We are live on ! Find out more
CASY icon

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
SIA
351
Schechter Investment Advisors
Michigan
$262K +$5.44K +24 +2%
CIBC Asset Management
352
CIBC Asset Management
Ontario, Canada
$262K
SAM
353
Strategy Asset Managers
California
$259K
LFA
354
LGT Financial Advisors
Texas
$258K -$8.62K -38 -3%
KWMG
355
King Wealth Management Group
Florida
$256K
PA
356
Procyon Advisors
Connecticut
$255K
VAS
357
Vestmark Advisory Solutions
Massachusetts
$254K +$3.17K +14 +1%
DC
358
Davenport & Co
Virginia
$246K +$2.04K +9 +0.9%
GC
359
Gilbert & Cook
Iowa
$246K
WA
360
WealthTrust Axiom
Pennsylvania
$244K
Bank of Nova Scotia
361
Bank of Nova Scotia
Ontario, Canada
$241K -$262K -1,156 -54%
GFS
362
GYL Financial Synergies
Connecticut
$240K +$224K +986 New
BWM
363
BlackDiamond Wealth Management
New York
$238K -$40.1K -177 -16%
PAI
364
Pittenger & Anderson Inc
Nebraska
$234K +$45.3K +200 +26%
NHT
365
New Hampshire Trust
New Hampshire
$229K +$7.25K +32 +4%
HIG
366
Heritage Investment Group
Florida
$228K
CCA
367
Cadent Capital Advisors
Oklahoma
$227K
SC
368
Savant Capital
Illinois
$226K +$210K +928 New
PI
369
PFS Investments
Georgia
$226K +$210K +928 New
OC
370
Oarsman Capital
Wisconsin
$226K
GAM
371
Gotham Asset Management
New York
$221K -$3.8M -16,775 -95%
RJT
372
Raymond James Trust
Florida
$219K +$203K +896 New
WAM
373
Walker Asset Management
Missouri
$213K +$198K +875 New
ACG
374
Allen Capital Group
Nebraska
$207K +$192K +847 New
RFN
375
RDA Financial Network
Iowa
$200K +$186K +821 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.