Casella Waste Systems
CWST
407 hedge funds and large institutions have $5.92B invested in Casella Waste Systems in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 127 increasing their positions, 156 reducing their positions, and 48 closing their positions.
1,256% more call options, than puts
Call options by funds: $4.51M | Put options by funds: $333K
44% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 48
4% more funds holding
Funds holding: 393 → 407 (+14)
4.62% less ownership
Funds ownership: 123.95% → 119.32% (-4.6%)
19% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 156
22% less capital invested
Capital invested by funds: $7.59B → $5.92B (-$1.67B)
70% less funds holding in top 10
Funds holding in top 10: 10 → 3 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$44.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$42.9M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$37.6M |
| 4 |
ClearBridge Investments
New York
|
+$37.5M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$36.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$113M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$101M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$80.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$41.2M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$34.2M |
CWST Hedge Fund Activity: Q1 2026 in Review
407 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Casella Waste Systems (CWST) for Q1 2026, worth a combined $5.92B — down 22% from $7.59B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new CWST positions and 48 closed out — a net gain of 21 holders — while 127 added to existing stakes and 156 trimmed.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $44.5M. The largest seller was Wasatch Advisors, cutting an estimated $113M.
- 407 institutional investors held Casella Waste Systems (CWST) as of Q1 2026, up from 393 in Q4 2025.
- Funds reported $5.92B of Casella Waste Systems stock for Q1 2026, down 22% quarter-over-quarter.
- 69 funds opened new Casella Waste Systems positions in Q1 2026 and 48 closed out, a net change of +21 holders.
- The largest Casella Waste Systems buyer in Q1 2026 was Point72 Asset Management, an estimated $44.5M added.
- The largest Casella Waste Systems seller in Q1 2026 was Wasatch Advisors, an estimated $113M sold.
Based on aggregated 13F filings for Q1 2026.