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Waste Management

1,998 hedge funds and large institutions have $69.1B invested in Waste Management in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 798 increasing their positions, 709 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 85

50% more call options, than puts

Call options by funds: $313M | Put options by funds: $209M

13% more repeat investments, than reductions

Existing positions increased: 798 | Existing positions reduced: 709

1% more funds holding

Funds holding: 1,9701,998 (+28)

0% more capital invested

Capital invested by funds: $69.1B → $69.1B (+$15.5M)

0.13% less ownership

Funds ownership: 80.98%80.85% (-0.13%)

6% less funds holding in top 10

Funds holding in top 10: 5451 (-3)

Holders
1,998
Holders Change
+28
Holders Change %
+1.42%
% of All Funds
28.86%
Holding in Top 10
51
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.56%
% of All Funds
0.74%
New
141
Increased
798
Reduced
709
Closed
85
Calls
$313M
Puts
$209M
Net Calls
+$104M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1876
Osterweis Capital Management
California
$42.7K
PCTC
1877
Perkins Coie Trust Company
Washington
$42.7K
PCWA
1878
Pacific Capital Wealth Advisors
California
$42.5K
HCP
1879
Hexagon Capital Partners
Arkansas
$42.5K +$16.6K +80 +67%
MRC
1880
Millburn Ridgefield Corp
New York
$41.8K +$1.66K +8 +4%
CSWM
1881
Cassady Schiller Wealth Management
Ohio
$40.5K
CTWM
1882
Cherry Tree Wealth Management
Minnesota
$39.7K
W
1883
WealthCollab
Washington
$39.3K
FC
1884
Fairscale Capital
New Hampshire
$38.9K +$36.6K +176 New
BCMLT
1885
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.6K -$1.66K -8 -4%
GGI
1886
Godsey & Gibb Inc
Virginia
$38.4K +$37.4K +180 New
CIA
1887
Cape Investment Advisory
Georgia
$38.3K -$21.6K -104 -37%
AA
1888
Addison Advisors
Vermont
$38.2K
CPG
1889
Custom Portfolio Group
Colorado
$38.2K
FW
1890
Fairway Wealth
Ohio
$36.5K +$13.7K +66 +63%
SIS
1891
Strategic Investment Solutions
Illinois
$36.5K +$37.4K +180 New
DWS
1892
Dynamic Wealth Strategies
California
$35K
MFA
1893
McClarren Financial Advisors
Pennsylvania
$35K +$9.77K +47 +28%
BBPWM
1894
Blue Bell Private Wealth Management
Pennsylvania
$35K +$6.03K +29 +21%
SGC
1895
Slocum, Gordon & Co
Rhode Island
$34.5K
PCMC
1896
Planning Capital Management Corporation
Pennsylvania
$34.3K
CFS
1897
CGC Financial Services
Oregon
$34.1K
TWD
1898
True Wealth Design
Ohio
$33.5K +$416 +2 +1%
LI
1899
Louisbourg Investments
New Brunswick, Canada
$33.1K
MFG
1900
Mendota Financial Group
Wisconsin
$31.1K

WM Hedge Fund Activity: Q2 2024 in Review

1,998 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2024, worth a combined $69.1B — up 0.02% from $69.1B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new WM positions and 85 closed out — a net gain of 56 holders — while 798 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $395M. The largest seller was Capital Research Global Investors, cutting an estimated $548M.

  • 1,998 institutional investors held Waste Management (WM) as of Q2 2024, up from 1,970 in Q1 2024.
  • Funds reported $69.1B of Waste Management stock for Q2 2024, up 0.02% quarter-over-quarter.
  • 141 funds opened new Waste Management positions in Q2 2024 and 85 closed out, a net change of +56 holders.
  • The largest Waste Management buyer in Q2 2024 was BlackRock, an estimated $395M added.
  • The largest Waste Management seller in Q2 2024 was Capital Research Global Investors, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2024.