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 %
AFS
1826
Annapolis Financial Services
Maryland
$67.5K – – –
GTAM
1827
Global Trust Asset Management
Florida
$65.2K +$64.6K +311 +10,367%
VWM
1828
Venturi Wealth Management
Texas
$65K -$5.4K -26 -8%
HFS
1829
HBC Financial Services
Washington
$64K – – –
FWM
1830
FSA Wealth Management
Massachusetts
$63.5K +$63.5K +306 New
BG
1831
Bollard Group
Massachusetts
$61K +$209 +1 +0.3%
SNB
1832
Security National Bank
Nebraska
$60.4K – – –
VAMG
1833
Voisard Asset Management Group
Michigan
$59.8K +$1.66K +8 +3%
SIM
1834
Studio Investment Management
Illinois
$59.2K – – –
AWM
1835
Abound Wealth Management
Tennessee
$58.8K +$623 +3 +1%
TCM
1836
TD Capital Management
Tennessee
$58.1K – – –
TIM
1837
Tortoise Investment Management
New York
$57.9K – – –
BWL
1838
Bogart Wealth LLC
Virginia
$55.7K – – –
KSB
1839
Kennebec Savings Bank
Maine
$55.4K +$55.4K +267 New
WIM
1840
Westside Investment Management
California
$51K -$5K -24 -9%
PCMC
1841
Planning Capital Management Corporation
Pennsylvania
$50.9K +$17.4K +84 +52%
TCA
1842
Trifecta Capital Advisors
Illinois
$50.2K – – –
SIC
1843
SJS Investment Consulting
Ohio
$48.6K +$41.5K +200 +588%
ABWM
1844
Alpine Bank Wealth Management
Colorado
$48.6K +$48.6K +234 New
RA
1845
Rational Advisors
New York
$46.7K -$6.02K -29 -11%
CTB
1846
Country Trust Bank
Illinois
$46.7K – – –
MFT
1847
Moisand Fitzgerald Tamayo
Florida
$45.5K – – –
DCP
1848
DSM Capital Partners
Florida
$43.8K – – –
DFA
1849
DHJJ Financial Advisors
Illinois
$43.8K +$14.9K +72 +52%
Capstone Investment Advisors
1850
Capstone Investment Advisors
New York
$42.6K +$42.6K +205 New
72 73
74
75 76