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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
4FG
1926
4Thought Financial Group
New York
$18.1K
SA
1927
Scarborough Advisors
Maryland
$18.1K +$416 +2 +2%
RBC
1928
Roble Belko & Company
Pennsylvania
$18K
TC
1929
Trust Company
Kansas
$17.3K
EWM
1930
Evermay Wealth Management
Virginia
$17.1K
MCA
1931
Maryland Capital Advisors
Maryland
$17.1K
BGAI
1932
Bruce G. Allen Investments
Colorado
$16.6K -$3.53K -17 -18%
CB
1933
Chris Bulman
California
$16.4K +$16K +77 New
KFS
1934
Kelly Financial Services
Massachusetts
$16.2K
KIG
1935
Kessler Investment Group
Indiana
$15.8K
KWAG
1936
Kiely Wealth Advisory Group
North Carolina
$15.4K
BTC
1937
Bank & Trust Company
Illinois
$15.4K +$15K +72 New
WBC
1938
West Branch Capital
Massachusetts
$14.9K
RWM
1939
Ruedi Wealth Management
Illinois
$14K +$8.94K +43 +187%
BIA
1940
Bell Investment Advisors
California
$13.2K
NCM
1941
Northwest Capital Management
Oregon
$13.2K -$35.3K -170 -73%
RDFA
1942
Ritter Daniher Financial Advisory
Ohio
$12.8K -$1.25K -6 -9%
SFC
1943
Strategic Financial Concepts
Texas
$12.3K +$5.32M +25,612 New
AW
1944
Avion Wealth
Texas
$12K +$1.46K +7 +14%
ACA
1945
American Capital Advisory
Idaho
$11.8K +$9.98K +48 +267%
JFG
1946
JDM Financial Group
Texas
$11.3K
HWP
1947
Highline Wealth Partners
California
$11.1K +$416 +2 +4%
HWM
1948
Horizons Wealth Management
North Carolina
$10.9K
MTIC
1949
Missouri Trust & Investment Company
Missouri
$10.7K -$4.16K -20 -29%
AP
1950
Aspect Partners
Virginia
$10.7K -$1.87K -9 -15%

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.