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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
FRM
351
Fox Run Management
Connecticut
$482K +$277K +1,014 +137%
FIM
352
Freedom Investment Management
Connecticut
$479K +$61.5K +225 +15%
DADC
353
D.A. Davidson & Co
Montana
$476K +$16.7K +61 +4%
SP
354
Symmetry Partners
Connecticut
$467K +$3.28K +12 +0.7%
IAN
355
Integrated Advisors Network
Texas
$466K -$32.8K -120 -7%
CSB
356
City State Bank
Iowa
$460K -$72.5K -265 -14%
Envestnet Portfolio Solutions
357
Envestnet Portfolio Solutions
Illinois
$442K +$46.8K +171 +12%
ET
358
Entropy Technologies
New York
$426K +$424K +1,551 New
William Blair & Company
359
William Blair & Company
Illinois
$421K -$11.2K -41 -3%
EH
360
Equitable Holdings
New York
$421K -$6.84K -25 -2%
IWN
361
Independent Wealth Network
Iowa
$413K -$52.2K -191 -11%
Walleye Trading
362
Walleye Trading
New York
$410K -$85.3K -312 -17%
OIA
363
OneDigital Investment Advisors
Kansas
$406K -$30.1K -110 -7%
FG
364
Foster Group
Iowa
$406K
FA
365
FDx Advisors
Illinois
$406K -$55.8K -204 -12%
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$398K -$207K -756 -34%
Legacy Financial Group (Iowa)
367
Legacy Financial Group (Iowa)
Iowa
$393K -$2.09M -7,626 -84%
JCIA
368
Jackson Creek Investment Advisors
Colorado
$384K -$13.4K -49 -3%
PA
369
Parallel Advisors
California
$381K -$4.65K -17 -1%
PCS
370
Personal CFO Solutions
New Jersey
$380K -$32K -117 -8%
AC
371
Avestar Capital
New York
$376K -$20.5K -75 -5%
SNBOSD
372
Security National Bank of So Dak
Iowa
$376K
CAM
373
Clarity Asset Management
Iowa
$373K +$371K +1,357 New
SCM
374
Stevens Capital Management
Pennsylvania
$370K +$118K +430 +47%
WEG
375
World Equity Group
Illinois
$366K +$547 +2 +0.2%

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.