Casella Waste Systems
CWST
313 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, 109 increasing their positions, 108 reducing their positions, and 31 closing their positions.
7,959% more call options, than puts
Call options by funds: $4.75M | Put options by funds: $59K
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
16% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 31
16% more capital invested
Capital invested by funds: $4.97B → $5.77B (+$795M)
1% more funds holding
Funds holding: 309 → 313 (+4)
1% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 108
0.27% more ownership
Funds ownership: 102.06% → 102.32% (+0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$82.8M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$47.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$23.4M |
| 4 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$21.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$40.1M |
| 2 |
JP Morgan Chase
New York
|
-$23.7M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$20.6M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$13.5M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$13.3M |
CWST Hedge Fund Activity: Q1 2024 in Review
313 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Casella Waste Systems (CWST) for Q1 2024, worth a combined $5.77B — up 16% from $4.97B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new CWST positions and 31 closed out — a net gain of 5 holders — while 109 added to existing stakes and 108 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $82.8M. The largest seller was Neuberger Berman Group, cutting an estimated $40.1M.
- 313 institutional investors held Casella Waste Systems (CWST) as of Q1 2024, up from 309 in Q4 2023.
- Funds reported $5.77B of Casella Waste Systems stock for Q1 2024, up 16% quarter-over-quarter.
- 36 funds opened new Casella Waste Systems positions in Q1 2024 and 31 closed out, a net change of +5 holders.
- The largest Casella Waste Systems buyer in Q1 2024 was Wasatch Advisors, an estimated $82.8M added.
- The largest Casella Waste Systems seller in Q1 2024 was Neuberger Berman Group, an estimated $40.1M sold.
Based on aggregated 13F filings for Q1 2024.