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Waste Management
WM

Overview Fund Activity

1,987 hedge funds and large institutions have $68.8B invested in Waste Management in 2024 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 792 increasing their positions, 706 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+28
Holders Change %
+1.43%
% of All Funds
28.9%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.73%
New
140
Increased
792
Reduced
706
Closed
83
Calls
$313M
Puts
$209M
Net Calls
+$104M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$405M
2
Swedbank
Swedbank
Sweden
+$225M
3
Barclays
Barclays
United Kingdom
+$201M
4
UBS AM
UBS AM
Illinois
+$188M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$165M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$563M
2
Capital World Investors
Capital World Investors
California
-$442M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$192M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$187M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
1826
IAG Wealth Partners
Wisconsin
$85.5K – – –
OIA
1827
Optimum Investment Advisors
Illinois
$85.3K – – –
SAG
1828
Spotlight Asset Group
Illinois
$85.3K – – –
SWM
1829
Sugarloaf Wealth Management
Georgia
$83.2K – – –
MWA
1830
MFA Wealth Advisors
Pennsylvania
$82.1K +$82.1K +385 New
KFI
1831
Key Financial Inc
Pennsylvania
$80.6K – – –
IUHSA
1832
Itau Unibanco Holding S.A.
Brazil
$78.7K +$78.7K +369 New
VWA
1833
Valued Wealth Advisors
Utah
$75.6K +$2.56K +12 +4%
TWP
1834
Triad Wealth Partners
Kansas
$73.6K +$73.6K +345 New
TVWM
1835
Tower View Wealth Management
Wisconsin
$72.9K – – –
FFL
1836
Financial Freedom LLC
Ohio
$72.5K – – –
VWM
1837
Venturi Wealth Management
Texas
$72.3K +$26K +122 +56%
AFS
1838
Annapolis Financial Services
Maryland
$69.3K – – –
HCM
1839
Hollencrest Capital Management
California
$66.2K – – –
SNB
1840
Security National Bank
Nebraska
$62.1K – – –
BG
1841
Bollard Group
Massachusetts
$62K +$213 +1 +0.3%
RDIA
1842
RE Dickinson Investment Advisors
Iowa
$61.9K – – –
WR
1843
WD Rutherford
Oregon
$61.4K – – –
SIM
1844
Studio Investment Management
Illinois
$60.8K – – –
CPG
1845
Cornerstone Planning Group
New Jersey
$60.1K +$1.01K +5 +2%
HFS
1846
HBC Financial Services
Washington
$60K – – –
VAMG
1847
Voisard Asset Management Group
Michigan
$59.7K – – –
TCM
1848
TD Capital Management
Tennessee
$59.7K – – –
AWM
1849
Abound Wealth Management
Tennessee
$59.6K -$1.7K -8 -3%
TIM
1850
Tortoise Investment Management
New York
$59.5K – – –
72 73
74
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