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Casella Waste Systems
CWST

Overview Fund Activity

263 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, 95 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-6
Holders Change %
-2.23%
% of All Funds
4.21%
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
95
Reduced
88
Closed
30
Calls
$1.62M
Puts
$8K
Net Calls
+$1.61M
Net Calls Change
-$2.4M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$105M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$243M
3
GCM
Geneva Capital Management
Wisconsin
$34.9M
4
SEI Investments
SEI Investments
Pennsylvania
$31M
5
RIM
Ranger Investment Management
Texas
$36.3M

Top Sellers

1
FAM
Fred Alger Management
New York
$131M
2
Invesco
Invesco
Georgia
$121M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$139M
4
Millennium Management
Millennium Management
New York
$2.38M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
SeaCrest Wealth Management
New York
$212K -$83.7K -1,012 -28%
IP
202
Intellectus Partners
California
$207K +$207K +2,500 New
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$198K +$4.96K +60 +3%
US Bancorp
204
US Bancorp
Minnesota
$183K +$79K +956 +76%
SPIA
205
Steward Partners Investment Advisory
New York
$165K – – –
PMFA
206
Plante Moran Financial Advisors
Michigan
$151K – – –
APW
207
Acima Private Wealth
Virginia
$145K +$145K +1,760 New
MWM
208
Mascoma Wealth Management
New Hampshire
$142K – – –
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$127K -$12.4K -150 -9%
AF
210
Allworth Financial
California
$102K +$43.4K +525 +74%
TWM
211
Tradition Wealth Management
Minnesota
$98K – – –
TRCT
212
Tower Research Capital (TRC)
New York
$98K +$89.6K +1,082 +1,061%
BAM
213
Belpointe Asset Management
Nevada
$87K +$4.3K +52 +5%
SC
214
SouthState Corp
Florida
$82.7K – – –
MSFP
215
Mark Sheptoff Financial Planning
Connecticut
$82.7K – – –
HIA
216
Harbor Investment Advisory
Maryland
$77K +$15.5K +187 +25%
CT
217
Cambridge Trust
Massachusetts
$74.4K – – –
HA
218
Homestead Advisers
Virginia
$65.5K +$8.43K +102 +15%
KFS
219
Kelly Financial Services
Massachusetts
$56.5K -$5.37K -65 -9%
LC
220
Lindbrook Capital
California
$54.2K -$6.45K -78 -11%
TCOV
221
Trust Company of Vermont
Vermont
$51.7K -$29.3K -355 -36%
MCM
222
Manchester Capital Management
Vermont
$44.8K +$41.7K +505 +1,365%
SC
223
Skylands Capital
Wisconsin
$41.3K – – –
S
224
SignatureFD
Georgia
$37K +$9.42K +114 +34%
QCG
225
Quadrant Capital Group
Ohio
$27.9K -$1.82K -22 -6%
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9
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