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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
MSS
326
Mitchell Sinkler & Starr
Pennsylvania
$333K
CA
327
Cetera Advisors
Colorado
$329K -$29.5K -130 -9%
CAN
328
Cetera Advisor Networks
California
$317K -$366K -1,614 -55%
OAM
329
Oppenheimer Asset Management
New York
$315K +$453 +2 +0.2%
USB
330
Union Savings Bank
Connecticut
$315K +$282K +1,245 New
LA
331
LexAurum Advisors
Kansas
$311K
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$311K -$138K -609 -32%
PVH
333
Psagot Value Holdings
Israel
$311K +$113K +500 +63%
SC
334
Scotia Capital
Ontario, Canada
$311K +$289K +1,275 New
MAG
335
Mokosak Advisory Group
Iowa
$303K +$10.2K +45 +4%
V
336
Veritable
Delaware
$303K +$227 +1 +0.1%
M&T Bank
337
M&T Bank
New York
$302K -$8.62K -38 -3%
API
338
Advisor Partners II
California
$301K +$1.13K +5 +0.4%
NWM
339
Northwest Wealth Management
Iowa
$294K -$4.53K -20 -2%
IB
340
Intrust Bank
Kansas
$293K +$4.08K +18 +2%
PFO
341
Pathstone Family Office
New Jersey
$287K +$2.72K +12 +1%
PA
342
Profund Advisors
Maryland
$285K -$24.9K -110 -9%
NC
343
NinePointTwo Capital
California
$285K
IWM
344
IHT Wealth Management
Illinois
$285K +$2.49K +11 +1%
CGH
345
Crossmark Global Holdings
Texas
$284K -$44.2K -195 -15%
SP
346
Symmetry Partners
Connecticut
$281K
SC
347
Steph & Co
Wisconsin
$280K +$10.9K +48 +4%
PWG
348
Portside Wealth Group
Utah
$269K +$250K +1,103 New
MCM
349
MAI Capital Management
Ohio
$267K +$248K +1,096 New
RAG
350
RIA Advisory Group
Iowa
$266K +$247K +1,090 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.