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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 %
BCMLT
1851
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.3K +$3.84K +18 +11%
MRC
1852
Millburn Ridgefield Corp
New York
$40.1K -$2.98K -14 -7%
CTWM
1853
Cherry Tree Wealth Management
Minnesota
$39.6K -$4.04K -19 -9%
W
1854
WealthCollab
Washington
$39.2K -$2.98K -14 -7%
CPG
1855
Custom Portfolio Group
Colorado
$38.2K – – –
AA
1856
Addison Advisors
Vermont
$38.2K – – –
MFA
1857
McClarren Financial Advisors
Pennsylvania
$36K +$217 +1 +0.6%
DWS
1858
Dynamic Wealth Strategies
California
$35K – – –
POIA
1859
Pin Oak Investment Advisors
Texas
$35K – – –
OWA
1860
Opal Wealth Advisors
New York
$34.7K +$34.7K +163 New
SGC
1861
Slocum, Gordon & Co
Rhode Island
$34.5K – – –
PCMC
1862
Planning Capital Management Corporation
Pennsylvania
$34.3K -$5.33K -25 -13%
CFS
1863
CGC Financial Services
Oregon
$34.1K -$100K -470 -75%
LI
1864
Louisbourg Investments
New Brunswick, Canada
$33K – – –
TWD
1865
True Wealth Design
Ohio
$33K +$1.07K +5 +3%
MFG
1866
Mendota Financial Group
Wisconsin
$31.1K – – –
LWANC
1867
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.7K +$24.1K +113 +365%
AAP
1868
Arax Advisory Partners
Colorado
$30.4K – – –
FMP
1869
Financial Management Professionals
Texas
$30K -$8.09K -38 -21%
DFA
1870
DHJJ Financial Advisors
Illinois
$29.6K – – –
BBPWM
1871
Blue Bell Private Wealth Management
Pennsylvania
$28.8K +$213 +1 +0.7%
RFS
1872
Richardson Financial Services
Massachusetts
$28.6K +$213 +1 +0.8%
FFO
1873
Fortitude Family Office
Arizona
$27.7K – – –
S
1874
Sachetta
Massachusetts
$27.5K – – –
HCP
1875
Hexagon Capital Partners
Arkansas
$25.4K +$16K +75 +170%
73 74
75
76 77