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Waste Management

1,992 hedge funds and large institutions have $66.6B invested in Waste Management in 2024 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 792 increasing their positions, 714 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 106

11% more repeat investments, than reductions

Existing positions increased: 792 | Existing positions reduced: 714

0.22% less ownership

Funds ownership: 80.85%80.62% (-0.22%)

0% less funds holding

Funds holding: 1,9981,992 (-6)

4% less capital invested

Capital invested by funds: $69.1B → $66.6B (-$2.5B)

25% less call options, than puts

Call options by funds: $259M | Put options by funds: $347M

27% less funds holding in top 10

Funds holding in top 10: 5137 (-14)

Holders
1,992
Holders Change
-6
Holders Change %
-0.3%
% of All Funds
28.6%
Holding in Top 10
37
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-27.45%
% of All Funds
0.53%
New
127
Increased
792
Reduced
714
Closed
106
Calls
$259M
Puts
$347M
Net Calls
-$87.9M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
2051
Allstate Corporation
Illinois
-$277K -1,300 Closed
MHS
2052
M Holdings Securities
Oregon
-$268K -1,256 Closed
OFG
2053
Oxford Financial Group
Indiana
-$265K -1,241 Closed
WF
2054
Wayfinding Financial
Washington
-$257K -1,207 Closed
LWL
2055
Leo Wealth LLC
Texas
-$257K -1,206 Closed
SGAM
2056
Smith Group Asset Management
Texas
-$256K -1,200 Closed
WP
2057
WMS Partners
Maryland
-$251K -1,176 Closed
NRC
2058
New Republic Capital
North Carolina
-$242K -1,133 Closed
MSFS
2059
Main Street Financial Solutions
Pennsylvania
-$234K -1,097 Closed
AFA
2060
American Financial Advisors
Georgia
-$233K -1,093 Closed
HCM
2061
Hilton Capital Management
New York
-$227K -1,064 Closed
CF
2062
Clarity Financial
Texas
-$226K -1,060 Closed
CWG
2063
Cornerstone Wealth Group
North Carolina
-$221K -1,037 Closed
KWS
2064
Keystone Wealth Services
California
-$217K -1,017 Closed
FFA
2065
Florida Financial Advisors
Florida
-$212K -995 Closed
SCP
2066
Sivia Capital Partners
California
-$210K -986 Closed
IP
2067
Ignite Planners
California
-$207K -982 Closed
SAG
2068
SageView Advisory Group
California
-$208K -973 Closed
JMFC
2069
J.M. Forbes & Co
Massachusetts
-$205K -959 Closed
OL
2070
OneFund LLC
Florida
-$205K -959 Closed
GLR
2071
Great Lakes Retirement
Ohio
-$204K -956 Closed
CNFG
2072
Creegan & Nassoura Financial Group
New Hampshire
-$203K -950 Closed
LK
2073
Lumbard & Kellner
New Hampshire
-$203K -950 Closed
SCG
2074
Sonata Capital Group
Washington
-$203K -950 Closed
GSCM
2075
Greenfield Seitz Capital Management
Texas
-$201K -944 Closed

WM Hedge Fund Activity: Q3 2024 in Review

1,992 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q3 2024, worth a combined $66.6B — down 3.6% from $69.1B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new WM positions and 106 closed out — a net gain of 21 holders — while 792 added to existing stakes and 714 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $540M. The largest seller was Gates Foundation Trust, cutting an estimated $626M.

  • 1,992 institutional investors held Waste Management (WM) as of Q3 2024, down from 1,998 in Q2 2024.
  • Funds reported $66.6B of Waste Management stock for Q3 2024, down 3.6% quarter-over-quarter.
  • 127 funds opened new Waste Management positions in Q3 2024 and 106 closed out, a net change of +21 holders.
  • The largest Waste Management buyer in Q3 2024 was International Assets Investment Management, an estimated $540M added.
  • The largest Waste Management seller in Q3 2024 was Gates Foundation Trust, an estimated $626M sold.

Based on aggregated 13F filings for Q3 2024.