Waste Connections
535 hedge funds and large institutions have $30.4B invested in Waste Connections in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 197 increasing their positions, 179 reducing their positions, and 49 closing their positions.
22% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 49
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
21% more call options, than puts
Call options by funds: $27.7M | Put options by funds: $22.8M
10% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 179
1% more funds holding
Funds holding: 529 → 535 (+6)
3% more capital invested
Capital invested by funds: $29.3B → $30.4B (+$1.01B)
0.03% less ownership
Funds ownership: 84.51% → 84.48% (-0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$93M |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$79M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$60.9M |
| 4 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$59.1M |
| 5 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$56.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$312M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$125M |
| 3 |
Renaissance Technologies
New York
|
-$78.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$73M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$60.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWP
576
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$7K | -50 | Closed |
|
|
DWA
577
Delos Wealth Advisors
Dallas,
Texas
| – | -$5K | -36 | Closed |
|
578
Jones Financial Companies
Des Peres,
Missouri
| – | -$4K | -32 | Closed |
|
|
CA
579
CoreCap Advisors
Southfield,
Michigan
| – | -$4K | -31 | Closed |
|
|
JFA
580
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$3K | -25 | Closed |
|
|
PMFA
581
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$3K | -24 | Closed |
|
|
AWA
582
Aquire Wealth Advisors
South Jordan,
Utah
| – | -$1K | -6 | Closed |
|
WCN Hedge Fund Activity: Q1 2022 in Review
535 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Waste Connections (WCN) for Q1 2022, worth a combined $30.4B — up 3.4% from $29.3B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new WCN positions and 49 closed out — a net gain of 11 holders — while 197 added to existing stakes and 179 trimmed.
The largest buyer was Putnam Investments, adding an estimated $93M. The largest seller was T. Rowe Price Associates, cutting an estimated $312M.
- 535 institutional investors held Waste Connections (WCN) as of Q1 2022, up from 529 in Q4 2021.
- Funds reported $30.4B of Waste Connections stock for Q1 2022, up 3.4% quarter-over-quarter.
- 60 funds opened new Waste Connections positions in Q1 2022 and 49 closed out, a net change of +11 holders.
- The largest Waste Connections buyer in Q1 2022 was Putnam Investments, an estimated $93M added.
- The largest Waste Connections seller in Q1 2022 was T. Rowe Price Associates, an estimated $312M sold.
Based on aggregated 13F filings for Q1 2022.