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Waste Management

1,998 hedge funds and large institutions have $69.1B invested in Waste Management in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 798 increasing their positions, 709 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 85

50% more call options, than puts

Call options by funds: $313M | Put options by funds: $209M

13% more repeat investments, than reductions

Existing positions increased: 798 | Existing positions reduced: 709

1% more funds holding

Funds holding: 1,9701,998 (+28)

0% more capital invested

Capital invested by funds: $69.1B → $69.1B (+$15.5M)

0.13% less ownership

Funds ownership: 80.98%80.85% (-0.13%)

6% less funds holding in top 10

Funds holding in top 10: 5451 (-3)

Holders
1,998
Holders Change
+28
Holders Change %
+1.42%
% of All Funds
28.86%
Holding in Top 10
51
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.56%
% of All Funds
0.74%
New
141
Increased
798
Reduced
709
Closed
85
Calls
$313M
Puts
$209M
Net Calls
+$104M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1826
Salomon & Ludwin
Virginia
$96.6K -$1.04K -5 -1%
CNBTD
1827
Citizens National Bank Trust Department
Mississippi
$96K
SOAMC
1828
Spirit of America Management Corp
New York
$96K +$41.6K +200 +80%
CWP
1829
Concord Wealth Partners
Virginia
$95.3K
AAP
1830
Arax Advisory Partners
Colorado
$93.8K +$61.9K +298 +210%
TCM
1831
TruNorth Capital Management
Michigan
$91.7K +$89.4K +430 New
BAM
1832
Byrne Asset Management
New Jersey
$88.3K -$2.08K -10 -2%
SN
1833
Sittner & Nelson
Oregon
$88.1K
TFA
1834
Transamerica Financial Advisors
Florida
$88K
CA
1835
Centerpoint Advisors
Massachusetts
$87K
IWP
1836
IAG Wealth Partners
Wisconsin
$85.5K
OIA
1837
Optimum Investment Advisors
Illinois
$85.3K
SAG
1838
Spotlight Asset Group
Illinois
$85.3K
SWM
1839
Sugarloaf Wealth Management
Georgia
$83.2K
MWA
1840
MFA Wealth Advisors
Pennsylvania
$82.1K +$80K +385 New
KFI
1841
Key Financial Inc
Pennsylvania
$80.6K
IUHSA
1842
Itau Unibanco Holding S.A.
Brazil
$78.7K +$76.7K +369 New
VWA
1843
Valued Wealth Advisors
Utah
$75.6K +$2.49K +12 +4%
TWP
1844
Triad Wealth Partners
Kansas
$73.6K +$71.7K +345 New
TVWM
1845
Tower View Wealth Management
Wisconsin
$72.9K
FFL
1846
Financial Freedom LLC
Ohio
$72.5K
VWM
1847
Venturi Wealth Management
Texas
$72.3K +$25.4K +122 +56%
AFS
1848
Annapolis Financial Services
Maryland
$69.3K
HCM
1849
Hollencrest Capital Management
California
$66.2K
SNB
1850
Security National Bank
Nebraska
$62.1K

WM Hedge Fund Activity: Q2 2024 in Review

1,998 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2024, worth a combined $69.1B — up 0.02% from $69.1B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new WM positions and 85 closed out — a net gain of 56 holders — while 798 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $395M. The largest seller was Capital Research Global Investors, cutting an estimated $548M.

  • 1,998 institutional investors held Waste Management (WM) as of Q2 2024, up from 1,970 in Q1 2024.
  • Funds reported $69.1B of Waste Management stock for Q2 2024, up 0.02% quarter-over-quarter.
  • 141 funds opened new Waste Management positions in Q2 2024 and 85 closed out, a net change of +56 holders.
  • The largest Waste Management buyer in Q2 2024 was BlackRock, an estimated $395M added.
  • The largest Waste Management seller in Q2 2024 was Capital Research Global Investors, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2024.