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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
LTI
1926
Laffer Tengler Investments
Tennessee
$9.8K +$9.04K +46 New
GC
1927
Gould Capital
Washington
$9.59K -$2.95K -15 -25%
AFG
1928
Albion Financial Group
Utah
$9.59K
VL
1929
Vima LLC
Michigan
$9.23K
HWM
1930
Horizons Wealth Management
North Carolina
$8.78K
RAM
1931
Riggs Asset Management
Pennsylvania
$8.74K +$393 +2 +5%
EL
1932
EMFO LLC
Florida
$8.31K +$7.66K +39 New
RWPA
1933
Richard W. Paul & Associates
Michigan
$8.1K
GJWM
1934
Gilliland Jeter Wealth Management
Arkansas
$7.46K +$6.88K +35 New
SIC
1935
SJS Investment Consulting
Ohio
$7.25K -$197 -1 -3%
ITIM
1936
Indiana Trust & Investment Management
Indiana
$7.03K
PCM
1937
Penserra Capital Management
California
$7K -$33.1M -168,638 -100%
WF
1938
WoodTrust Financial
Wisconsin
$6.91K -$6.6M -33,603 -51%
EBA
1939
Eagle Bay Advisors
New York
$6.39K
DPW
1940
DiNuzzo Private Wealth
Pennsylvania
$6.18K
DF
1941
Dunhill Financial
United Kingdom
$5.95K +$983 +5 +22%
SC
1942
Stephens Consulting
Michigan
$5.76K
CWM
1943
Cranbrook Wealth Management
Michigan
$5.67K
BCPWM
1944
Bradley & Co Private Wealth Management
Florida
$5.54K
DIP
1945
DT Investment Partners
Pennsylvania
$5.54K
FFA
1946
Frazier Financial Advisors
Ohio
$4.9K
DCM
1947
Davis Capital Management
Florida
$4.9K
RWM
1948
Ruedi Wealth Management
Illinois
$4.8K +$197 +1 +5%
CWAF
1949
Core Wealth Advisors (Florida)
Florida
$4.69K
VAG
1950
VisionPoint Advisory Group
Texas
$4.48K

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.