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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 %
SWA
1851
SOA Wealth Advisors
New York
$42.5K – – –
TLCM
1852
Twin Lakes Capital Management
California
$41.8K +$207 +1 +0.5%
DSC
1853
Duncker Streett & Co
Missouri
$41.5K – – –
PCTC
1854
Perkins Coie Trust Company
Washington
$41.5K – – –
NC
1855
NewSquare Capital
Pennsylvania
$41.5K – – –
PCWA
1856
Pacific Capital Wealth Advisors
California
$41.3K – – –
KC
1857
Kepos Capital
New York
$40K -$8.04K -39 -17%
CSWM
1858
Cassady Schiller Wealth Management
Ohio
$39.4K – – –
CTWM
1859
Cherry Tree Wealth Management
Minnesota
$38.8K +$208 +1 +0.5%
W
1860
WealthCollab
Washington
$38.2K – – –
SIS
1861
Strategic Investment Solutions
Illinois
$37.4K – – –
GGI
1862
Godsey & Gibb Inc
Virginia
$37.4K – – –
UCI
1863
Uncommon Cents Investing
Wisconsin
$37.4K +$37.4K +180 New
CIA
1864
Cape Investment Advisory
Georgia
$37.3K +$207 +1 +0.6%
AA
1865
Addison Advisors
Vermont
$37.2K – – –
FC
1866
Fairscale Capital
New Hampshire
$36.5K – – –
CPG
1867
Cornerstone Planning Group
New Jersey
$36.4K -$28.9K -132 -44%
BCMLT
1868
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.9K -$1.66K -8 -4%
BBPWM
1869
Blue Bell Private Wealth Management
Pennsylvania
$34K – – –
FNWA
1870
Financial Network Wealth Advisors
Utah
$34K +$14.9K +72 +78%
DWS
1871
Dynamic Wealth Strategies
California
$34K – – –
SGC
1872
Slocum, Gordon & Co
Rhode Island
$33.6K – – –
CFS
1873
CGC Financial Services
Oregon
$33.2K – – –
TWD
1874
True Wealth Design
Ohio
$32.6K – – –
TSMHT
1875
Thurston Springer Miller Herd & Titak
Indiana
$30.1K – – –
73 74
75
76 77