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 %
GJWM
1926
Gilliland Jeter Wealth Management
Arkansas
$12.5K +$5.19K +25 +71%
AW
1927
Avion Wealth
Texas
$12K +$590 +3 +5%
KA
1928
Kozak & Associates
Colorado
$11.1K +$11.1K +52 New
TPW
1929
Talon Private Wealth
Florida
$11K +$11K +53 New
HWP
1930
Highline Wealth Partners
California
$10.9K – – –
WCM
1931
Westend Capital Management
California
$10.8K +$10.8K +52 New
CPA
1932
Capital Performance Advisors
California
$10.8K +$10.8K +52 New
PCFFS
1933
Pacific Center for Financial Services
California
$10.4K – – –
IHWM
1934
Iron Horse Wealth Management
Iowa
$10.4K – – –
AP
1935
Aspect Partners
Virginia
$10.4K – – –
FGA
1936
Fortis Group Advisors
New Jersey
$10.4K – – –
MTIC
1937
Missouri Trust & Investment Company
Missouri
$10.4K – – –
MAM
1938
Morse Asset Management
Connecticut
$10.4K +$10.4K +50 New
HWM
1939
Horizons Wealth Management
North Carolina
$10.2K – – –
HGA
1940
Hobbs Group Advisors
South Carolina
$9.76K – – –
DCM
1941
Davis Capital Management
Florida
$9.55K +$4.78K +23 +100%
AFG
1942
Albion Financial Group
Utah
$9.34K – – –
RWM
1943
Ruedi Wealth Management
Illinois
$9.07K -$4.54K -22 -33%
B
1944
Birchbrook
Maine
$8.3K +$8.3K +40 New
POIA
1945
Pin Oak Investment Advisors
Texas
$8K – – –
RWPA
1946
Richard W. Paul & Associates
Michigan
$6.85K -$623 -3 -8%
ITIM
1947
Indiana Trust & Investment Management
Indiana
$6.85K – – –
RS
1948
Rakuten Securities
Japan
$6.85K +$6.85K +33 New
DPW
1949
DiNuzzo Private Wealth
Pennsylvania
$6.64K -$208 -1 -3%
WOSD
1950
WFA of San Diego
California
$6.23K – – –
76 77
78
79 80