WM icon

Waste Management
WM

Overview Fund Activity

1,979 hedge funds and large institutions have $65.5B invested in Waste Management in 2024 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 788 increasing their positions, 708 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,979
Holders Change
-8
Holders Change %
-0.4%
% of All Funds
28.62%
Holding in Top 10
36
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28%
% of All Funds
0.52%
New
126
Increased
788
Reduced
708
Closed
106
Calls
$259M
Puts
$347M
Net Calls
-$87.9M
Net Calls Change
-$192M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$286M
2
Swedbank
Swedbank
Sweden
+$147M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$145M
4
Parnassus Investments
Parnassus Investments
California
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$103M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$623M
2
ATN
AMF Tjänstepension
Sweden
-$287M
3
APG Asset Management
APG Asset Management
Netherlands
-$167M
4
BlackRock
BlackRock
New York
-$163M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1801
Hollencrest Capital Management
California
$97K +$32.6K +157 +51%
IRC
1802
Investors Research Corp
Georgia
$95.3K – – –
CNBTD
1803
Citizens National Bank Trust Department
Mississippi
$93.4K – – –
DWM
1804
Darwin Wealth Management
Florida
$93.4K +$93.4K +450 New
SOW
1805
State of Wyoming
Wyoming
$93.2K -$27K -130 -22%
CWP
1806
Concord Wealth Partners
Virginia
$92.7K – – –
AAP
1807
Arax Advisory Partners
Colorado
$92.4K +$1.04K +5 +1%
CBT
1808
CoreFirst Bank & Trust
Kansas
$91.3K +$91.3K +440 New
LWANC
1809
Laurel Wealth Advisors (North Carolina)
North Carolina
$90.5K +$60.6K +292 +203%
VCM
1810
Versant Capital Management
Arizona
$90.3K -$38K -183 -30%
ATS
1811
Ashton Thomas Securities
New York
$88.9K +$88.9K +428 New
QL
1812
Quarry LP
New York
$87K -$54.8K -264 -39%
SN
1813
Sittner & Nelson
Oregon
$85.8K – – –
IWP
1814
IAG Wealth Partners
Wisconsin
$83.2K – – –
SWM
1815
Sugarloaf Wealth Management
Georgia
$81K – – –
BAM
1816
Byrne Asset Management
New Jersey
$80.5K -$5.61K -27 -7%
MWA
1817
MFA Wealth Advisors
Pennsylvania
$79.9K – – –
KFI
1818
Key Financial Inc
Pennsylvania
$78.9K +$415 +2 +0.5%
CA
1819
Centerpoint Advisors
Massachusetts
$77K -$8.32K -40 -10%
IUHSA
1820
Itau Unibanco Holding S.A.
Brazil
$76.6K – – –
JWA
1821
JFS Wealth Advisors
Pennsylvania
$75.6K +$27.6K +133 +58%
VWA
1822
Valued Wealth Advisors
Utah
$74.7K +$1.25K +6 +2%
TVWM
1823
Tower View Wealth Management
Wisconsin
$70.9K – – –
FFL
1824
Financial Freedom LLC
Ohio
$70.7K – – –
TFIPS
1825
Towarzystwo Funduszy Inwestycyjnych PZU SA
$68.3K -$187K -900 -73%
71 72
73
74 75