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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 %
CF
2051
Clarity Financial
Texas
– -$226K -1,060 Closed
CWG
2052
Cornerstone Wealth Group
North Carolina
– -$221K -1,037 Closed
KWS
2053
Keystone Wealth Services
California
– -$217K -1,017 Closed
FFA
2054
Florida Financial Advisors
Florida
– -$212K -995 Closed
SCP
2055
Sivia Capital Partners
California
– -$210K -986 Closed
IP
2056
Ignite Planners
California
– -$207K -982 Closed
SAG
2057
SageView Advisory Group
California
– -$208K -973 Closed
OL
2058
OneFund LLC
Florida
– -$205K -959 Closed
JMFC
2059
J.M. Forbes & Co
Massachusetts
– -$205K -959 Closed
GLR
2060
Great Lakes Retirement
Ohio
– -$204K -956 Closed
LK
2061
Lumbard & Kellner
New Hampshire
– -$203K -950 Closed
CNFG
2062
Creegan & Nassoura Financial Group
New Hampshire
– -$203K -950 Closed
SCG
2063
Sonata Capital Group
Washington
– -$203K -950 Closed
SFG
2064
Sovereign Financial Group
Connecticut
– -$201K -942 Closed
TFF
2065
The Family Firm
Maryland
– -$181K -849 Closed
CBT
2066
Central Bank & Trust
Kentucky
– -$165K -774 Closed
EC
2067
EdgeRock Capital
Colorado
– -$144K -673 Closed
GI
2068
Gradient Investments
Minnesota
– -$139K -653 Closed
WFS
2069
Widmann Financial Services
Maryland
– -$139K -650 Closed
SWC
2070
Spectrum Wealth Counsel
Indiana
– -$120K -562 Closed
HIIFS
2071
Harel Insurance Investments & Financial Services
Israel
– -$111K -522 Closed
OIA
2072
Optimum Investment Advisors
Illinois
– -$85.3K -400 Closed
TWP
2073
Triad Wealth Partners
Kansas
– -$73.6K -345 Closed
RDIA
2074
RE Dickinson Investment Advisors
Iowa
– -$61.9K -290 Closed
WR
2075
WD Rutherford
Oregon
– -$61.4K -288 Closed
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