WM icon

Waste Management
WM

Overview Fund Activity

1,979 hedge funds and large institutions have $65.5B invested in Waste Management in 2024 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 788 increasing their positions, 708 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,979
Holders Change
-8
Holders Change %
-0.4%
% of All Funds
28.63%
Holding in Top 10
36
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28%
% of All Funds
0.52%
New
126
Increased
788
Reduced
708
Closed
106
Calls
$259M
Puts
$347M
Net Calls
-$87.9M
Net Calls Change
-$192M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$286M
2
Swedbank
Swedbank
Sweden
+$147M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$145M
4
Parnassus Investments
Parnassus Investments
California
+$108M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$103M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$623M
2
ATN
AMF Tjänstepension
Sweden
-$287M
3
APG Asset Management
APG Asset Management
Netherlands
-$167M
4
BlackRock
BlackRock
New York
-$163M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSG
1901
Main Street Group
Virginia
$19K -$209 -1 -1%
CHA
1902
Carmichael Hill & Associates
Maryland
$18.5K – – –
PWM
1903
Partnership Wealth Management
Maryland
$18.3K – – –
DIP
1904
DT Investment Partners
Pennsylvania
$17.9K +$12.5K +60 +231%
4FG
1905
4Thought Financial Group
New York
$17.6K – – –
RBC
1906
Roble Belko & Company
Pennsylvania
$17K – – –
KWAG
1907
Kiely Wealth Advisory Group
North Carolina
$16.9K – – –
TC
1908
Trust Company
Kansas
$16.8K – – –
EWM
1909
Evermay Wealth Management
Virginia
$16.6K – – –
MCA
1910
Maryland Capital Advisors
Maryland
$16.6K – – –
BGAI
1911
Bruce G. Allen Investments
Colorado
$16.2K – – –
MBFW
1912
Morton Brown Family Wealth
Pennsylvania
$15.6K +$15.6K +75 New
KIG
1913
Kessler Investment Group
Indiana
$15.4K – – –
BTC
1914
Bank & Trust Company
Illinois
$14.9K – – –
IAS
1915
IMA Advisory Services
Colorado
$14.9K +$14.9K +72 New
WBC
1916
West Branch Capital
Massachusetts
$14.7K +$208 +1 +1%
BIA
1917
Bell Investment Advisors
California
$14.5K +$1.66K +8 +13%
WFA
1918
West Financial Advisors
Iowa
$13.9K +$13.9K +67 New
NFA
1919
Northwest Financial Advisors
Virginia
$13.8K +$13.8K +66 New
RWM
1920
Reston Wealth Management
Virginia
$13.5K +$13.5K +65 New
CFG
1921
Copley Financial Group
California
$13.1K +$13.1K +63 New
ACA
1922
American Capital Advisory
Idaho
$12.9K -$830 -4 -6%
NCM
1923
Northwest Capital Management
Oregon
$12.9K – – –
IAIM
1924
International Assets Investment Management
Florida
$12.5K +$12.5K +2,588,842 +94,414%
RDFA
1925
Ritter Daniher Financial Advisory
Ohio
$12.5K – – –
75 76
77
78 79