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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
DF
1951
DecisionPoint Financial
Arizona
$4.2K
PPC
1952
Park Place Capital
Alabama
$3.84K
ECM
1953
Everence Capital Management
Indiana
$3.21K
FRA
1954
Frank Rimerman Advisors
California
$3.2K
BMC
1955
Bear Mountain Capital
Washington
$3.09K
GWSA
1956
Global Wealth Strategies & Associates
Colorado
$2.98K
CMA
1957
Cedar Mountain Advisors
Oregon
$2.98K +$2.75K +14 New
ACA
1958
American Capital Advisory
Idaho
$2.94K -$9.43K -48 -73%
HWM
1959
HighMark Wealth Management
Minnesota
$2.56K +$2.36K +12 New
CIR
1960
Clear Investment Research
Georgia
$1.92K +$590 +3 +50%
RFG
1961
RFP Financial Group
Georgia
$1.71K +$1.57K +8 New
CHA
1962
Carmichael Hill & Associates
Maryland
$1.49K
FSWA
1963
Financial Synergies Wealth Advisors
Texas
$1.49K
T
1964
Tidemark
California
$1.07K +$983 +5 New
ACA
1965
Atlas Capital Advisors
Wyoming
$1.06K
AWM
1966
Activest Wealth Management
Florida
$639
RS
1967
Rakuten Securities
Japan
$426 -$2.95K -15 -88%
OCM
1968
Orion Capital Management
California
$426
TWP
1969
TFO Wealth Partners
Ohio
$426
MSWM
1970
Mowery & Schoenfeld Wealth Management
Illinois
$214
WAM
1971
WFA Asset Management
Wisconsin
$52
BCM
1972
Blume Capital Management
California
$3
OAC
1973
OMERS Administration Corp
Ontario, Canada
-$161M -898,796 Closed
Swedbank
1974
Swedbank
Sweden
-$138M -768,020 Closed
CWP
1975
Capital Wealth Planning
Florida
-$86.4M -482,212 Closed

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.