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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
LA
376
LexAurum Advisors
Kansas
$362K +$10.9K +40 +3%
PVH
377
Psagot Value Holdings
Israel
$358K
CSPIA
378
Cary Street Partners Investment Advisory
Virginia
$349K +$347K +1,269 New
OAM
379
Oppenheimer Asset Management
New York
$348K -$11.2K -41 -3%
PJWM
380
Philip James Wealth Mangement
Georgia
$346K +$345K +1,260 New
IB
381
Intrust Bank
Kansas
$344K +$9.3K +34 +3%
PC
382
Pecaut & Co
Iowa
$341K -$274K -1,000 -45%
UFF
383
USA Financial Formulas
Michigan
$337K +$335K +1,226 New
SG Americas Securities
384
SG Americas Securities
New York
$334K +$21.6K +79 +7%
PA
385
Profund Advisors
Maryland
$333K +$56.1K +205 +20%
MAG
386
Mokosak Advisory Group
Iowa
$330K -$14.5K -53 -4%
NWM
387
Northwest Wealth Management
Iowa
$330K -$2.73K -10 -0.8%
IWM
388
IHT Wealth Management
Illinois
$330K +$7.11K +26 +2%
AP
389
Americana Partners
Texas
$330K
YMRC
390
Yorktown Management & Research Company
Virginia
$330K
SC
391
Steph & Co
Wisconsin
$329K -$1.37K -5 -0.4%
Capstone Investment Advisors
392
Capstone Investment Advisors
New York
$318K +$111K +406 +54%
USB
393
Union Savings Bank
Connecticut
$318K -$24.3K -89 -7%
GCM
394
Gallacher Capital Management
Colorado
$317K +$315K +1,152 New
SPA
395
Sherbrooke Park Advisers
New York
$315K +$314K +1,148 New
M&T Bank
396
M&T Bank
New York
$312K -$15.3K -56 -5%
TWM
397
Trueblood Wealth Management
Ohio
$306K +$304K +1,113 New
OTL
398
Oak Thistle LLC
New York
$304K -$330K -1,207 -52%
SIA
399
Schechter Investment Advisors
Michigan
$303K +$5.74K +21 +2%
JF
400
Jump Financial
Illinois
$302K +$301K +1,100 New

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.