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Casella Waste Systems
CWST

Overview Fund Activity

297 hedge funds and large institutions have $4.38B invested in Casella Waste Systems in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 84 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-21
Holders Change %
-6.6%
% of All Funds
4.74%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
34
Increased
129
Reduced
84
Closed
54
Calls
$1.08M
Puts
$747K
Net Calls
+$336K
Net Calls Change
+$4.19M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$126M
2
Ameriprise
2
Ameriprise
Minnesota
$149M
3
LCOV
3
London Company of Virginia
Virginia
$43.3M
4
Brown Advisory
4
Brown Advisory
Maryland
$68.6M
5
Comerica Bank
5
Comerica Bank
Texas
$17.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$325K
2
Norges Bank
2
Norges Bank
Norway
$20.1M
3
Invesco
3
Invesco
Georgia
$101M
4
DCM
4
Driehaus Capital Management
Illinois
$3.52M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Parallel Advisors
California
$7.63K +$7.63K +100 New
CA
277
Crewe Advisors
Utah
$6.87K – – –
Simplex Trading
278
Simplex Trading
Illinois
$6K -$172K -2,550 -97%
HIA
279
Harbor Investment Advisory
Maryland
$5.8K -$64.3K -843 -92%
CWC
280
Carolinas Wealth Consulting
North Carolina
$5.73K -$75 -1 -1%
CCP
281
Carmel Capital Partners
California
$5.49K +$5.49K +72 New
NA
282
NewEdge Advisors
Louisiana
$4.43K +$1.76K +23 +66%
Mitsubishi UFJ Asset Management
283
Mitsubishi UFJ Asset Management
Japan
$3.13K +$3.13K +41 New
MCM
284
Manchester Capital Management
Vermont
$2.82K – – –
RFG
285
RFP Financial Group
Georgia
$2.59K – – –
GWSG
286
GPS Wealth Strategies Group
Colorado
$2.52K – – –
SFG
287
Steward Financial Group
Texas
$2K +$2K +33 New
EWA
288
EverSource Wealth Advisors
Alabama
$1.91K +$992 +13 +108%
JWA
289
JFS Wealth Advisors
Pennsylvania
$1.68K -$305 -4 -15%
BIA
290
Bell Investment Advisors
California
$1.6K – – –
UFF
291
USA Financial Formulas
Michigan
$1.6K – – –
GBT
292
Grove Bank & Trust
Florida
$1.6K +$1.6K +21 New
SIC
293
SJS Investment Consulting
Ohio
$687 +$153 +2 +29%
IFAM
294
Institutional & Family Asset Management
Colorado
$534 – – –
Toronto Dominion Bank
295
Toronto Dominion Bank
Ontario, Canada
$305 – – –
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$305 +$153 +2 +100%
TWP
297
TFO Wealth Partners
Ohio
$90 – – –
ZP
298
Zimmer Partners
New York
– -$13.6M -150,000 Closed
Capstone Investment Advisors
299
Capstone Investment Advisors
New York
– -$9.05M -100,014 Closed
BC
300
Brookfield Corp
Ontario, Canada
– -$4.52M -50,000 Closed
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12
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