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Waste Management
WM

Overview Fund Activity

1,859 hedge funds and large institutions have $59.3B invested in Waste Management in 2023 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 627 increasing their positions, 708 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,859
Holders Change
+125
Holders Change %
+7.21%
% of All Funds
27.25%
Holding in Top 10
37
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+37.04%
% of All Funds
0.54%
New
234
Increased
627
Reduced
708
Closed
85
Calls
$418M
Puts
$243M
Net Calls
+$174M
Net Calls Change
+$232M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.6B
2
MU
Mirova US
Massachusetts
$164M
3
Capital World Investors
Capital World Investors
California
$524M
4
Citadel Advisors
Citadel Advisors
Florida
$123M
5
CWP
Capital Wealth Planning
Florida
$86.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$730M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$119M
3
Ameriprise
Ameriprise
Minnesota
$818M
4
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$105M
5
Lazard Asset Management
Lazard Asset Management
New York
$726M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCAM
1926
Boston Common Asset Management
Massachusetts
– -$202K -1,325 Closed
AIM
1927
Acropolis Investment Management
Missouri
– -$109K -715 Closed
SCA
1928
Stonebridge Capital Advisors
Minnesota
– -$106K -694 Closed
RTC
1929
Riverview Trust Company
Washington
– -$103K -675 Closed
BFP
1930
Briaud Financial Planning
Texas
– -$89K -585 Closed
CFA
1931
CWS Financial Advisors
Michigan
– -$71K -466 Closed
HT
1932
Headlands Technologies
Illinois
– -$50.9K -334 Closed
CCP
1933
Carmel Capital Partners
California
– -$35.8K -235 Closed
EARNEST Partners
1934
EARNEST Partners
Georgia
– -$30.5K -200 Closed
WTG
1935
West Tower Group
Virginia
– -$25.8K -169 Closed
Optiver Holding
1936
Optiver Holding
Netherlands
– -$14.3K -94 Closed
APC
1937
Aspire Private Capital
North Carolina
– -$13.8K -90 Closed
RW
1938
RVW Wealth
California
– -$12.7K -83 Closed
BOC
1939
Bull Oak Capital
California
– -$6.71K -44 Closed
PWMG
1940
Provence Wealth Management Group
California
– -$6.4K -42 Closed
SVCP
1941
Silicon Valley Capital Partners
California
– -$6.15K -40 Closed
HWP
1942
Hibernia Wealth Partners
Louisiana
– -$4.12K -27 Closed
WFA
1943
West Financial Advisors
Iowa
– -$3.05K -20 Closed
AWA
1944
Authentikos Wealth Advisory
California
– -$2.9K -19 Closed
IPW
1945
Impact Partnership Wealth
Georgia
– -$2.74K -18 Closed
GA
1946
GoalVest Advisory
New York
– -$2.59K -17 Closed
PCA
1947
Providence Capital Advisors
North Carolina
– -$1.22K -8 Closed
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