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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
SFG
2076
Sovereign Financial Group
Connecticut
-$201K -942 Closed
TFF
2077
The Family Firm
Maryland
-$181K -849 Closed
CBT
2078
Central Bank & Trust
Kentucky
-$165K -774 Closed
EC
2079
EdgeRock Capital
Colorado
-$144K -673 Closed
GI
2080
Gradient Investments
Minnesota
-$139K -653 Closed
WFS
2081
Widmann Financial Services
Maryland
-$139K -650 Closed
SWC
2082
Spectrum Wealth Counsel
Indiana
-$120K -562 Closed
HIIFS
2083
Harel Insurance Investments & Financial Services
Israel
-$111K -522 Closed
OIA
2084
Optimum Investment Advisors
Illinois
-$85.3K -400 Closed
TWP
2085
Triad Wealth Partners
Kansas
-$73.6K -345 Closed
RDIA
2086
RE Dickinson Investment Advisors
Iowa
-$61.9K -290 Closed
WR
2087
WD Rutherford
Oregon
-$61.4K -288 Closed
MFG
2088
Mendota Financial Group
Wisconsin
-$31.1K -146 Closed
OWA
2089
Opal Wealth Advisors
New York
-$30.3K -142 Closed
SP
2090
SWS Partners
Ohio
-$19.4K -91 Closed
SA
2091
Scarborough Advisors
Maryland
-$18.1K -85 Closed
CB
2092
Chris Bulman
California
-$16.4K -77 Closed
KFS
2093
Kelly Financial Services
Massachusetts
-$16.2K -76 Closed
HF
2094
Halpern Financial
Virginia
-$9.17K -43 Closed
RWMG
2095
Redwood Wealth Management Group
New Jersey
-$8.53K -40 Closed
UWS
2096
Unique Wealth Strategies
Illinois
-$1.92K -9 Closed
DP
2097
Denver PWM
Colorado
-$1.71K -8 Closed
RFG
2098
RFP Financial Group
Georgia
-$1.71K -8 Closed
OCM
2099
Orion Capital Management
California
-$427 -2 Closed
KPP
2100
Kings Path Partners
Texas
-$213 -1 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.