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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 %
PCMC
1751
Planning Capital Management Corporation
Pennsylvania
$33.3K +$33.3K +186 New
AA
1752
Addison Advisors
Vermont
$32.1K
CPG
1753
Custom Portfolio Group
Colorado
$32.1K +$32.1K +179 New
FMP
1754
Financial Management Professionals
Texas
$32K -$715 -4 -2%
MFA
1755
McClarren Financial Advisors
Pennsylvania
$30K +$182 +1 +0.6%
GC
1756
Gilfoyle & Co
California
$30K +$30K +165 New
DI
1757
DAGCO Inc
Ohio
$29.7K +$29.7K +166 New
DWS
1758
Dynamic Wealth Strategies
California
$29.7K +$29.7K +166 New
POIA
1759
Pin Oak Investment Advisors
Texas
$29K
SGC
1760
Slocum, Gordon & Co
Rhode Island
$29K
VWM
1761
Venturi Wealth Management
Texas
$28.3K +$6.63K +37 +31%
LI
1762
Louisbourg Investments
New Brunswick, Canada
$27.8K +$27.8K +155 New
AWM
1763
Atticus Wealth Management
Florida
$27.7K -$24.5K -137 -47%
S
1764
Sachetta
Massachusetts
$27.5K +$27.5K +153 New
TWD
1765
True Wealth Design
Ohio
$26.8K
AS
1766
Altshuler Shaham
Israel
$26.3K -$4.84K -27 -16%
MFG
1767
Mendota Financial Group
Wisconsin
$26.1K
BCMLT
1768
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.1K -$2.9K -19 -10%
AAP
1769
Arax Advisory Partners
Colorado
$25.5K -$720 -4 -3%
DFA
1770
DHJJ Financial Advisors
Illinois
$24.9K
BBPWM
1771
Blue Bell Private Wealth Management
Pennsylvania
$24K
RFS
1772
Richardson Financial Services
Massachusetts
$23.8K +$23.8K +133 New
FFO
1773
Fortitude Family Office
Arizona
$23.3K +$23.3K +130 New
PP
1774
PFS Partners
New Jersey
$21.5K
CWA
1775
Carolina Wealth Advisors
South Carolina
$20.6K