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Waste Management
WM

Overview Fund Activity

1,959 hedge funds and large institutions have $68.7B invested in Waste Management in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 674 increasing their positions, 771 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,959
Holders Change
+100
Holders Change %
+5.38%
% of All Funds
28.4%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.77%
New
216
Increased
674
Reduced
771
Closed
89
Calls
$404M
Puts
$420M
Net Calls
-$15.7M
Net Calls Change
-$190M

Top Buyers

1
BPC
Banque Pictet & Cie
Switzerland
+$382M
2
SGA
Sustainable Growth Advisers
Connecticut
+$301M
3
Capital World Investors
Capital World Investors
California
+$278M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$240M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.56B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$186M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$161M
4
ATN
AMF Tjänstepension
Sweden
-$154M
5
Swedbank
Swedbank
Sweden
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1926
Penserra Capital Management
California
$7K -$35.8M -168,638 -100%
WF
1927
WoodTrust Financial
Wisconsin
$6.91K -$7.16K -33,603 -51%
EBA
1928
Eagle Bay Advisors
New York
$6.4K – – –
DPW
1929
DiNuzzo Private Wealth
Pennsylvania
$6.18K – – –
DF
1930
Dunhill Financial
United Kingdom
$5.95K +$1.06K +5 +22%
SC
1931
Stephens Consulting
Michigan
$5.76K – – –
CWM
1932
Cranbrook Wealth Management
Michigan
$5.67K – – –
BCPWM
1933
Bradley & Co Private Wealth Management
Florida
$5.54K – – –
DIP
1934
DT Investment Partners
Pennsylvania
$5.54K – – –
FFA
1935
Frazier Financial Advisors
Ohio
$4.9K – – –
DCM
1936
Davis Capital Management
Florida
$4.9K – – –
RWM
1937
Ruedi Wealth Management
Illinois
$4.8K +$209 +1 +5%
CWA
1938
Core Wealth Advisors
Florida
$4.69K – – –
VAG
1939
VisionPoint Advisory Group
Texas
$4.48K – – –
DF
1940
DecisionPoint Financial
Arizona
$4.2K – – –
PPC
1941
Park Place Capital
Alabama
$3.84K – – –
ECM
1942
Everence Capital Management
Indiana
$3.21K – – –
FRA
1943
Frank Rimerman Advisors
California
$3.2K – – –
BMC
1944
Bear Mountain Capital
Washington
$3.09K – – –
GWSA
1945
Global Wealth Strategies & Associates
Colorado
$2.98K – – –
CMA
1946
Cedar Mountain Advisors
Oregon
$2.98K +$2.98K +14 New
ACA
1947
American Capital Advisory
Idaho
$2.94K -$7.84K -48 -73%
HWM
1948
HighMark Wealth Management
Minnesota
$2.56K +$2.56K +12 New
CIR
1949
Clear Investment Research
Georgia
$1.92K +$639 +3 +50%
RFG
1950
RFP Financial Group
Georgia
$1.71K +$1.71K +8 New
76 77
78
79 80