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Casey's General Stores

594 hedge funds and large institutions have $10.2B invested in Casey's General Stores in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 199 increasing their positions, 206 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 73

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $9.11B → $10.2B (+$1.09B)

5% more funds holding

Funds holding: 566594 (+28)

3% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 206

2.77% less ownership

Funds ownership: 89.21%86.43% (-2.8%)

32% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $47.1M

Holders
594
Holders Change
+28
Holders Change %
+4.95%
% of All Funds
8.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
103
Increased
199
Reduced
206
Closed
73
Calls
$32.1M
Puts
$47.1M
Net Calls
-$15M
Net Calls Change
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
351
M&T Bank
New York
$548K +$171K +584 +51%
EWA
352
Encompass Wealth Advisors
Oregon
$541K +$497K +1,700 New
EI
353
Ethic Inc
New York
$540K -$50.5K -173 -9%
SP
354
Symmetry Partners
Connecticut
$535K -$5.55K -19 -1%
Robeco Institutional Asset Management
355
Robeco Institutional Asset Management
Netherlands
$530K +$486K +1,664 New
RWM
356
Ritholtz Wealth Management
New York
$523K -$220K -753 -31%
SS
357
Sunbelt Securities
Texas
$517K +$443K +1,515 +1,377%
FIM
358
Freedom Investment Management
Connecticut
$514K -$38.3K -131 -8%
PA
359
Parallel Advisors
California
$511K +$63.1K +216 +16%
SCM
360
Shelton Capital Management
Colorado
$496K +$220K +752 +93%
Envestnet Portfolio Solutions
361
Envestnet Portfolio Solutions
Illinois
$495K -$15.8K -54 -3%
OIA
362
OneDigital Investment Advisors
Kansas
$490K +$16.9K +58 +4%
EH
363
Equitable Holdings
New York
$479K -$8.47K -29 -2%
FG
364
Foster Group
Iowa
$476K
William Blair & Company
365
William Blair & Company
Illinois
$473K -$13.7K -47 -3%
PA
366
Profund Advisors
Maryland
$468K +$75.4K +258 +21%
FFA
367
Farther Finance Advisors
California
$466K +$326K +1,115 +306%
CSB
368
City State Bank
Iowa
$460K -$66.3K -227 -14%
SCM
369
Stevens Capital Management
Pennsylvania
$460K +$29.5K +101 +8%
YIA
370
YHB Investment Advisors
Connecticut
$457K +$192K +657 +84%
FAIM
371
Financial Advocates Investment Management
Washington
$456K +$132K +451 +46%
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$455K -$6.13K -21 -1%
PTC
373
Private Trust Company
Ohio
$455K +$406K +1,389 +3,562%
IWN
374
Independent Wealth Network
Iowa
$454K -$22.5K -77 -5%
PC
375
Pecaut & Co
Iowa
$454K +$54K +185 +15%

CASY Hedge Fund Activity: Q1 2024 in Review

594 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q1 2024, worth a combined $10.2B — up 12% from $9.11B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new CASY positions and 73 closed out — a net gain of 30 holders — while 199 added to existing stakes and 206 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $103M. The largest seller was Morgan Stanley, cutting an estimated $445M.

  • 594 institutional investors held Casey's General Stores (CASY) as of Q1 2024, up from 566 in Q4 2023.
  • Funds reported $10.2B of Casey's General Stores stock for Q1 2024, up 12% quarter-over-quarter.
  • 103 funds opened new Casey's General Stores positions in Q1 2024 and 73 closed out, a net change of +30 holders.
  • The largest Casey's General Stores buyer in Q1 2024 was Congress Asset Management, an estimated $103M added.
  • The largest Casey's General Stores seller in Q1 2024 was Morgan Stanley, an estimated $445M sold.

Based on aggregated 13F filings for Q1 2024.