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Waste Management
WM

Overview Fund Activity

1,987 hedge funds and large institutions have $68.8B invested in Waste Management in 2024 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 792 increasing their positions, 706 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+28
Holders Change %
+1.43%
% of All Funds
28.9%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.73%
New
140
Increased
792
Reduced
706
Closed
83
Calls
$313M
Puts
$209M
Net Calls
+$104M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$405M
2
Swedbank
Swedbank
Sweden
+$225M
3
Barclays
Barclays
United Kingdom
+$201M
4
UBS AM
UBS AM
Illinois
+$188M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$165M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$563M
2
Capital World Investors
Capital World Investors
California
-$442M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$192M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$187M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWA
1701
Moss Adams Wealth Advisors
Washington
$217K +$217K +1,017 New
SFS
1702
Sharp Financial Services
Pennsylvania
$217K +$217K +1,016 New
PD
1703
Planning Directions
Pennsylvania
$216K +$640 +3 +0.3%
NG
1704
NatWest Group
United Kingdom
$216K – – –
SWM
1705
Selective Wealth Management
Virginia
$216K – – –
SWM
1706
Seed Wealth Management
Illinois
$216K – – –
GG
1707
Greenwood Gearhart
Arkansas
$216K – – –
MSR
1708
Main Street Research
Connecticut
$216K +$11.3K +53 +6%
CRC
1709
Curi RMB Capital
Illinois
$216K -$390K -1,829 -64%
CH
1710
Cromwell Holdings
Wyoming
$215K +$215K +1,010 New
EFG
1711
Ethos Financial Group
Pennsylvania
$215K -$1.92K -9 -0.9%
RB
1712
Rodgers Brothers
Pennsylvania
$215K -$5.33K -25 -2%
HI
1713
Human Investing
Oregon
$215K – – –
KCFA
1714
Key Client Fiduciary Advisors
New Jersey
$214K -$4.69K -22 -2%
AWM
1715
Aprio Wealth Management
Georgia
$214K +$4.69K +22 +2%
WWP
1716
Walden Wealth Partners
Ohio
$213K – – –
KC
1717
Knuff & Co
California
$213K – – –
BCM
1718
Birmingham Capital Management
Alabama
$213K – – –
SCM
1719
Sterneck Capital Management
Missouri
$213K – – –
AA
1720
Alta Advisers
United Kingdom
$213K – – –
WIM
1721
WealthPlan Investment Management
Nebraska
$213K – – –
CNWM
1722
Clay Northam Wealth Management
California
$213K – – –
FIB
1723
First Interstate Bank
Montana
$213K +$2.77K +13 +1%
FFA
1724
Florida Financial Advisors
Florida
$212K -$47.6K -223 -18%
PP
1725
Patten & Patten
Tennessee
$212K +$213 +1 +0.1%
67 68
69
70 71