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Waste Management
WM

Overview Fund Activity

1,959 hedge funds and large institutions have $68.7B invested in Waste Management in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 674 increasing their positions, 771 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,959
Holders Change
+100
Holders Change %
+5.38%
% of All Funds
28.4%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.77%
New
216
Increased
674
Reduced
771
Closed
89
Calls
$404M
Puts
$420M
Net Calls
-$15.7M
Net Calls Change
-$190M

Top Buyers

1
BPC
Banque Pictet & Cie
Switzerland
+$382M
2
SGA
Sustainable Growth Advisers
Connecticut
+$301M
3
Capital World Investors
Capital World Investors
California
+$278M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$240M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.56B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$186M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$161M
4
ATN
AMF Tjänstepension
Sweden
-$154M
5
Swedbank
Swedbank
Sweden
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1776
Mascoma Wealth Management
New Hampshire
$141K -$4.26K -20 -3%
CJL
1777
Cyrus J. Lawrence
New York
$137K +$137K +645 New
CA
1778
Continuum Advisory
Idaho
$136K +$136K +647 New
MA
1779
Montag & Associates
Georgia
$135K – – –
CB
1780
CNB Bank
Pennsylvania
$130K +$40.7K +191 +46%
BFP
1781
Briaud Financial Planning
Texas
$125K +$125K +585 New
NFSG
1782
Newbridge Financial Services Group
Florida
$124K -$19K -89 -13%
HT
1783
Headlands Technologies
Illinois
$122K +$122K +571 New
SWC
1784
Spectrum Wealth Counsel
Indiana
$120K – – –
C
1785
Covestor
United Kingdom
$115K -$31.7K -149 -22%
GC
1786
Garde Capital
Washington
$113K +$113K +532 New
IWA
1787
Icon Wealth Advisors
Texas
$113K +$113K +529 New
BWAM
1788
Boyd Watterson Asset Management
Ohio
$111K – – –
TCA
1789
Trifecta Capital Advisors
Illinois
$110K -$91.2K -428 -45%
EWP
1790
Elevation Wealth Partners
California
$107K -$58.6K -275 -35%
PMFA
1791
Plante Moran Financial Advisors
Michigan
$104K +$3.2K +15 +3%
WAG
1792
Wiser Advisor Group
Arizona
$102K +$213 +1 +0.2%
BWM
1793
BKM Wealth Management
Wisconsin
$101K +$14.7K +69 +17%
PP
1794
Pacifica Partners
Canada
$99.5K – – –
IRC
1795
Investors Research Corp
Georgia
$97.8K -$30.9K -145 -24%
SL
1796
Salomon & Ludwin
Virginia
$97.6K +$19.8K +93 +25%
CNBTD
1797
Citizens National Bank Trust Department
Mississippi
$95.9K -$10.7K -50 -10%
CWP
1798
Concord Wealth Partners
Virginia
$95.2K – – –
CBT
1799
CoreFirst Bank & Trust
Kansas
$93.8K -$10.7K -50 -10%
BAM
1800
Byrne Asset Management
New Jersey
$90.6K -$16K -75 -15%
70 71
72
73 74