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WCN

Waste Connections

737 hedge funds and large institutions have $37.9B invested in Waste Connections in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 251 increasing their positions, 282 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $81.8M | Put options by funds: $44.5M

28% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 64

1% more funds holding

Funds holding: 730737 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.33% less ownership

Funds ownership: 85.86%85.53% (-0.33%)

4% less capital invested

Capital invested by funds: $39.6B → $37.9B (-$1.71B)

11% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 282

Holders
737
Holders Change
+7
Holders Change %
+0.96%
% of All Funds
9.71%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
82
Increased
251
Reduced
282
Closed
64
Calls
$81.8M
Puts
$44.5M
Net Calls
+$37.3M
Net Calls Change
+$5.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.03B +$31.6M +174,121 +0.6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.83B +$42.5M +233,700 +2%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.48B +$64.9M +357,098 +4%
Fidelity International
4
Fidelity International
Bermuda
$1.23B +$412M +2,269,652 +46%
WCM Investment Management
5
WCM Investment Management
California
$1.09B -$241M -1,327,001 -17%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$1.05B -$7.05M -38,791 -0.6%
BlackRock
7
BlackRock
New York
$1.03B -$289M -1,592,297 -21%
Capital International Investors
8
Capital International Investors
California
$1.02B +$163M +899,058 +18%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$984M +$27.4M +150,683 +3%
Pictet Asset Management
10
Pictet Asset Management
Switzerland
$933M -$26.9M -148,144 -3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$813M -$105M -577,051 -11%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$741M +$27.2M +149,712 +4%
Norges Bank
13
Norges Bank
Norway
$688M -$8.19M -45,066 -1%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$683M +$56.4M +310,449 +8%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$646M -$12M -66,143 -2%
TD Asset Management
16
TD Asset Management
Ontario, Canada
$634M +$12M +65,795 +2%
AIM
17
Alphinity Investment Management
Australia
$572M +$5.37M +29,542 +0.9%
JP Morgan Chase
18
JP Morgan Chase
New York
$558M -$10.4M -57,145 -2%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$504M +$47.4M +261,078 +10%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$452M -$6.55M -36,020 -1%
Morgan Stanley
21
Morgan Stanley
New York
$411M +$57.6M +316,956 +15%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$391M -$9.38M -51,620 -2%
Bank of America
23
Bank of America
North Carolina
$381M +$736K +4,053 +0.2%
Gates Foundation Trust
24
Gates Foundation Trust
Washington
$369M
Principal Financial Group
25
Principal Financial Group
Iowa
$349M +$19.9M +109,701 +6%

WCN Hedge Fund Activity: Q4 2024 in Review

737 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Waste Connections (WCN) for Q4 2024, worth a combined $37.9B — down 4.3% from $39.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new WCN positions and 64 closed out — a net gain of 18 holders — while 251 added to existing stakes and 282 trimmed.

The largest buyer was Fidelity International, adding an estimated $412M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $337M sold.

  • 737 institutional investors held Waste Connections (WCN) as of Q4 2024, up from 730 in Q3 2024.
  • Funds reported $37.9B of Waste Connections stock for Q4 2024, down 4.3% quarter-over-quarter.
  • 82 funds opened new Waste Connections positions in Q4 2024 and 64 closed out, a net change of +18 holders.
  • The largest Waste Connections buyer in Q4 2024 was Fidelity International, an estimated $412M added.
  • The largest Waste Connections seller in Q4 2024 was Winslow Capital Management, an estimated $337M sold.

Based on aggregated 13F filings for Q4 2024.