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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
LFA
301
Legacy Financial Advisors
Kentucky
$7K +$8.01K +70 New
AIM
302
Anchor Investment Management
South Carolina
$6.72K -$80.5K -704 -92%
SWM
303
SeaCrest Wealth Management
New York
$6K +$5.95K +52 New
GFP
304
Gryphon Financial Partners
Ohio
$6K +$6.63K +58 New
AIM
305
Advantage Investment Management
Iowa
$5K
MA
306
MCF Advisors
Kentucky
$5K
MOS
307
MGO One Seven
Ohio
$5K +$4.92K +43 New
FFG
308
Ford Financial Group
California
$5K +$5.03K +44 New
FHA
309
First Horizon Advisors
Tennessee
$4K -$1.14K -10 -23%
PA
310
Parallel Advisors
California
$4K
MAM
311
Meeder Asset Management
Ohio
$3K +$3.2K +28 New
OSNBOA
312
Old Second National Bank of Aurora
Illinois
$2K
WAM
313
Wealthspire Advisors (Maryland)
Maryland
$2K
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.14K +10 +200%
AssetMark Inc
315
AssetMark Inc
California
$2K +$1.72K +15 New
EARNEST Partners
316
EARNEST Partners
Georgia
$2K +$1.83K +16 New
BBHC
317
Brown Brothers Harriman & Co
New York
$2K +$2.29K +20 New
ST
318
Smithfield Trust
Pennsylvania
$2K +$2.29K +20 New
DAM
319
Delta Asset Management
Tennessee
$1K
OFS
320
Orrstown Financial Services
Pennsylvania
$1K
VFA
321
Valeo Financial Advisors
Indiana
$1K
WA
322
Winfield Associates
Ohio
$1K
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$448 +$457 +4 New
PCG
324
Private Capital Group
Connecticut
$8 +$8.46K +74 New
FMI
325
Fiduciary Management Inc
Wisconsin
-$50.4M -460,686 Closed

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.