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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
JDR
2001
Jay D. Rosenbaum
-$523K -2,922 Closed
RP
2002
Riverbridge Partners
Minnesota
-$448K -2,500 Closed
FFB
2003
First Financial Bankshares
Texas
-$352K -1,968 Closed
ACM
2004
Alethea Capital Management
Washington
-$349K -1,950 Closed
HIMC
2005
Heritage Investors Management Corp
Maryland
-$331K -1,849 Closed
SFG
2006
Sather Financial Group
Texas
-$330K -1,841 Closed
CWM
2007
Centric Wealth Management
Illinois
-$335K -1,782 Closed
OP
2008
ORG Partners
Indiana
-$317K -1,770 Closed
FA
2009
FDx Advisors
Illinois
-$315K -1,760 Closed
ARC
2010
Advisor Resource Council
Texas
-$313K -1,749 Closed
SFA
2011
Souders Financial Advisors
Ohio
-$310K -1,731 Closed
WIA
2012
World Investment Advisors
California
-$300K -1,675 Closed
PHK
2013
Point72 Hong Kong
Hong Kong
-$294K -1,642 Closed
PIP
2014
Peachtree Investment Partners
Florida
-$283K -1,581 Closed
WGAM
2015
Wilkinson Global Asset Management
New York
-$278K -1,550 Closed
GIS
2016
Grayhawk Investment Strategies
Alberta, Canada
-$277K -1,549 Closed
Financial Engines Advisors
2017
Financial Engines Advisors
California
-$264K -1,472 Closed
3IP
2018
3Chopt Investment Partners
Virginia
-$256K -1,427 Closed
BFAG
2019
Blackston Financial Advisory Group
Florida
-$255K -1,426 Closed
Group One Trading
2020
Group One Trading
Illinois
-$279K -1,418 Closed
CD
2021
Chapin Davis
Maryland
-$244K -1,361 Closed
GWS
2022
Glassman Wealth Services
Virginia
-$243K -1,358 Closed
WC
2023
Woodstock Corp
Massachusetts
-$242K -1,351 Closed
DS
2024
DRW Securities
Illinois
-$240K -1,340 Closed
SEC
2025
Seven Eight Capital
New York
-$239K -1,332 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.