Casella Waste Systems
CWST
309 hedge funds and large institutions have $4.98B invested in Casella Waste Systems in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 85 increasing their positions, 124 reducing their positions, and 36 closing their positions.
515% more call options, than puts
Call options by funds: $1.32M | Put options by funds: $214K
42% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 36
14% more capital invested
Capital invested by funds: $4.38B → $4.98B (+$595M)
3% more funds holding
Funds holding: 299 → 309 (+10)
1.39% more ownership
Funds ownership: 100.78% → 102.17% (+1.4%)
31% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 124
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$62.1M |
| 2 |
Neuberger Berman Group
New York
|
+$41.8M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$33.2M |
| 4 |
BlackRock
New York
|
+$22.8M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
-$39M |
| 2 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$22.3M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$20.4M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$16M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$15.9M |
CWST Hedge Fund Activity: Q4 2023 in Review
309 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Casella Waste Systems (CWST) for Q4 2023, worth a combined $4.98B — up 14% from $4.38B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new CWST positions and 36 closed out — a net gain of 15 holders — while 85 added to existing stakes and 124 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $62.1M. The largest seller was EARNEST Partners, cutting an estimated $39M.
- 309 institutional investors held Casella Waste Systems (CWST) as of Q4 2023, up from 299 in Q3 2023.
- Funds reported $4.98B of Casella Waste Systems stock for Q4 2023, up 14% quarter-over-quarter.
- 51 funds opened new Casella Waste Systems positions in Q4 2023 and 36 closed out, a net change of +15 holders.
- The largest Casella Waste Systems buyer in Q4 2023 was Morgan Stanley, an estimated $62.1M added.
- The largest Casella Waste Systems seller in Q4 2023 was EARNEST Partners, an estimated $39M sold.
Based on aggregated 13F filings for Q4 2023.