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Casella Waste Systems

320 hedge funds and large institutions have $5.05B invested in Casella Waste Systems in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 113 increasing their positions, 84 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 14

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

35% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 84

20% more capital invested

Capital invested by funds: $4.19B → $5.05B (+$857M)

20% more funds holding

Funds holding: 266320 (+54)

9.71% more ownership

Funds ownership: 99.94%109.64% (+9.7%)

46% less call options, than puts

Call options by funds: $4.55M | Put options by funds: $8.4M

Holders
320
Holders Change
+54
Holders Change %
+20.3%
% of All Funds
5.02%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
68
Increased
113
Reduced
84
Closed
14
Calls
$4.55M
Puts
$8.4M
Net Calls
-$3.85M
Net Calls Change
-$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$49.9M +$15.5M +173,520 +46%
Charles Schwab
27
Charles Schwab
California
$47.6M +$5.78M +64,759 +14%
Norges Bank
28
Norges Bank
Norway
$46.3M +$6.92M +77,553 +18%
GIP
29
Granite Investment Partners
California
$41.1M +$516K +5,781 +1%
RIM
30
Ranger Investment Management
Texas
$41M +$1.29M +14,490 +3%
KCM
31
Kennedy Capital Management
Missouri
$40.2M +$10.6M +118,487 +36%
PI
32
Putnam Investments
Massachusetts
$36.2M -$1.18M -13,273 -3%
Morgan Stanley
33
Morgan Stanley
New York
$35.8M +$2.01M +22,529 +6%
Jennison Associates
34
Jennison Associates
New York
$34.3M +$5.83M +65,323 +21%
SEI Investments
35
SEI Investments
Pennsylvania
$33.5M -$344K -3,858 -1%
Aberdeen Group
36
Aberdeen Group
United Kingdom
$31.5M -$19.4M -216,902 -38%
TIM
37
Thornburg Investment Management
New Mexico
$31.1M -$2.16M -24,224 -7%
N
38
Nuveen
North Carolina
$29.2M +$10M +112,500 +54%
RJA
39
Raymond James & Associates
Florida
$26.7M +$4.95M +55,441 +23%
ACB
40
Aristotle Capital Boston
Massachusetts
$26.5M +$328K +3,671 +1%
Ensign Peak Advisors
41
Ensign Peak Advisors
Utah
$26.5M +$24.7M +277,053 +1,771%
Bank of America
42
Bank of America
North Carolina
$26.3M -$743K -8,324 -3%
GIM
43
Granahan Investment Management
Massachusetts
$25.7M -$2.01M -22,581 -7%
OAM
44
Ophir Asset Management
Australia
$25.7M +$25.4M +284,339 New
Citadel Advisors
45
Citadel Advisors
Florida
$25.5M +$17.6M +197,337 +232%
GKIM
46
GW&K Investment Management
Massachusetts
$23.1M +$1.68M +18,815 +8%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$22.6M +$1.7M +19,018 +8%
DCM
48
Driehaus Capital Management
Illinois
$21.7M +$21.4M +240,043 New
EAM
49
Eagle Asset Management
Florida
$20M -$2.08M -23,262 -10%
LCOV
50
London Company of Virginia
Virginia
$19.7M +$19.4M +217,701 New

CWST Hedge Fund Activity: Q2 2023 in Review

320 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Casella Waste Systems (CWST) for Q2 2023, worth a combined $5.05B — up 20% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CWST positions and 14 closed out — a net gain of 54 holders — while 113 added to existing stakes and 84 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $78.5M. The largest seller was EARNEST Partners, cutting an estimated $48M.

  • 320 institutional investors held Casella Waste Systems (CWST) as of Q2 2023, up from 266 in Q1 2023.
  • Funds reported $5.05B of Casella Waste Systems stock for Q2 2023, up 20% quarter-over-quarter.
  • 68 funds opened new Casella Waste Systems positions in Q2 2023 and 14 closed out, a net change of +54 holders.
  • The largest Casella Waste Systems buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $78.5M added.
  • The largest Casella Waste Systems seller in Q2 2023 was EARNEST Partners, an estimated $48M sold.

Based on aggregated 13F filings for Q2 2023.