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Casella Waste Systems
CWST

Overview Fund Activity

311 hedge funds and large institutions have $5.77B invested in Casella Waste Systems in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
4.51%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
110
Reduced
106
Closed
31
Calls
$4.76M
Puts
$59K
Net Calls
+$4.7M
Net Calls Change
+$3.59M

Top Buyers

1
WA
Wasatch Advisors
Utah
$91.3M
2
Capital Research Global Investors
Capital Research Global Investors
California
$71.5M
3
Franklin Resources
Franklin Resources
California
$25.9M
4
CCA
Conestoga Capital Advisors
Pennsylvania
$325M
5
Ameriprise
Ameriprise
Minnesota
$230M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$57.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$234M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$264M
4
SAM
Silvercrest Asset Management
New York
$130M
5
TCM
TimesSquare Capital Management
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Moran Wealth Management
Florida
$362K +$24.6K +249 +7%
Envestnet Portfolio Solutions
202
Envestnet Portfolio Solutions
Illinois
$355K +$46.2K +467 +15%
X
203
Xponance
Pennsylvania
$339K +$1.48K +15 +0.4%
Mackenzie Financial
204
Mackenzie Financial
Ontario, Canada
$334K – – –
OFS
205
OneAscent Financial Services
Alabama
$334K +$30.8K +311 +10%
CG
206
Cynosure Group
Utah
$327K +$327K +3,305 New
SFI
207
Susquehanna Fundamental Investments
Pennsylvania
$316K +$316K +3,200 New
CTC
208
Cetera Trust Company
Minnesota
$315K +$29.7K +300 +10%
ITFISA
209
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$303K +$19K +200 +7%
MLICM
210
Metropolitan Life Insurance Company (MetLife)
New York
$293K -$22.3K -226 -7%
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$293K – – –
FCA
212
Fortis Capital Advisors
Kansas
$293K +$293K +2,963 New
BAM
213
Belpointe Asset Management
Nevada
$293K +$293K +2,963 New
SPIA
214
Steward Partners Investment Advisory
New York
$290K – – –
HR
215
Hardy Reed
Mississippi
$290K +$26.2K +265 +10%
PS
216
Portfolio Strategies
New York
$290K +$290K +2,930 New
ATC
217
Argent Trust Co
Tennessee
$283K +$198 +2 +0.1%
CA
218
Cetera Advisors
Colorado
$281K +$281K +2,844 New
National Bank of Canada
219
National Bank of Canada
Quebec, Canada
$278K -$5.92M -60,692 -96%
PAG
220
Private Advisor Group
New Jersey
$276K +$8.31K +84 +3%
EH
221
Equitable Holdings
New York
$270K – – –
CWA
222
Capital Wealth Alliance
Arizona
$267K – – –
IP
223
Intellectus Partners
California
$264K +$17.3K +175 +7%
SG Americas Securities
224
SG Americas Securities
New York
$263K +$263K +2,664 New
VCA
225
Verdence Capital Advisors
Maryland
$258K +$258K +2,612 New
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9
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