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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
SAG
1751
SageView Advisory Group
California
$208K +$202K +973 New
FWI
1752
Facet Wealth Inc
Maryland
$208K +$215K +1,032 New
TPA
1753
Trivium Point Advisory
Connecticut
$207K +$202K +972 New
CCA
1754
Childress Capital Advisors
Texas
$207K +$1.87K +9 +0.9%
PIM
1755
Profit Investment Management
Maryland
$207K
EL
1756
EWA LLC
Pennsylvania
$207K +$196K +945 New
IP
1757
Ignite Planners
California
$207K +$204K +982 New
HIA
1758
Harbor Investment Advisory
Maryland
$206K
TWA
1759
TCI Wealth Advisors
Arizona
$206K +$3.53K +17 +2%
MS
1760
Madden Securities
Texas
$206K -$27.4K -132 -12%
CWM
1761
Circle Wealth Management
New Jersey
$206K -$124K -598 -38%
OL
1762
OneFund LLC
Florida
$205K +$1.66K +8 +0.8%
JMFC
1763
J.M. Forbes & Co
Massachusetts
$205K +$199K +959 New
ODIJL
1764
One Day In July LLC
Vermont
$204K -$38.5K -185 -16%
GLR
1765
Great Lakes Retirement
Ohio
$204K -$376K -1,811 -65%
UAML
1766
US Asset Management LLC
Pennsylvania
$204K
SCG
1767
Sonata Capital Group
Washington
$203K
CNFG
1768
Creegan & Nassoura Financial Group
New Hampshire
$203K
LK
1769
Lumbard & Kellner
New Hampshire
$203K
DMBA
1770
Deseret Mutual Benefit Administrators
Utah
$202K +$6.03K +29 +3%
OWA
1771
One Wealth Advisors
California
$202K +$205K +985 New
AWM
1772
AllSquare Wealth Management
New York
$202K
GSCM
1773
Greenfield Seitz Capital Management
Texas
$201K
SFG
1774
Sovereign Financial Group
Connecticut
$201K -$16.2K -78 -8%
UAG
1775
United Advisor Group
Ohio
$200K +$195K +939 New

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.