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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
MFT
1851
Moisand Fitzgerald Tamayo
Florida
$46.7K
VWM
1852
Venturi Wealth Management
Texas
$46.3K +$11.6K +59 +37%
DCP
1853
DSM Capital Partners
Florida
$45K
SWA
1854
SOA Wealth Advisors
New York
$43.6K
HDIM
1855
Hanson & Doremus Investment Management
Vermont
$43K +$39.9K +203 New
TLCM
1856
Twin Lakes Capital Management
California
$42.7K +$197 +1 +0.5%
PCTC
1857
Perkins Coie Trust Company
Washington
$42.6K -$25.5K -130 -39%
DSC
1858
Duncker Streett & Co
Missouri
$42.6K
OCM
1859
Osterweis Capital Management
California
$42.6K
PCWA
1860
Pacific Capital Wealth Advisors
California
$42.4K
CSWM
1861
Cassady Schiller Wealth Management
Ohio
$40.5K
BCMLT
1862
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.3K +$3.54K +18 +11%
MRC
1863
Millburn Ridgefield Corp
New York
$40.1K -$2.75K -14 -7%
CTWM
1864
Cherry Tree Wealth Management
Minnesota
$39.6K -$3.73K -19 -9%
W
1865
WealthCollab
Washington
$39.2K -$2.75K -14 -7%
AA
1866
Addison Advisors
Vermont
$38.2K
CPG
1867
Custom Portfolio Group
Colorado
$38.2K
MFA
1868
McClarren Financial Advisors
Pennsylvania
$36K +$197 +1 +0.6%
DWS
1869
Dynamic Wealth Strategies
California
$35K
POIA
1870
Pin Oak Investment Advisors
Texas
$35K
OWA
1871
Opal Wealth Advisors
New York
$34.7K +$32K +163 New
SGC
1872
Slocum, Gordon & Co
Rhode Island
$34.5K
PCMC
1873
Planning Capital Management Corporation
Pennsylvania
$34.3K -$4.91K -25 -13%
CFS
1874
CGC Financial Services
Oregon
$34.1K -$92.4K -470 -75%
LI
1875
Louisbourg Investments
New Brunswick, Canada
$33K

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.