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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
FMP
1901
Financial Management Professionals
Texas
$31K +$624 +3 +2%
TSMHT
1902
Thurston Springer Miller Herd & Titak
Indiana
$30.9K +$30.1K +145 New
LWANC
1903
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.7K
OWA
1904
Opal Wealth Advisors
New York
$30.3K -$4.37K -21 -13%
S
1905
Sachetta
Massachusetts
$29.8K -$1.04K -5 -3%
DFA
1906
DHJJ Financial Advisors
Illinois
$29.7K
MSWM
1907
Mowery & Schoenfeld Wealth Management
Illinois
$28.2K +$27.2K +131 +13,100%
FFO
1908
Fortitude Family Office
Arizona
$27.7K
CWA
1909
Carolina Wealth Advisors
South Carolina
$24.5K
SC
1910
Swan Capital
Florida
$24.1K +$23.5K +113 New
JGIA
1911
Jackson Grant Investment Advisers
Connecticut
$23.3K
AWM
1912
Atticus Wealth Management
Florida
$22.9K
RFS
1913
Richardson Financial Services
Massachusetts
$22.4K -$6.03K -29 -22%
HDIM
1914
Hanson & Doremus Investment Management
Vermont
$22K -$20.8K -100 -49%
AS
1915
Altshuler Shaham
Israel
$21.8K -$2.91K -14 -12%
LWA
1916
Lowe Wealth Advisors
Maryland
$21.8K
NRG
1917
Nemes Rush Group
Michigan
$21.8K
PP
1918
PFS Partners
New Jersey
$21.3K
PO
1919
Private Ocean
California
$21.3K
USB
1920
Union Savings Bank
Connecticut
$21.3K
FNWA
1921
Financial Network Wealth Advisors
Utah
$19.6K +$19.1K +92 New
SP
1922
SWS Partners
Ohio
$19.4K +$18.9K +91 New
MSG
1923
Main Street Group
Virginia
$19.3K +$208 +1 +1%
CHA
1924
Carmichael Hill & Associates
Maryland
$19K +$17K +82 +1,171%
PWM
1925
Partnership Wealth Management
Maryland
$18.8K

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.