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Casella Waste Systems

266 hedge funds and large institutions have $4.19B invested in Casella Waste Systems in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20,150% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $8K

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

8% more capital invested

Capital invested by funds: $3.89B → $4.19B (+$302M)

1.01% more ownership

Funds ownership: 98.93%99.94% (+1%)

9% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 89

2% less funds holding

Funds holding: 272266 (-6)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

Holders
266
Holders Change
-6
Holders Change %
-2.21%
% of All Funds
4.24%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
26
Increased
97
Reduced
89
Closed
30
Calls
$1.62M
Puts
$8K
Net Calls
+$1.61M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
176
Curi RMB Capital
Illinois
$350K
ASN
177
Advisory Services Network
Georgia
$340K -$2.29K -29 -0.7%
EH
178
Equitable Holdings
New York
$338K +$108K +1,363 +50%
AIP
179
Ameritas Investment Partners
Nebraska
$330K
FA
180
FDx Advisors
Illinois
$326K
MWM
181
Moran Wealth Management
Florida
$321K -$131K -1,657 -30%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$320K +$950 +12 +0.3%
FBT
183
First Bank & Trust
South Dakota
$317K -$33.3K -421 -10%
HighTower Advisors
184
HighTower Advisors
Illinois
$307K +$1.74K +22 +0.6%
CWA
185
Capital Wealth Alliance
Arizona
$298K
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$294K +$282K +3,562 New
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$291K +$77.5K +979 +38%
MIM
188
Marco Investment Management
Georgia
$285K +$7.91K +100 +3%
X
189
Xponance
Pennsylvania
$267K -$79 -1 -0%
SW
190
SVB Wealth
Massachusetts
$265K -$4.27K -54 -2%
Mackenzie Financial
191
Mackenzie Financial
Ontario, Canada
$256K
QT
192
Quantbot Technologies
New York
$244K +$233K +2,946 New
ATC
193
Argent Trust Co
Tennessee
$243K +$232K +2,938 New
CIBC World Market
194
CIBC World Market
Ontario, Canada
$240K
BCI
195
Brinker Capital Investments
Pennsylvania
$237K -$13.1K -165 -5%
OPS
196
Orion Portfolio Solutions
Nebraska
$237K +$227K +2,872 New
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$235K
Bessemer Group
198
Bessemer Group
New Jersey
$229K +$67.6K +854 +45%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$223K +$213K +2,693 New
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$222K -$30.1K -380 -12%