
1711
Sharp Financial Services
Pennsylvania
$217K +$211K +1,016 New
PD
1712
Planning Directions
Pennsylvania
$216K +$624 +3 +0.3%
NG
1713
NatWest Group
United Kingdom
$216K
SWM
1714
Selective Wealth Management
Virginia
$216K
GG
1715
Greenwood Gearhart
Arkansas
$216K
SWM
1716
Seed Wealth Management
Illinois
$216K
MSR
1717
Main Street Research
Connecticut
$216K +$11K +53 +6%
CRC
1718
Curi RMB Capital
Illinois
$216K -$380K -1,829 -64%
CH
1719
Cromwell Holdings
Wyoming
$215K +$210K +1,010 New
EFG
1720
Ethos Financial Group
Pennsylvania
$215K -$1.87K -9 -0.9%
RB
1721
Rodgers Brothers
Pennsylvania
$215K -$5.2K -25 -2%
HI
1722
Human Investing
Oregon
$215K
KCFA
1723
Key Client Fiduciary Advisors
New Jersey
$214K -$4.57K -22 -2%
AWM
1724
Aprio Wealth Management
Georgia
$214K +$4.57K +22 +2%
WWP
1725
Walden Wealth Partners
Ohio
$213K

WM Hedge Fund Activity: Q2 2024 in Review

1,998 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2024, worth a combined $69.1B — up 0.02% from $69.1B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new WM positions and 85 closed out — a net gain of 56 holders — while 798 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $395M. The largest seller was Capital Research Global Investors, cutting an estimated $548M.

  • 1,998 institutional investors held Waste Management (WM) as of Q2 2024, up from 1,970 in Q1 2024.
  • Funds reported $69.1B of Waste Management stock for Q2 2024, up 0.02% quarter-over-quarter.
  • 141 funds opened new Waste Management positions in Q2 2024 and 85 closed out, a net change of +56 holders.
  • The largest Waste Management buyer in Q2 2024 was BlackRock, an estimated $395M added.
  • The largest Waste Management seller in Q2 2024 was Capital Research Global Investors, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2024.