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Waste Management

1,970 hedge funds and large institutions have $69.1B invested in Waste Management in 2024 Q1 according to their latest regulatory filings, with 218 funds opening new positions, 676 increasing their positions, 777 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 89

46% more funds holding in top 10

Funds holding in top 10: 3754 (+17)

16% more capital invested

Capital invested by funds: $59.6B → $69.1B (+$9.48B)

5% more funds holding

Funds holding: 1,8681,970 (+102)

4% less call options, than puts

Call options by funds: $404M | Put options by funds: $420M

1.72% less ownership

Funds ownership: 82.7%80.98% (-1.7%)

13% less repeat investments, than reductions

Existing positions increased: 676 | Existing positions reduced: 777

Holders
1,970
Holders Change
+102
Holders Change %
+5.46%
% of All Funds
28.38%
Holding in Top 10
54
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+45.95%
% of All Funds
0.78%
New
218
Increased
676
Reduced
777
Closed
89
Calls
$404M
Puts
$420M
Net Calls
-$15.7M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1726
DGS Capital Management
New Jersey
$207K +$190K +969 New
PIM
1727
Profit Investment Management
Maryland
$207K +$190K +969 New
WA
1728
Wealthstream Advisors
New York
$206K -$150K -764 -44%
ECM
1729
Exchange Capital Management
Michigan
$206K +$190K +968 New
HIA
1730
Harbor Investment Advisory
Maryland
$206K -$4.52K -23 -2%
GWA
1731
Gratus Wealth Advisors
Virginia
$205K +$197K +1,000 New
MFP
1732
Meridian Financial Partners
Virginia
$205K +$197K +1,000 New
PBF
1733
Petix & Botte Financial
California
$205K -$189K -961 -50%
CCA
1734
Childress Capital Advisors
Texas
$205K +$189K +960 New
LWL
1735
Leo Wealth LLC
Texas
$204K +$188K +959 New
MSR
1736
Main Street Research
Connecticut
$204K +$188K +959 New
SCP
1737
Sivia Capital Partners
California
$204K +$188K +958 New
UAML
1738
US Asset Management LLC
Pennsylvania
$204K +$188K +957 New
CNFG
1739
Creegan & Nassoura Financial Group
New Hampshire
$202K +$187K +950 New
KCPG
1740
Kavar Capital Partners Group
Kansas
$202K +$187K +950 New
LK
1741
Lumbard & Kellner
New Hampshire
$202K +$187K +950 New
TWA
1742
TCI Wealth Advisors
Arizona
$202K +$187K +950 New
OL
1743
OneFund LLC
Florida
$202K +$187K +951 New
IWN
1744
Independent Wealth Network
Iowa
$202K +$186K +949 New
SCG
1745
Sonata Capital Group
Washington
$202K +$187K +950 New
SP
1746
Stonebrook Private
Michigan
$202K +$186K +946 New
AWM
1747
AllSquare Wealth Management
New York
$201K
GSCM
1748
Greenfield Seitz Capital Management
Texas
$201K +$186K +944 New
OMC
1749
Old Mission Capital
Illinois
$201K -$4.58M -23,305 -96%
AFM
1750
Abbot Financial Management
Massachusetts
$200K +$185K +940 New

WM Hedge Fund Activity: Q1 2024 in Review

1,970 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2024, worth a combined $69.1B — up 16% from $59.6B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new WM positions and 89 closed out — a net gain of 129 holders — while 676 added to existing stakes and 777 trimmed.

The largest buyer was Banque Pictet & Cie, adding an estimated $352M. The largest seller was Morgan Stanley, cutting an estimated $1.44B.

  • 1,970 institutional investors held Waste Management (WM) as of Q1 2024, up from 1,868 in Q4 2023.
  • Funds reported $69.1B of Waste Management stock for Q1 2024, up 16% quarter-over-quarter.
  • 218 funds opened new Waste Management positions in Q1 2024 and 89 closed out, a net change of +129 holders.
  • The largest Waste Management buyer in Q1 2024 was Banque Pictet & Cie, an estimated $352M added.
  • The largest Waste Management seller in Q1 2024 was Morgan Stanley, an estimated $1.44B sold.

Based on aggregated 13F filings for Q1 2024.