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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 %
KFS
1901
Kelly Financial Services
Massachusetts
$16.2K -$213 -1 -1%
KWAG
1902
Kiely Wealth Advisory Group
North Carolina
$15.8K – – –
KIG
1903
Kessler Investment Group
Indiana
$15.8K – – –
MTIC
1904
Missouri Trust & Investment Company
Missouri
$14.9K – – –
WBC
1905
West Branch Capital
Massachusetts
$14.9K – – –
RDFA
1906
Ritter Daniher Financial Advisory
Ohio
$14.1K – – –
BIA
1907
Bell Investment Advisors
California
$13.2K +$639 +3 +5%
AP
1908
Aspect Partners
Virginia
$12.6K +$213 +1 +2%
JFG
1909
JDM Financial Group
Texas
$11.3K – – –
AW
1910
Avion Wealth
Texas
$11K -$70.7K -328 -87%
HWP
1911
Highline Wealth Partners
California
$10.7K – – –
FGA
1912
Fortis Group Advisors
New Jersey
$10.7K -$10.7K -50 -50%
IHWM
1913
Iron Horse Wealth Management
Iowa
$10.7K – – –
PCFFS
1914
Pacific Center for Financial Services
California
$10.6K +$212 +1 +2%
LTI
1915
Laffer Tengler Investments
Tennessee
$9.81K +$9.81K +46 New
GC
1916
Gould Capital
Washington
$9.59K -$3.2K -15 -25%
AFG
1917
Albion Financial Group
Utah
$9.59K – – –
VL
1918
Vima LLC
Michigan
$9.23K – – –
HWM
1919
Horizons Wealth Management
North Carolina
$8.78K – – –
RAM
1920
Riggs Asset Management
Pennsylvania
$8.74K +$426 +2 +5%
EL
1921
EMFO LLC
Florida
$8.31K +$8.31K +39 New
RWPA
1922
Richard W. Paul & Associates
Michigan
$8.1K – – –
GJWM
1923
Gilliland Jeter Wealth Management
Arkansas
$7.46K +$7.46K +35 New
SIC
1924
SJS Investment Consulting
Ohio
$7.25K -$213 -1 -3%
ITIM
1925
Indiana Trust & Investment Management
Indiana
$7.03K – – –
75 76
77
78 79