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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
TWD
1876
True Wealth Design
Ohio
$33K +$983 +5 +3%
MFG
1877
Mendota Financial Group
Wisconsin
$31.1K
LWANC
1878
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.7K +$22.2K +113 +365%
AAP
1879
Arax Advisory Partners
Colorado
$30.4K
FMP
1880
Financial Management Professionals
Texas
$30K -$7.47K -38 -21%
DFA
1881
DHJJ Financial Advisors
Illinois
$29.6K
BBPWM
1882
Blue Bell Private Wealth Management
Pennsylvania
$28.8K +$197 +1 +0.7%
RFS
1883
Richardson Financial Services
Massachusetts
$28.6K +$197 +1 +0.8%
FFO
1884
Fortitude Family Office
Arizona
$27.7K
S
1885
Sachetta
Massachusetts
$27.5K
HCP
1886
Hexagon Capital Partners
Arkansas
$25.4K +$14.7K +75 +170%
AS
1887
Altshuler Shaham
Israel
$24.7K -$6.09K -31 -21%
CWA
1888
Carolina Wealth Advisors
South Carolina
$24.5K
JGIA
1889
Jackson Grant Investment Advisers
Connecticut
$23.2K
AWM
1890
Atticus Wealth Management
Florida
$22.8K -$9.43K -48 -31%
FW
1891
Fairway Wealth
Ohio
$22.4K
NRG
1892
Nemes Rush Group
Michigan
$21.7K
LWA
1893
Lowe Wealth Advisors
Maryland
$21.7K
PP
1894
PFS Partners
New Jersey
$21.3K -$3.93K -20 -17%
PO
1895
Private Ocean
California
$21.3K
USB
1896
Union Savings Bank
Connecticut
$21.3K +$19.7K +100 New
BGAI
1897
Bruce G. Allen Investments
Colorado
$20.2K +$7.08K +36 +61%
OLVIG
1898
Oliver Lagore Vanvalin Investment Group
Michigan
$19.4K
PAM
1899
Palisade Asset Management
Minnesota
$19.4K +$17.9K +91 New
MSG
1900
Main Street Group
Virginia
$19.4K +$10.6K +54 +146%

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.