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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
CP
1776
Castleview Partners
Texas
$159K
TCM
1777
Tradewinds Capital Management
Washington
$149K
FCT
1778
First Community Trust
Iowa
$149K
NC
1779
NewSquare Capital
Pennsylvania
$149K
AIM
1780
Acropolis Investment Management
Missouri
$149K +$137K +698 New
OPTFSNA
1781
Old Point Trust & Financial Services N A
Virginia
$148K
FP
1782
Financial Perspectives
Minnesota
$146K -$5.11K -26 -4%
RTC
1783
Riverview Trust Company
Washington
$144K +$133K +675 New
GKIM
1784
GW&K Investment Management
Massachusetts
$143K +$590 +3 +0.4%
MAM
1785
Magellan Asset Management
Australia
$143K -$35K -178 -21%
GI
1786
Gradient Investments
Minnesota
$142K -$424K -2,160 -76%
MWM
1787
Mascoma Wealth Management
New Hampshire
$141K -$3.93K -20 -3%
CJL
1788
Cyrus J. Lawrence
New York
$137K +$127K +645 New
CA
1789
Continuum Advisory
Idaho
$136K +$127K +647 New
MA
1790
Montag & Associates
Georgia
$135K
CB
1791
CNB Bank
Pennsylvania
$130K +$37.5K +191 +46%
BFP
1792
Briaud Financial Planning
Texas
$125K +$115K +585 New
NFSG
1793
Newbridge Financial Services Group
Florida
$124K -$17.5K -89 -13%
HT
1794
Headlands Technologies
Illinois
$122K +$112K +571 New
SWC
1795
Spectrum Wealth Counsel
Indiana
$120K
C
1796
Covestor
United Kingdom
$115K -$29.3K -149 -22%
GC
1797
Garde Capital
Washington
$113K +$105K +532 New
IWA
1798
Icon Wealth Advisors
Texas
$113K +$104K +529 New
BWAM
1799
Boyd Watterson Asset Management
Ohio
$111K
TCA
1800
Trifecta Capital Advisors
Illinois
$110K -$84.1K -428 -45%

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.