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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
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$631K +$28.4K +104 +5%
SAM
327
Seelaus Asset Management
New Jersey
$629K +$25.7K +94 +4%
Schroder Investment Management Group
328
Schroder Investment Management Group
United Kingdom
$628K -$33.9K -124 -5%
FFO
329
Fiduciary Family Office
Florida
$626K +$623K +2,279 New
DI
330
DFPG Investments
Utah
$618K -$31.5K -115 -5%
CP
331
Cumberland Partners
Ontario, Canada
$618K +$615K +2,250 New
VF
332
Virtu Financial
New York
$617K -$820K -2,999 -57%
BHCM
333
Brevan Howard Capital Management
Jersey
$615K +$612K +2,239 New
Rafferty Asset Management
334
Rafferty Asset Management
New York
$614K +$99.8K +365 +20%
MSS
335
Mitchell Sinkler & Starr
Pennsylvania
$606K +$189K +690 +46%
SF
336
Synovus Financial
Georgia
$582K +$2.19K +8 +0.4%
IIM
337
INTECH Investment Management
Florida
$582K -$516K -1,886 -47%
WAOI
338
Wealth Advisors of Iowa
Iowa
$559K -$10.1K -37 -2%
AIM
339
ARGA Investment Management
Connecticut
$558K -$396K -1,446 -42%
VIA
340
Virtus Investment Advisers
Connecticut
$540K
HFS
341
Hantz Financial Services
Michigan
$530K -$12.9K -47 -2%
EI
342
Ethic Inc
New York
$513K -$94.6K -346 -16%
RG
343
Renaissance Group
Kentucky
$506K -$263K -963 -34%
First Eagle Investment Management
344
First Eagle Investment Management
New York
$502K
FBT
345
First Bank & Trust
South Dakota
$495K
NFC
346
Northeast Financial Consultants
Connecticut
$495K
OCM
347
Orser Capital Management
Texas
$495K
VI
348
Versor Investments
New York
$495K +$492K +1,800 New
BB
349
Busey Bank
Illinois
$493K
Mitsubishi UFJ Trust & Banking
350
Mitsubishi UFJ Trust & Banking
Japan
$490K +$118K +432 +32%

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.