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Casella Waste Systems

145 hedge funds and large institutions have $534M invested in Casella Waste Systems in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $444M → $534M (+$89.8M)

5% more funds holding

Funds holding: 138145 (+7)

2.27% more ownership

Funds ownership: 77.29%79.55% (+2.3%)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
49
Reduced
50
Closed
12
Calls
$708K
Puts
Net Calls
+$708K
Net Calls Change
+$155K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gotham Asset Management
New York
-$232K -16,420 Closed
TSS
152
Two Sigma Securities
New York
-$193K -13,649 Closed
SIM
153
Spark Investment Management
New York
-$162K -11,500 Closed
TCM
154
Teza Capital Management
Illinois
-$157K -11,149 Closed
RJFSA
155
Raymond James Financial Services Advisors
Florida
-$144K -10,239 Closed
FM
156
Fondren Management
Texas
-$143K -10,169 Closed

CWST Hedge Fund Activity: Q2 2017 in Review

145 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Casella Waste Systems (CWST) for Q2 2017, worth a combined $534M — up 20% from $444M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CWST positions and 12 closed out — a net gain of 8 holders — while 49 added to existing stakes and 50 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $11.2M. The largest seller was Curi RMB Capital, cutting an estimated $16.6M.

  • 145 institutional investors held Casella Waste Systems (CWST) as of Q2 2017, up from 138 in Q1 2017.
  • Funds reported $534M of Casella Waste Systems stock for Q2 2017, up 20% quarter-over-quarter.
  • 20 funds opened new Casella Waste Systems positions in Q2 2017 and 12 closed out, a net change of +8 holders.
  • The largest Casella Waste Systems buyer in Q2 2017 was Wellington Management Group, an estimated $11.2M added.
  • The largest Casella Waste Systems seller in Q2 2017 was Curi RMB Capital, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2017.