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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 %
CIA
1826
Cape Investment Advisory
Georgia
$60.3K +$213 +1 +0.4%
VAMG
1827
Voisard Asset Management Group
Michigan
$59.7K – – –
TCM
1828
TD Capital Management
Tennessee
$59.7K – – –
TIM
1829
Tortoise Investment Management
New York
$59.5K – – –
BWL
1830
Bogart Wealth LLC
Virginia
$59.5K +$3.84K +18 +7%
WIM
1831
Westside Investment Management
California
$57.4K +$213 +1 +0.4%
RA
1832
Rational Advisors
New York
$56.7K – – –
JWM
1833
Janiczek Wealth Management
Colorado
$54.8K -$9.17K -43 -14%
KC
1834
Kepos Capital
New York
$54K -$16.6K -77 -23%
SOAMC
1835
Spirit of America Management Corp
New York
$53.3K – – –
JSAM
1836
J. Safra Asset Management
New York
$50.7K +$43.5K +204 +600%
JWA
1837
JFS Wealth Advisors
Pennsylvania
$49.9K +$4.9K +23 +11%
NCM
1838
Northwest Capital Management
Oregon
$49.5K – – –
QL
1839
Quarry LP
New York
$47.1K -$179K -839 -79%
MFT
1840
Moisand Fitzgerald Tamayo
Florida
$46.7K – – –
VWM
1841
Venturi Wealth Management
Texas
$46.3K +$12.6K +59 +37%
DCP
1842
DSM Capital Partners
Florida
$45K – – –
SWA
1843
SOA Wealth Advisors
New York
$43.6K – – –
HDIM
1844
Hanson & Doremus Investment Management
Vermont
$43K +$43K +203 New
TLCM
1845
Twin Lakes Capital Management
California
$42.7K +$213 +1 +0.5%
PCTC
1846
Perkins Coie Trust Company
Washington
$42.6K -$27.7K -130 -39%
OCM
1847
Osterweis Capital Management
California
$42.6K – – –
DSC
1848
Duncker Streett & Co
Missouri
$42.6K – – –
PCWA
1849
Pacific Capital Wealth Advisors
California
$42.4K – – –
CSWM
1850
Cassady Schiller Wealth Management
Ohio
$40.5K – – –
72 73
74
75 76