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Waste Management
WM

Overview Fund Activity

1,734 hedge funds and large institutions have $49.4B invested in Waste Management in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 663 increasing their positions, 668 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
-27
Holders Change %
-1.53%
% of All Funds
27.65%
Holding in Top 10
27
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-41.3%
% of All Funds
0.43%
New
104
Increased
663
Reduced
668
Closed
114
Calls
$325M
Puts
$383M
Net Calls
-$57.8M
Net Calls Change
-$243M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$169M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$120M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$90M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$77.4M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$77M

Top Sellers

1
BlackRock
BlackRock
New York
-$142M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$122M
3
Lazard Asset Management
Lazard Asset Management
New York
-$107M
4
Two Sigma Investments
Two Sigma Investments
New York
-$74.4M
5
Bank of America
Bank of America
North Carolina
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MKA
1776
M. Kulyk & Associates
Georgia
– -$260K -1,498 Closed
AWP
1777
Abacus Wealth Partners
California
– -$259K -1,491 Closed
PAM
1778
Private Asset Management
California
– -$253K -1,460 Closed
CBB
1779
Citizens Business Bank
California
– -$251K -1,450 Closed
HCM
1780
Hilton Capital Management
New York
– -$250K -1,442 Closed
CA
1781
Continuum Advisory
Idaho
– -$246K -1,420 Closed
GIP
1782
Greatmark Investment Partners
Georgia
– -$238K -1,375 Closed
KMWM
1783
Keudell/Morrison Wealth Management
Oregon
– -$238K -1,371 Closed
CRI
1784
Colonial River Investments
Virginia
– -$236K -1,362 Closed
QT
1785
Quantamental Technologies
New York
– -$233K -1,343 Closed
BCP
1786
Berkeley Capital Partners
Georgia
– -$230K -1,328 Closed
CF
1787
Corrigan Financial
Rhode Island
– -$227K -1,310 Closed
FFA
1788
Fi3 Financial Advisors
Indiana
– -$227K -1,307 Closed
ABLA
1789
Alan B. Lancz & Associates
Ohio
– -$225K -1,300 Closed
WC
1790
Waterloo Capital
Texas
– -$224K -1,294 Closed
WAG
1791
Winthrop Advisory Group
Massachusetts
– -$223K -1,286 Closed
PCMC
1792
Paragon Capital Management (Colorado)
Colorado
– -$223K -1,285 Closed
MWM
1793
Merriman Wealth Management
Washington
– -$222K -1,281 Closed
ABP
1794
Arthur B. Page
– -$221K -1,275 Closed
HWMG
1795
Hurlow Wealth Management Group
Indiana
– -$221K -1,274 Closed
EFSCE
1796
Enterprise Financial Services Corp (EFSC)
Missouri
– -$221K -1,272 Closed
GCA
1797
Genesee Capital Advisors
New York
– -$220K -1,270 Closed
CBFP
1798
Cedar Brook Financial Partners
Ohio
– -$220K -1,269 Closed
CPA
1799
Capital Planning Advisors
California
– -$219K -1,260 Closed
LWM
1800
Laidlaw Wealth Management
New York
– -$218K -1,258 Closed
70 71
72
73 74