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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
HCM
1826
Hollencrest Capital Management
California
$66.1K -$241K -1,227 -80%
PWMG
1827
Prestige Wealth Management Group
New Jersey
$62K -$17.9K -91 -24%
SNB
1828
Security National Bank
Nebraska
$62K
FWM
1829
FSA Wealth Management
Massachusetts
$62K +$8.06K +41 +16%
BG
1830
Bollard Group
Massachusetts
$62K
HFS
1831
HBC Financial Services
Washington
$62K
RDIA
1832
RE Dickinson Investment Advisors
Iowa
$62K
WR
1833
WD Rutherford
Oregon
$61.4K +$56.6K +288 New
AWM
1834
Abound Wealth Management
Tennessee
$61.4K -$10K -51 -15%
CPG
1835
Cornerstone Planning Group
New Jersey
$60.9K +$52.9K +269 +1,121%
SIM
1836
Studio Investment Management
Illinois
$60.7K
CIA
1837
Cape Investment Advisory
Georgia
$60.3K +$197 +1 +0.4%
TCM
1838
TD Capital Management
Tennessee
$59.7K
VAMG
1839
Voisard Asset Management Group
Michigan
$59.7K
TIM
1840
Tortoise Investment Management
New York
$59.5K
BWL
1841
Bogart Wealth LLC
Virginia
$59.5K +$3.54K +18 +7%
WIM
1842
Westside Investment Management
California
$57.4K +$197 +1 +0.4%
RA
1843
Rational Advisors
New York
$56.7K
JWM
1844
Janiczek Wealth Management
Colorado
$54.8K -$8.45K -43 -14%
KC
1845
Kepos Capital
New York
$54K -$15.1K -77 -23%
SOAMC
1846
Spirit of America Management Corp
New York
$53.3K
JSAM
1847
J. Safra Asset Management
New York
$50.7K +$40.1K +204 +600%
JWA
1848
JFS Wealth Advisors
Pennsylvania
$49.9K +$4.52K +23 +11%
NCM
1849
Northwest Capital Management
Oregon
$49.5K
QL
1850
Quarry LP
New York
$47.1K -$165K -839 -79%

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.