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Casey's General Stores

323 hedge funds and large institutions have $4.07B invested in Casey's General Stores in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 106 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 27

11% more funds holding

Funds holding: 291323 (+32)

1.02% more ownership

Funds ownership: 96.87%97.89% (+1%)

7% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 99

6% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $13.6M

1% more capital invested

Capital invested by funds: $4.02B → $4.07B (+$49.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
323
Holders Change
+32
Holders Change %
+11%
% of All Funds
7.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
61
Increased
106
Reduced
99
Closed
27
Calls
$14.5M
Puts
$13.6M
Net Calls
+$878K
Net Calls Change
-$5.24M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
251
Clear Perspective Advisors
Illinois
$137K
OWA
252
One Wealth Advisors
California
$137K +$140K +1,223 New
AAMU
253
Amundi Asset Management US
Massachusetts
$133K +$136K +1,185 New
PAM
254
Paradigm Asset Management
New York
$118K
PCIA
255
Prime Capital Investment Advisors
Kansas
$105K +$108K +940 New
DAL
256
David A. Lorber
$100K +$102K +894 New
CG
257
Cutler Group
California
$99K +$44.3K +387 +77%
APA
258
American Portfolios Advisors
New York
$98.7K +$101K +882 New
First Manhattan
259
First Manhattan
New York
$89K
IA
260
IFP Advisors
Florida
$75K +$7.89K +69 +11%
PCM
261
Prelude Capital Management
New York
$75K +$76.6K +670 New
PMFA
262
Plante Moran Financial Advisors
Michigan
$67K +$68.6K +600 New
FANJ
263
Financial Architects (New Jersey)
New Jersey
$56K +$57.2K +500 New
ASN
264
Advisory Services Network
Georgia
$50K -$24.2K -212 -32%
CTA
265
Carillon Tower Advisers
Florida
$48.5K +$49.6M +433,313 New
WCBA
266
Weaver C. Barksdale & Associates
Tennessee
$45K +$3.66K +32 +9%
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$41K
MWM
268
MinichMacGregor Wealth Management
New York
$38K
SWP
269
Stratos Wealth Partners
Ohio
$37K +$37.9K +331 New
AIL
270
AGF Investments LLC
Ontario, Canada
$37K +$38.1K +333 New
FFC
271
First Financial Corp
Indiana
$35K
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$34K
TRCT
273
Tower Research Capital (TRC)
New York
$31K +$32.4K +283 New
VCM
274
Versant Capital Management
Arizona
$27K +$801 +7 +3%
QCG
275
Quadrant Capital Group
Ohio
$24K +$572 +5 +2%

CASY Hedge Fund Activity: Q4 2017 in Review

323 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q4 2017, worth a combined $4.07B — up 1.2% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new CASY positions and 27 closed out — a net gain of 34 holders — while 106 added to existing stakes and 99 trimmed.

The largest buyer was Junto Capital Management, opening a new position worth an estimated $29.4M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $50.4M sold.

  • 323 institutional investors held Casey's General Stores (CASY) as of Q4 2017, up from 291 in Q3 2017.
  • Funds reported $4.07B of Casey's General Stores stock for Q4 2017, up 1.2% quarter-over-quarter.
  • 61 funds opened new Casey's General Stores positions in Q4 2017 and 27 closed out, a net change of +34 holders.
  • The largest Casey's General Stores buyer in Q4 2017 was Junto Capital Management, an estimated $29.4M added.
  • The largest Casey's General Stores seller in Q4 2017 was Fiduciary Management Inc, an estimated $50.4M sold.

Based on aggregated 13F filings for Q4 2017.