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Casey's General Stores

478 hedge funds and large institutions have $7.88B invested in Casey's General Stores in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 179 increasing their positions, 162 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $6.86M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13% more capital invested

Capital invested by funds: $6.99B → $7.88B (+$893M)

10% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 162

0.66% less ownership

Funds ownership: 87.38%86.72% (-0.66%)

1% less funds holding

Funds holding: 482478 (-4)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

Holders
478
Holders Change
-4
Holders Change %
-0.83%
% of All Funds
7.51%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
45
Increased
179
Reduced
162
Closed
48
Calls
$13.7M
Puts
$6.86M
Net Calls
+$6.86M
Net Calls Change
+$6.12M
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
301
City State Bank
Iowa
$472K -$5.67K -25 -1%
HFS
302
Hantz Financial Services
Michigan
$461K -$7.25K -32 -2%
IAN
303
Integrated Advisors Network
Texas
$461K -$15.4K -68 -3%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$454K +$31.3K +138 +8%
SCM
305
Shelton Capital Management
Colorado
$448K -$16.1K -71 -4%
FBT
306
First Bank & Trust
South Dakota
$440K -$31.5K -139 -7%
OCM
307
Orser Capital Management
Texas
$439K -$40.8K -180 -9%
NFC
308
Northeast Financial Consultants
Connecticut
$439K
FIM
309
Freedom Investment Management
Connecticut
$437K -$680 -3 -0.2%
Aviva
310
Aviva
United Kingdom
$425K +$395K +1,743 New
IIM
311
INTECH Investment Management
Florida
$424K +$394K +1,738 New
WI
312
WBI Investments
New Jersey
$421K +$391K +1,725 New
DADC
313
D.A. Davidson & Co
Montana
$408K
EGM
314
Engineers Gate Manager
New York
$406K -$83.7K -369 -18%
AC
315
Avestar Capital
New York
$404K -$19K -84 -5%
William Blair & Company
316
William Blair & Company
Illinois
$402K -$16.8K -74 -4%
FG
317
Foster Group
Iowa
$389K -$1.16M -5,116 -76%
OIA
318
OneDigital Investment Advisors
Kansas
$378K +$907 +4 +0.3%
EH
319
Equitable Holdings
New York
$374K -$10.9K -48 -3%
PCS
320
Personal CFO Solutions
New Jersey
$360K +$10.4K +46 +3%
FFG
321
Fortem Financial Group
California
$355K +$330K +1,455 New
Mitsubishi UFJ Trust & Banking
322
Mitsubishi UFJ Trust & Banking
Japan
$349K +$42.4K +187 +15%
SPIA
323
Steward Partners Investment Advisory
New York
$347K +$118K +521 +58%
PA
324
Parallel Advisors
California
$337K +$3.63K +16 +1%
SNBOSD
325
Security National Bank of So Dak
Iowa
$334K +$310K +1,368 New

CASY Hedge Fund Activity: Q2 2023 in Review

478 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q2 2023, worth a combined $7.88B — up 13% from $6.99B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of CASY and 45 opened new positions — a net loss of 3 holders — while 162 trimmed existing stakes and 179 added.

The largest buyer was Morgan Stanley, adding an estimated $60M. The largest seller was Envestnet Asset Management, cutting an estimated $75.2M.

  • 478 institutional investors held Casey's General Stores (CASY) as of Q2 2023, down from 482 in Q1 2023.
  • Funds reported $7.88B of Casey's General Stores stock for Q2 2023, up 13% quarter-over-quarter.
  • 45 funds opened new Casey's General Stores positions in Q2 2023 and 48 closed out, a net change of -3 holders.
  • The largest Casey's General Stores buyer in Q2 2023 was Morgan Stanley, an estimated $60M added.
  • The largest Casey's General Stores seller in Q2 2023 was Envestnet Asset Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q2 2023.