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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
FGA
1951
Fortis Group Advisors
New Jersey
$10.7K
IHWM
1952
Iron Horse Wealth Management
Iowa
$10.7K
PCFFS
1953
Pacific Center for Financial Services
California
$10.6K
HGA
1954
Hobbs Group Advisors
South Carolina
$10K +$9.77K +47 New
NAAA
1955
New Age Alpha Advisors
New York
$10K +$9.77K +47 New
AFG
1956
Albion Financial Group
Utah
$9.6K
HF
1957
Halpern Financial
Virginia
$9.17K +$8.94K +43 New
POIA
1958
Pin Oak Investment Advisors
Texas
$9K -$25.4K -122 -75%
RWMG
1959
Redwood Wealth Management Group
New Jersey
$8.53K +$8.31K +40 New
EL
1960
EMFO LLC
Florida
$8.35K
RWPA
1961
Richard W. Paul & Associates
Michigan
$7.68K -$416 -2 -5%
FFA
1962
Frazier Financial Advisors
Ohio
$7.48K +$2.49K +12 +52%
GJWM
1963
Gilliland Jeter Wealth Management
Arkansas
$7.47K
SIC
1964
SJS Investment Consulting
Ohio
$7.25K
DPW
1965
DiNuzzo Private Wealth
Pennsylvania
$7.04K +$831 +4 +14%
ITIM
1966
Indiana Trust & Investment Management
Indiana
$7.04K
PCM
1967
Penserra Capital Management
California
$7K
WOSD
1968
WFA of San Diego
California
$6.4K +$6.24K +30 New
EBA
1969
Eagle Bay Advisors
New York
$6.4K
RAM
1970
Riggs Asset Management
Pennsylvania
$6.19K -$2.49K -12 -29%
SC
1971
Stephens Consulting
Michigan
$5.76K
CWM
1972
Cranbrook Wealth Management
Michigan
$5.7K
BCPWM
1973
Bradley & Co Private Wealth Management
Florida
$5.55K
DIP
1974
DT Investment Partners
Pennsylvania
$5.55K
HC
1975
Hoese & Co
Minnesota
$5.48K +$5.41K +26 New

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.