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Casella Waste Systems

299 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, 130 increasing their positions, 85 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 85

45% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $747K

7% less funds holding

Funds holding: 320299 (-21)

8.86% less ownership

Funds ownership: 109.64%100.78% (-8.9%)

13% less capital invested

Capital invested by funds: $5.05B → $4.38B (-$661M)

37% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 54

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
299
Holders Change
-21
Holders Change %
-6.56%
% of All Funds
4.75%
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
130
Reduced
85
Closed
54
Calls
$1.08M
Puts
$747K
Net Calls
+$336K
Net Calls Change
+$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
276
Central Trust Company
Missouri
$7.63K
RA
277
Rise Advisors
New York
$7.63K
PA
278
Parallel Advisors
California
$7.63K +$8.2K +100 New
CA
279
Crewe Advisors
Utah
$6.87K
Simplex Trading
280
Simplex Trading
Illinois
$6K -$209K -2,550 -97%
HIA
281
Harbor Investment Advisory
Maryland
$5.8K -$69.1K -843 -92%
CWC
282
Carolinas Wealth Consulting
North Carolina
$5.73K -$82 -1 -1%
CCP
283
Carmel Capital Partners
California
$5.49K +$5.9K +72 New
NA
284
NewEdge Advisors
Louisiana
$4.42K +$1.89K +23 +66%
Mitsubishi UFJ Asset Management
285
Mitsubishi UFJ Asset Management
Japan
$3.13K +$3.36K +41 New
MCM
286
Manchester Capital Management
Vermont
$2.82K
RFG
287
RFP Financial Group
Georgia
$2.59K
GWSG
288
GPS Wealth Strategies Group
Colorado
$2.52K
SFG
289
Steward Financial Group
Texas
$2K +$2.71K +33 New
EWA
290
EverSource Wealth Advisors
Alabama
$1.91K +$1.07K +13 +108%
JWA
291
JFS Wealth Advisors
Pennsylvania
$1.68K -$328 -4 -15%
BIA
292
Bell Investment Advisors
California
$1.6K
UFF
293
USA Financial Formulas
Michigan
$1.6K
GBT
294
Grove Bank & Trust
Florida
$1.6K +$1.72K +21 New
SIC
295
SJS Investment Consulting
Ohio
$687 +$164 +2 +29%
IFAM
296
Institutional & Family Asset Management
Colorado
$534
Toronto Dominion Bank
297
Toronto Dominion Bank
Ontario, Canada
$305
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$305 +$164 +2 +100%
TWP
299
TFO Wealth Partners
Ohio
$90
ZP
300
Zimmer Partners
New York
-$13.6M -150,000 Closed

CWST Hedge Fund Activity: Q3 2023 in Review

299 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Casella Waste Systems (CWST) for Q3 2023, worth a combined $4.38B — down 13% from $5.05B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of CWST and 34 opened new positions — a net loss of 20 holders — while 85 trimmed existing stakes and 130 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $63.6M. The largest seller was Fidelity Investments, cutting an estimated $52M.

  • 299 institutional investors held Casella Waste Systems (CWST) as of Q3 2023, down from 320 in Q2 2023.
  • Funds reported $4.38B of Casella Waste Systems stock for Q3 2023, down 13% quarter-over-quarter.
  • 34 funds opened new Casella Waste Systems positions in Q3 2023 and 54 closed out, a net change of -20 holders.
  • The largest Casella Waste Systems buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $63.6M added.
  • The largest Casella Waste Systems seller in Q3 2023 was Fidelity Investments, an estimated $52M sold.

Based on aggregated 13F filings for Q3 2023.