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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
CTB
1901
Country Trust Bank
Illinois
$19.2K
CG
1902
Cutler Group
California
$19K -$62.7K -319 -78%
PWM
1903
Partnership Wealth Management
Maryland
$18.8K
4FG
1904
4Thought Financial Group
New York
$18.1K
RBC
1905
Roble Belko & Company
Pennsylvania
$18K
AIC
1906
Archer Investment Corporation
Indiana
$17.7K
SA
1907
Scarborough Advisors
Maryland
$17.7K +$2.36K +12 +17%
TC
1908
Trust Company
Kansas
$17.3K
EWM
1909
Evermay Wealth Management
Virginia
$17.1K -$590 -3 -4%
MCA
1910
Maryland Capital Advisors
Maryland
$17.1K
RCM
1911
Raleigh Capital Management
North Carolina
$17.1K +$10.6K +54 +208%
KFS
1912
Kelly Financial Services
Massachusetts
$16.1K -$197 -1 -1%
KWAG
1913
Kiely Wealth Advisory Group
North Carolina
$15.8K
KIG
1914
Kessler Investment Group
Indiana
$15.8K
MTIC
1915
Missouri Trust & Investment Company
Missouri
$14.9K
WBC
1916
West Branch Capital
Massachusetts
$14.9K
RDFA
1917
Ritter Daniher Financial Advisory
Ohio
$14.1K
BIA
1918
Bell Investment Advisors
California
$13.2K +$590 +3 +5%
AP
1919
Aspect Partners
Virginia
$12.6K +$197 +1 +2%
JFG
1920
JDM Financial Group
Texas
$11.3K
AW
1921
Avion Wealth
Texas
$11K -$64.5K -328 -87%
HWP
1922
Highline Wealth Partners
California
$10.7K
FGA
1923
Fortis Group Advisors
New Jersey
$10.7K -$9.83K -50 -50%
IHWM
1924
Iron Horse Wealth Management
Iowa
$10.7K
PCFFS
1925
Pacific Center for Financial Services
California
$10.6K +$197 +1 +2%

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.