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Casey's General Stores

566 hedge funds and large institutions have $9.11B invested in Casey's General Stores in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 180 increasing their positions, 195 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 39

47% more call options, than puts

Call options by funds: $60.9M | Put options by funds: $41.4M

9% more funds holding

Funds holding: 521566 (+45)

3.23% more ownership

Funds ownership: 85.97%89.21% (+3.2%)

5% more capital invested

Capital invested by funds: $8.71B → $9.11B (+$395M)

8% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 195

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
566
Holders Change
+45
Holders Change %
+8.64%
% of All Funds
8.25%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
93
Increased
180
Reduced
195
Closed
39
Calls
$60.9M
Puts
$41.4M
Net Calls
+$19.5M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$958K +$632K +2,309 +196%
PHK
277
Point72 Hong Kong
Hong Kong
$946K +$941K +3,442 New
WCA
278
Westover Capital Advisors
Delaware
$934K -$12K -44 -1%
WR
279
WD Rutherford
Oregon
$927K +$43.8K +160 +5%
SC
280
Sepio Capital
Utah
$918K +$8.48K +31 +0.9%
A
281
AlphaQuest
New York
$912K +$908K +3,318 New
PAG
282
Private Advisor Group
New Jersey
$909K +$245K +897 +37%
KI
283
Kapitalo Investimentos
Brazil
$903K +$899K +3,286 New
Lido Advisors
284
Lido Advisors
California
$898K +$674K +2,464 +306%
TCM
285
Tributary Capital Management
Nebraska
$879K +$17.2K +63 +2%
Balyasny Asset Management
286
Balyasny Asset Management
Illinois
$878K -$11M -40,256 -93%
SAM
287
Securian Asset Management
Minnesota
$870K
PMEF
288
Point72 Middle East FZE
United Arab Emirates
$848K -$50.1K -183 -6%
TRCT
289
Tower Research Capital (TRC)
New York
$846K -$219K -801 -21%
CAN
290
Cetera Advisor Networks
California
$828K +$10.1K +37 +1%
GC
291
Globeflex Capital
California
$815K
MML Investors Services
292
MML Investors Services
Massachusetts
$815K +$178K +649 +28%
MIS
293
Morningstar Investment Services
Illinois
$812K +$807K +2,952 New
MSRPS
294
Maryland State Retirement & Pension System
Maryland
$773K
TW
295
TrinityPoint Wealth
Connecticut
$771K +$17.2K +63 +2%
Bessemer Group
296
Bessemer Group
New Jersey
$771K -$66.5K -243 -8%
NL
297
NKCFO LLC
Illinois
$769K +$766K +2,800 New
WC
298
Waterloo Capital
Texas
$760K +$757K +2,768 New
Wealth Enhancement Advisory Services
299
Wealth Enhancement Advisory Services
Minnesota
$755K +$9.03K +33 +1%
TYCC
300
Texas Yale Capital Corp
Florida
$754K

CASY Hedge Fund Activity: Q4 2023 in Review

566 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q4 2023, worth a combined $9.11B — up 4.5% from $8.71B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new CASY positions and 39 closed out — a net gain of 54 holders — while 180 added to existing stakes and 195 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $372M. The largest seller was National Bank of Canada, cutting an estimated $113M.

  • 566 institutional investors held Casey's General Stores (CASY) as of Q4 2023, up from 521 in Q3 2023.
  • Funds reported $9.11B of Casey's General Stores stock for Q4 2023, up 4.5% quarter-over-quarter.
  • 93 funds opened new Casey's General Stores positions in Q4 2023 and 39 closed out, a net change of +54 holders.
  • The largest Casey's General Stores buyer in Q4 2023 was Morgan Stanley, an estimated $372M added.
  • The largest Casey's General Stores seller in Q4 2023 was National Bank of Canada, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2023.