WM icon

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 %
SN
1801
Sittner & Nelson
Oregon
$88.1K – – –
TFA
1802
Transamerica Financial Advisors
Florida
$88K -$334K -1,555 -79%
CA
1803
Centerpoint Advisors
Massachusetts
$87K – – –
IWP
1804
IAG Wealth Partners
Wisconsin
$85.5K +$7.67K +36 +10%
OIA
1805
Optimum Investment Advisors
Illinois
$85.3K – – –
SAG
1806
Spotlight Asset Group
Illinois
$85.3K – – –
SWM
1807
Sugarloaf Wealth Management
Georgia
$83.1K – – –
KFI
1808
Key Financial Inc
Pennsylvania
$80.6K – – –
MAWCM
1809
Mine & Arao Wealth Creation & Management
California
$78.3K – – –
VWA
1810
Valued Wealth Advisors
Utah
$72.8K +$2.34K +11 +3%
TVWM
1811
Tower View Wealth Management
Wisconsin
$72.8K -$2.14K -10 -3%
FFL
1812
Financial Freedom LLC
Ohio
$72.4K +$213 +1 +0.3%
AFS
1813
Annapolis Financial Services
Maryland
$69.3K – – –
EC
1814
EntryPoint Capital
New York
$67.1K +$67.1K +315 New
HCM
1815
Hollencrest Capital Management
California
$66.1K -$262K -1,227 -80%
PWMG
1816
Prestige Wealth Management Group
New Jersey
$62K -$19.4K -91 -24%
SNB
1817
Security National Bank
Nebraska
$62K – – –
FWM
1818
FSA Wealth Management
Massachusetts
$62K +$8.74K +41 +16%
BG
1819
Bollard Group
Massachusetts
$62K – – –
RDIA
1820
RE Dickinson Investment Advisors
Iowa
$62K – – –
HFS
1821
HBC Financial Services
Washington
$62K – – –
WR
1822
WD Rutherford
Oregon
$61.4K +$61.4K +288 New
AWM
1823
Abound Wealth Management
Tennessee
$61.4K -$10.9K -51 -15%
CPG
1824
Cornerstone Planning Group
New Jersey
$60.9K +$55.9K +269 +1,121%
SIM
1825
Studio Investment Management
Illinois
$60.7K – – –
71 72
73
74 75