Casey's General Stores
CASY
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.
126% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 27
11% more funds holding
Funds holding: 291 → 323 (+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: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Junto Capital Management
New York
|
+$29.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$24.4M |
| 3 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
+$22.3M |
| 4 |
FM
Fondren Management
Houston,
Texas
|
+$16.2M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$50.4M |
| 2 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
-$49.3M |
| 3 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$43.6M |
| 4 |
First Eagle Investment Management
New York
|
-$31M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$17.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Lazard Asset Management
New York
| – | -$3K | -30 | Closed |
|
|
FGC
352
Financial Gravity Companies
Lakeway,
Texas
| – | +$229 | +2 | New |
|
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.