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Casella Waste Systems

266 hedge funds and large institutions have $4.19B invested in Casella Waste Systems in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20,150% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $8K

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

8% more capital invested

Capital invested by funds: $3.89B → $4.19B (+$302M)

1.01% more ownership

Funds ownership: 98.93%99.94% (+1%)

9% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 89

2% less funds holding

Funds holding: 272266 (-6)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

Holders
266
Holders Change
-6
Holders Change %
-2.21%
% of All Funds
4.24%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
26
Increased
97
Reduced
89
Closed
30
Calls
$1.62M
Puts
$8K
Net Calls
+$1.61M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
251
Arax Advisory Partners
Colorado
$5.37K
RFG
252
RFP Financial Group
Georgia
$2.81K
GWSG
253
GPS Wealth Strategies Group
Colorado
$2.73K +$2.61K +33 New
JWA
254
JFS Wealth Advisors
Pennsylvania
$2.15K -$79 -1 -4%
SC
255
Schubert & Co
Texas
$2.07K +$79 +1 +4%
FCA
256
FinTrust Capital Advisors
South Carolina
$2.06K
UFF
257
USA Financial Formulas
Michigan
$1.74K +$1.66K +21 New
BIA
258
Bell Investment Advisors
California
$1.32K -$475 -6 -27%
QC
259
Quent Capital
New York
$1.24K
EWA
260
EverSource Wealth Advisors
Alabama
$992
DI
261
Disciplined Investments
Oklahoma
$661
IFAM
262
Institutional & Family Asset Management
Colorado
$579
SIC
263
SJS Investment Consulting
Ohio
$496 -$396 -5 -45%
Commonwealth Equity Services
264
Commonwealth Equity Services
Massachusetts
$437
GRP
265
Global Retirement Partners
California
$358 +$317 +4 New
TWP
266
TFO Wealth Partners
Ohio
$83 -$11.8K -149 -99%
LCG
267
Lisanti Capital Growth
New York
-$9.13M -115,092 Closed
CM
268
Castleark Management
Illinois
-$8.42M -106,150 Closed
NIP
269
Nicholas Investment Partners
California
-$5.6M -70,560 Closed
IECM
270
Intrinsic Edge Capital Management
Illinois
-$4.34M -54,750 Closed
Skandinaviska Enskilda Banken (SEB)
271
Skandinaviska Enskilda Banken (SEB)
Sweden
-$4.13M -52,100 Closed
Amundi
272
Amundi
France
-$3.4M -41,651 Closed
PAM
273
Panagora Asset Management
Massachusetts
-$1.34M -16,910 Closed
TI
274
Trexquant Investment
Connecticut
-$1.2M -15,116 Closed
JMPWA
275
JP Morgan Private Wealth Advisors
California
-$1.01M -12,750 Closed