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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
EWP
1801
Elevation Wealth Partners
California
$107K -$54K -275 -35%
PMFA
1802
Plante Moran Financial Advisors
Michigan
$104K +$2.95K +15 +3%
WAG
1803
Wiser Advisor Group
Arizona
$102K +$197 +1 +0.2%
BWM
1804
BKM Wealth Management
Wisconsin
$101K +$13.6K +69 +17%
PP
1805
Pacifica Partners
Canada
$99.5K
IRC
1806
Investors Research Corp
Georgia
$97.8K -$28.5K -145 -24%
SL
1807
Salomon & Ludwin
Virginia
$97.6K +$18.3K +93 +25%
CNBTD
1808
Citizens National Bank Trust Department
Mississippi
$95.9K -$9.83K -50 -10%
CWP
1809
Concord Wealth Partners
Virginia
$95.2K
CBT
1810
CoreFirst Bank & Trust
Kansas
$93.8K -$9.83K -50 -10%
BAM
1811
Byrne Asset Management
New Jersey
$90.6K -$14.7K -75 -15%
SN
1812
Sittner & Nelson
Oregon
$88.1K
TFA
1813
Transamerica Financial Advisors
Florida
$88K -$306K -1,555 -79%
CA
1814
Centerpoint Advisors
Massachusetts
$87K
IWP
1815
IAG Wealth Partners
Wisconsin
$85.5K +$7.08K +36 +10%
OIA
1816
Optimum Investment Advisors
Illinois
$85.3K
SAG
1817
Spotlight Asset Group
Illinois
$85.3K
SWM
1818
Sugarloaf Wealth Management
Georgia
$83.1K
KFI
1819
Key Financial Inc
Pennsylvania
$80.6K
MAWCM
1820
Mine & Arao Wealth Creation & Management
California
$78.3K
VWA
1821
Valued Wealth Advisors
Utah
$72.8K +$2.16K +11 +3%
TVWM
1822
Tower View Wealth Management
Wisconsin
$72.8K -$1.97K -10 -3%
FFL
1823
Financial Freedom LLC
Ohio
$72.4K +$197 +1 +0.3%
AFS
1824
Annapolis Financial Services
Maryland
$69.3K
EC
1825
EntryPoint Capital
New York
$67.1K +$61.9K +315 New

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.