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Casella Waste Systems

279 hedge funds and large institutions have $3.86B invested in Casella Waste Systems in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

6% more capital invested

Capital invested by funds: $3.65B → $3.86B (+$208M)

5% more funds holding

Funds holding: 265279 (+14)

0.5% more ownership

Funds ownership: 99.11%99.61% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 95

83% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $6.97M

Holders
279
Holders Change
+14
Holders Change %
+5.28%
% of All Funds
4.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
89
Reduced
95
Closed
16
Calls
$1.19M
Puts
$6.97M
Net Calls
-$5.78M
Net Calls Change
-$7.35M
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
251
Wipfli Financial Advisors
Wisconsin
$11K +$11.4K +142 New
C
252
Covestor
United Kingdom
$10K -$160 -2 -2%
TFS
253
TrustCore Financial Services
Tennessee
$10K
BTI
254
Blue Trust Inc
Georgia
$9K
CTC
255
Central Trust Company
Missouri
$8K -$561 -7 -7%
CFGS
256
Concourse Financial Group Securities
Alabama
$8K
HNB
257
Huntington National Bank
Ohio
$8K
RA
258
Rise Advisors
New York
$8K
RA
259
Rational Advisors
New York
$8K +$80 +1 +0.9%
CWC
260
Carolinas Wealth Consulting
North Carolina
$7K
CA
261
Crewe Advisors
Utah
$7K
Bessemer Group
262
Bessemer Group
New Jersey
$7K +$4.49K +56 +140%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.41K +80 New
AAP
264
Arax Advisory Partners
Colorado
$5K
PTC
265
Private Trust Company
Ohio
$4K
FCA
266
FinTrust Capital Advisors
South Carolina
$4K +$401 +5 +11%
GWSG
267
GPS Wealth Strategies Group
Colorado
$3K
MCM
268
Manchester Capital Management
Vermont
$3K
UFF
269
USA Financial Formulas
Michigan
$2K
JWA
270
JFS Wealth Advisors
Pennsylvania
$2K +$802 +10 +67%
SC
271
Schubert & Co
Texas
$2K +$962 +12 +75%
BIA
272
Bell Investment Advisors
California
$1K
IFAM
273
Institutional & Family Asset Management
Colorado
$1K
QC
274
Quent Capital
New York
$1K
VCM
275
Versant Capital Management
Arizona
$1K